DAO: Youdao, Inc. insider trading, 5% holders and institutional ownership

From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.

Insider trading

0 open-market buys totaling - and 0 sales totaling - in the last 180 days.

Activist and 5% holders

FiledWhatHolderStakeChangeFiling
2026-08-1413G amendmentOrbis Investment Management Limited20.10%SEC

Institutional ownership (Q2 2026)

32 institutions reported holding $136.22M of Youdao, Inc. on Form 13F (33 the quarter before). 4 opened a new position and 4 sold out. Shares held by institutions: -3%.

Largest holdersSharesValue
Orbis Allan Gray Ltd6,563,497$80.73M
NetEase, Inc.2,898,293$35.65M
VANGUARD CAPITAL MANAGEMENT LLC840,158$10.33M
VANGUARD FIDUCIARY TRUST CO211,666$2.60M
Connor, Clark & Lunn Investment Management Ltd.211,199$2.60M
UBS Group AG65,644$807K
CITADEL ADVISORS LLC59,247$729K
RENAISSANCE TECHNOLOGIES LLC58,600$721K
Qube Research & Technologies Ltd46,477$572K
California Public Employees Retirement System36,047$443K

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