NetEase Inc’s Youdao DAO Stock Holding History

NetEase Inc’s Portfolio DAO Stock Details DAO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.6M	Hold	2,898,293	–	–	4.66%	2
2026 Q1	$28.5M	Hold	2,898,293	–	–	3.05%	2
2025 Q4	$29.2M	Hold	2,898,293	–	–	6.76%	2
2025 Q3	$28.8M	Hold	2,898,293	–	–	5.78%	2
2025 Q2	$24.9M	Hold	2,898,293	–	–	6.28%	2
2025 Q1	$22.1M	Hold	2,898,293	–	–	100%	1
2024 Q4	$21.4M	Hold	2,898,293	–	–	100%	1
2024 Q3	$12M	Hold	2,898,293	–	–	15.56%	2
2024 Q2	$11.4M	Hold	2,898,293	–	–	6.56%	2
2024 Q1	$11.7M	Hold	2,898,293	–	–	4.78%	2
2023 Q4	$11.4M	Hold	2,898,293	–	–	7.54%	2
2023 Q3	$11.7M	Hold	2,898,293	–	–	7.66%	2
2023 Q2	$14M	Hold	2,898,293	–	–	13.39%	2
2023 Q1	$24.6M	Hold	2,898,293	–	–	30.81%	2
2022 Q4	$15.6M	Buy	2,898,293 +331,170	+13%	+$1.44M	29.65%	2
2022 Q3	$10.1M	Buy	2,567,123 +607,250	+31%	+$2.95M	12.84%	2
2022 Q2	$9.64M	Buy	+1,959,873	New	+$11.7M	7.38%	2

Other funds holding DAO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

NetEase Inc's DAO Position: Q2 2026 in Review

NetEase Inc held its Youdao (DAO) position steady in Q2 2026 at 2,898,293 shares worth $35.6M. The position accounts for 4.66% of the portfolio, ranked #2.

NetEase Inc first reported a position in DAO in Q2 2022 and has held it in 17 quarters since. 33 funds tracked by Wall St. Rank hold DAO as of Q2 2026.

NetEase Inc held 2,898,293 shares of Youdao worth $35.6M as of Q2 2026.
NetEase Inc left its Youdao share count unchanged in Q2 2026.
Youdao made up 4.66% of NetEase Inc's portfolio in Q2 2026, its #2 holding.
NetEase Inc first reported a position in Youdao in Q2 2022 and has held it in 17 quarters since.
33 funds tracked by Wall St. Rank held Youdao as of Q2 2026.

Based on NetEase Inc's 13F filing for Q2 2026, filed 13 Aug 2026.