DAO

Youdao Inc - ADR
Consumer DiscretionaryUSCUSIP 98741T104◍ Confluence graph
Tracked 13F Holders
30
-26 QoQ
13F Value (tracked)
$132.8M
Insider Net · 180d
$0
0↑ 3↓
Recent Filings
8
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)7 adding · 2 trimming
Insider net (180d)$0

Who owns DAO?

30 tracked 13F filers

30 tracked 13F filers disclose a position in DAO as of the latest SEC 13F filings, a combined $132.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1Orbis Allan Gray Ltd
$80.7M
6.6M
−2.6%
Reduced · −175K sh
Q2 2026
2NetEase, Inc.
$35.6M
2.9M
Held
Q2 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$8.2M
832K
First observed position
No prior filed position
Q1 2026
4VANGUARD FIDUCIARY TRUST CO
$2.1M
212K
First observed position
No prior filed position
Q1 2026
5Connor, Clark & Lunn Investment Management Ltd.
$2.6M
211K
−6.5%
Reduced · −15K sh
Q2 2026
6RENAISSANCE TECHNOLOGIES LLC
$624K
64K
+2.4%
Added · +2K sh
Q1 2026
7Qube Research & Technologies Ltd
$595K
61K
+4.6%
Added · +3K sh
Q1 2026
8UBS Group AG
$540K
55K
+269%
Added · +40K sh
Q1 2026
9CITADEL ADVISORS LLC
$498K
51K
New
+51K sh
Q1 2026
10MARSHALL WACE, LLP
$455K
46K
+21%
Added · +8K sh
Q1 2026
11PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
$346K
28K
−0.8%
Reduced · −237 sh
Q2 2026
12MORGAN STANLEY
$218K
22K
−5.8%
Reduced · −1K sh
Q1 2026
13Savant Capital, LLC
$150K
14K
New
+14K sh
Q2 2026
14VANGUARD ASSET MANAGEMENT, Ltd
$38K
4K
First observed position
No prior filed position
Q1 2026
15GROUP ONE TRADING LLC
$31K
3K
26×
Added · +3K sh
Q1 2026
16Compagnie Lombard Odier SCmA
$25K
2K
Held
Q2 2026
17RHUMBLINE ADVISERS
$12K
1K
+20%
Added · +200 sh
Q1 2026
18EverSource Wealth Advisors, LLC
$9K
912
−0.1%
Reduced · −1 sh
Q1 2026
19Tower Research Capital LLC (TRC)
$9K
868
29×
Added · +838 sh
Q1 2026
20Smartleaf Asset Management LLC
$6K
509
Held
Q2 2026
21Quarry LP
$3K
215
New
+215 sh
Q2 2026
22ROYAL BANK OF CANADA
$2K
200
+108%
Added · +104 sh
Q1 2026
23NISA INVESTMENT ADVISORS, LLC
$898
73
+1.4%
Added · +1 sh
Q2 2026
24CoreCap Advisors, LLC
$600
61
Held
Q1 2026
25HARBOUR INVESTMENTS, INC.
$492
50
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DAO being bought or sold by institutions?

Last quarter, 2 funds opened a new position in DAO and 5 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
5
funds
Reduced
2
funds
Exited
0
funds

Funds that own DAO also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA15 funds$10.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B15 funds$1.4B
NEWMONT CORPNEM15 funds$1.3B
MARRIOTT INTERNATIONAL -CL AMAR15 funds$1.0B
ELEVANCE HEALTH INCELV15 funds$605.7M
APPLE INCAAPL14 funds$8.9B
ALPHABET INC-CL AGOOGL14 funds$5.3B
MICROSOFT CORPMSFT14 funds$5.3B
MICRON TECHNOLOGY INCMU14 funds$4.3B
BROADCOM INCAVGO14 funds$4.1B
TAIWAN SEMICONDUCTOR-SP ADRTSM14 funds$3.2B
META PLATFORMS INC-CLASS AMETA14 funds$3.0B

Ranked by how many of DAO's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
3 insiders
Net
$0
7 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Sep 1, 2026Shum Heung YeungDirectorSell (S)4K
Aug 31, 2026Shum Heung YeungDirectorSell (S)4K
Aug 31, 2026Shum Heung YeungDirectorSell (S)4K
Aug 31, 2026Shum Heung YeungDirectorSell (S)9K
Jun 30, 2026Li YongweiVice PresidentSell (S)2K
Jun 29, 2026Li YongweiVice PresidentSell (S)4K
May 28, 2026Lai Jimmy Y.DirectorSell (S)4K

Institutional ownership over time

1 funds-22 since Q3 2024
01529Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $25K

Recent filings

8 shown

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Connected entities for DAO

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Ask your agent what changed in DAO

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DAO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DAO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DAO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.