Stock

Youdao, Inc.

DAO · held by 33 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$111.3M

Holders

+6 new · −6 exited

Holders’ est. mark

−$2.54M

Price effect on 24 books still in the name

Largest holder

$66.2M

Orbis Allan Gray Ltd

Notable conviction

Share of each notable manager’s 13F book.

Renaissance Technologies0.0% · $624.2K
Citadel0.0% · $497.8K

Holder count by quarter

Q4 2020 Q1 2021 Q2 2021 Q1 2025 Q3 2025 Q4 2025 Q1 2026

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
Orbis Allan Gray Ltd	6.74M	$66.2M	−$1.68M	Cut−$3.75M
NetEase, Inc.	2.9M	$28.5M	−$724.6K	Cut−$724.6K
VANGUARD CAPITAL MANAGEMENT LLC	832.4K	$8.18M	—	Held
Connor, Clark & Lunn Investment Management Ltd.	226K	$2.22M	−$56.5K	Cut−$232.3K
VANGUARD FIDUCIARY TRUST CO	211.7K	$2.08M	—	Held
Renaissance Technologies	63.5K	$624.2K	−$15.5K	Cut−$755
Qube Research & Technologies Ltd	60.5K	$594.8K	−$14.5K	Added$11.8K
UBS Group AG	54.9K	$540K	−$3.72K	Added$390K
Citadel	50.6K	$497.8K	—	New
MARSHALL WACE, LLP	46.3K	$455.5K	−$9.6K	Added$68.5K
California Public Employees Retirement System	37K	$363.6K	−$9.25K	Cut−$10.3K
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	28.3K	$278.6K	−$7.09K	Cut−$16.6K
Invesco Ltd.	27K	$265.9K	−$6.76K	Cut−$14.3K
MORGAN STANLEY	22.2K	$218K	−$5.54K	Cut−$19.4K
Vident Advisory, LLC	10.1K	$99K	−$2.52K	Cut−$9.83K
VANGUARD ASSET MANAGEMENT, Ltd	3.84K	$37.8K	—	Held
GROUP ONE TRADING LLC	3.16K	$31.1K	−$31	Added$29.8K
Compagnie Lombard Odier SCmA	2K	$19.7K	−$500	Cut−$500
RHUMBLINE ADVISERS	1.22K	$12K	−$255	Added$1.71K
EverSource Wealth Advisors, LLC	912	$8.96K	−$228	Cut−$238
Tower Research Capital LLC (TRC)	868	$8.53K	−$7	Added$8.23K
Smartleaf Asset Management LLC	509	$5.02K	$117	Added$117
ACADIAN ASSET MANAGEMENT LLC	295.6K	$2.9K	−$68	Cut−$1.44K
ROYAL BANK OF CANADA	200	$2K	−$40	Added$1K
NISA INVESTMENT ADVISORS, LLC	72	$708	—	New
GSA CAPITAL PARTNERS LLP	68.9K	$678	−$17	Cut−$59
CoreCap Advisors, LLC	61	$600	−$15	Cut−$15
HARBOUR INVESTMENTS, INC.	50	$492	−$12	Cut−$12
Stone House Investment Management, LLC	42	$413	—	New
CWM, LLC	23	$226	—	New
Blue Trust, Inc.	22	$216	—	New
OSAIC HOLDINGS, INC.	19	$187	−$0	Added$177
Ameritas Advisory Services, LLC	7	$69	—	New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.