13F

Stock

Youdao, Inc.

DAO · held by 31 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$115.3M

Holders

31

+0 new · −0 exited

Holders’ est. mark

$4.09K

Price effect on 2 books still in the name

Largest holder

$70M

Orbis Allan Gray Ltd

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

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

Who holds it

Notable only
InvestorSharesValueEst. markChange
Orbis Allan Gray Ltd6.94M$70M—Held
NetEase, Inc.2.9M$29.2M—Held
Vanguard1.04M$10.5M—Held
Connor, Clark & Lunn Investment Management Ltd.243.4K$2.45M—Held
Renaissance Technologies62K$625K—Held
Qube Research & Technologies Ltd57.8K$583K—Held
MARSHALL WACE, LLP38.4K$386.9K—Held
California Public Employees Retirement System37.1K$373.8K—Held
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO29.3K$295.2K—Held
Invesco Ltd.27.8K$280.2K—Held
MORGAN STANLEY23.5K$237.3K$3.28KAdded$4.68K
UBS Group AG14.9K$150K—Held
Vident Advisory, LLC10.8K$108.8K—Held
BANK OF AMERICA CORP /DE/6.35K$64K$816Added$6.1K
Mirae Asset Global Investments Co., Ltd.2.54K$25.6K—Held
Compagnie Lombard Odier SCmA2K$20.2K—Held
RHUMBLINE ADVISERS1.02K$10.3K—Held
EverSource Wealth Advisors, LLC913$9.2K—Held
NewEdge Advisors, LLC576$5.8K—Held
Smartleaf Asset Management LLC509$4.91K—Held
ACADIAN ASSET MANAGEMENT LLC432K$4.34K—Held
GROUP ONE TRADING LLC123$1.24K—Held
ROYAL BANK OF CANADA96$1K—Held
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO87$877—Held
GSA CAPITAL PARTNERS LLP73.1K$737—Held
CoreCap Advisors, LLC61$615—Held
HARBOUR INVESTMENTS, INC.50$504—Held
Tower Research Capital LLC (TRC)30$302—Held
PNC Financial Services Group, Inc.2$20—Held
SBI Securities Co., Ltd.1$10—Held
OSAIC HOLDINGS, INC.1$10—Held

Positions as of Q4 2025. 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.