Youdao DAO Institutional Ownership

NYSE DAO

$14.89 -1.50 (-9.15%)

At close: Sep 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

33 Institutions

Increased 12 36.4%

Unchanged 10 30.3%

Reduced 11 33.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

9.63%

▼-0.27 pp QoQ

Shares Held by Institutions

11.37Mn

of 118.08Mn outstanding

▼-2.25% QoQ

Shares Outstanding

118.08Mn

106.72Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

-261.26K

distributed since last quarter

Value of Holdings

$185.84Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Youdao, Inc. (NYSE:DAO) has 33 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 9.6% of Youdao's outstanding shares in June 2026, down from 9.9% in March 2026.
Their total shares held in DAO decreased -2.25% from the prior quarter, while the number of investors in Youdao increased 10.0% year over year.
Of these 33 funds, 12 grew their exposure to Youdao, 11 cut back, and 10 maintained positions.
The aggregate institutional position in Youdao amounted to 11.37Mn shares as of June 2026, down by 261.26K shares quarter on quarter, and down 1.2Mn shares year over year.
Orbis Allan Gray Ltd leads ownership in DAO with 6.56Mn shares as of June 30, 2026, equal to 5.56% of outstanding shares.
Top purchasers of DAO stock for the quarter ending June 2026 included Savant Capital, LLC (13.57K), UBS Group AG (10.71K), CITADEL ADVISORS LLC (8.61K), VANGUARD CAPITAL MANAGEMENT LLC (7.73K), Tower Research Capital LLC (TRC) (2.09K).
The largest sellers of Youdao for the quarter ending June 2026 were Orbis Allan Gray Ltd (175.23K), ACADIAN ASSET MANAGEMENT LLC (68.17K), Morgan Stanley (15.29K), Connor, Clark & Lunn Investment Management Ltd. (14.81K), Qube Research & Technologies Ltd (14.04K).
According to Business Quant data, leading holders of DAO for June 2026 are Orbis Allan Gray Ltd (6.56Mn), NetEase, Inc. (2.9Mn), VANGUARD CAPITAL MANAGEMENT LLC (840.16K), ACADIAN ASSET MANAGEMENT LLC (227.45K), VANGUARD FIDUCIARY TRUST CO (211.67K), Connor, Clark & Lunn Investment Management Ltd. (211.2K), UBS Group AG (65.64K), GSA CAPITAL PARTNERS LLP (62.97K), CITADEL ADVISORS LLC (59.25K), RENAISSANCE TECHNOLOGIES LLC (58.6K).

Form 13F Holdings

33 Institutional Holders

Report period 30 Jun, 2026

Total shares held 11.37Mn

Of outstanding 9.63%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Orbis Allan Gray Ltd	0001663865	6,563,497	5.56%	▼175,227	-2.60%	$80.73Mn
2	NetEase, Inc.	0001110646	2,898,293	2.45%	0	0.00%	$35.65Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	840,158	0.71%	▲7,728	+0.93%	$10.33Mn
4	ACADIAN ASSET MANAGEMENT LLC	0000916542	227,454	0.19%	▼68,170	-23.06%	$2.79K
5	VANGUARD FIDUCIARY TRUST CO	0000933478	211,666	0.18%	0	0.00%	$2.60Mn
6	Connor, Clark & Lunn Investment Management Ltd.	0001596800	211,199	0.18%	▼14,809	-6.55%	$2.60Mn
7	UBS Group AG	0001610520	65,644	0.06%	▲10,710	+19.50%	$807.42K
8	GSA CAPITAL PARTNERS LLP	0001362033	62,966	0.05%	▼5,976	-8.67%	$774
9	CITADEL ADVISORS LLC	0001423053	59,247	0.05%	▲8,608	+17.00%	$728.74K
10	RENAISSANCE TECHNOLOGIES LLC	0001037389	58,600	0.05%	▼4,900	-7.72%	$720.78K
11	Qube Research & Technologies Ltd	0001729829	46,477	0.04%	▼14,035	-23.19%	$571.67K
12	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0000919079	36,047	0.03%	▼940	-2.54%	$443.38K
13	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0001007280	28,104	0.02%	▼237	-0.84%	$345.68K
14	Invesco Ltd.	0000914208	23,744	0.02%	▼3,301	-12.21%	$292.05K
15	Savant Capital, LLC	0001482880	13,572	0.01%	▲13,572	0.00%	$150.43K
16	Morgan Stanley	0000895421	6,883	0.01%	▼15,291	-68.96%	$84.66K
17	VANGUARD ASSET MANAGEMENT, Ltd	0001680208	3,843	0.00%	0	0.00%	$47.27K
18	Tower Research Capital LLC (TRC)	0001533421	2,957	0.00%	▲2,089	+240.67%	$36.37K
19	Compagnie Lombard Odier SCmA	0001615423	2,000	0.00%	0	0.00%	$24.60K
20	RHUMBLINE ADVISERS	0001115418	1,219	0.00%	0	0.00%	$14.99K

Showing 1 to 20 of 33 holders