Companies: 10,795·Total market cap: $144.5T
Youdao, Inc.

Youdao, Inc.

DAONYSEConsumer Defensive● Active
$12.20
+$0.54(+4.63%)
Market Cap$1.4B
P/E Ratio
52W High$13.1
52W Low$8

Youdao, Inc. (DAO) Stock Ownership

Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.

SEC 13F · FMP · DAO · as of Mar 31, 2025

Ownership Breakdown

Institutions 11.42%
Insiders 9.28%
Public 79.3%

34

Institutional Holders

▲ 1 vs Q4

$102.86M

Total Inst. Value

▼ $744,277 vs Q4

118.08M

Shares Outstanding

freeFloat 90.72%

13.48M

13F Shares Held

▼ 524,719 vs Q4

Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.

Top Institutional Holders

DAO largest shareholders · institutional ownership

Q1 2025 · SEC 13F

Showing top 10 holders

HolderShares% OwnedWeightValueReportedChange

ORBIS ALLAN GRAY LTD

services-educational services

8.34M7.03%

7.03%

$63.63BMay 15, 2025 637.3K

NETEASE, INC.

services-educational services

2.90M2.44%

2.44%

$22.11BMay 8, 2025— held

VANGUARD GROUP INC

services-educational services

1.00M84.52%

84.52%

$7.65BMay 9, 2025 55.5K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

services-educational services

294.3K24.82%

24.82%

$2.25BMay 14, 2025 234.4K

ACADIAN ASSET MANAGEMENT LLC

services-educational services

282.7K23.84%

23.84%

$2.15BMay 21, 2025 115.8K

WALLEYE CAPITAL LLC

services-educational services

176.6K14.89%

14.89%

$1.35BMay 14, 2025 122.5K

CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.

services-educational services

137.5K11.59%

11.59%

$1.05BMay 12, 2025 62.6K

BANK OF AMERICA CORP /DE/

services-educational services

111.5K9.40%

9.40%

$850.68MMay 15, 2025 79.4K

QUBE RESEARCH & TECHNOLOGIES LTD

services-educational services

108.9K9.18%

9.18%

$830.87MMay 15, 2025 67.4K

RENAISSANCE TECHNOLOGIES LLC

services-educational services

60.3K5.09%

5.09%

$460.09MMay 14, 2025 3.2K

Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).

Institutional Activity

Q1 2025 vs prior quarter

Q1 2025

Net institutional sentimentBullish — more buying than selling

18

Increased

+701.1K shares

6

New Positions

first time holders

7

Decreased

−849.2K shares

8

Sold Out

fully exited

Net shares change (top 50)

148.1K

+701.1K / −849.2K

Net new holders

+9

6 new / 8 exited

Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).

Insider Buying vs Selling

DAO insider trading · insider activity

Source: SEC Form 4

Buy 0%Active transactions only100% Sell

Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.

7

Buy transactions

2

Sell transactions

3.50

Buy/Sell ratio

$0M

Total disposed

Recent Insider Transactions

Showing 10 most recent · Common Stock only

Name · RoleDateTypeSharesPriceValueAfter Trans.Filing

Lai Jimmy Y.

director

May 28, 2026Sale3,99750.2KForm 4 ↗

Lai Jimmy Y.

director

May 29, 2026Award11,45026.0KForm 4 ↗

Wu Yinghui

Senior Vice President

May 29, 2026Award10,00018.8KForm 4 ↗

Peng Su

Senior Vice President

May 29, 2026Award10,00018.8KForm 4 ↗

Shum Heung Yeung

director

May 29, 2026Award11,45026.0KForm 4 ↗

Jin Lei

president

May 29, 2026Award82,120188.1KForm 4 ↗

Li Yongwei

Vice President

Jun 1, 2026Award3,4203.4KForm 4 ↗

Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.

About institutional & insider ownership

Youdao, Inc. (DAO) is primarily owned by institutional investors, who hold approximately 11.4% of total shares outstanding. Company insiders own approximately 9.28%, while retail and public investors account for the remaining 79.30%.

The largest institutional shareholder of Youdao, Inc. is ORBIS ALLAN GRAY LTD, holding approximately 8.34 million shares — equal to 7.03% of outstanding shares — as of March 31, 2025.

A total of 34 institutional investors currently hold DAO stock, with a combined institutional value of approximately $102,855,124 as of the most recent 13F filing period.

Frequently asked questions

DAO ownership

Youdao, Inc. (DAO) is primarily owned by institutional investors, who hold approximately 11.4% of shares. The largest shareholder is ORBIS ALLAN GRAY LTD with a 7.03% stake. Company insiders hold 9.28%. Data sourced from SEC Form 13F as of March 31, 2025.

who owns DAO stockDAO ownership structureSEC Form 13F institutional holdingsDAO float vs institutions
Source: FMP · SEC Form 13F · SEC Form 4As of March 31, 2025