NI
DAO

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
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 $23.7B AUM 65.43% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NetEase Inc's DAO Position: Q1 2026 in Review

NetEase Inc held its Youdao (DAO) position steady in Q1 2026 at 2,898,293 shares worth $28.5M. The position accounts for 3.05% of the portfolio, ranked #2.

NetEase Inc first reported a position in DAO in Q2 2022 and has held it in 16 quarters since. The position peaked at $29.2M in Q4 2025. 33 funds tracked by Wall St. Rank hold DAO as of Q1 2026.

  • NetEase Inc held 2,898,293 shares of Youdao worth $28.5M as of Q1 2026.
  • NetEase Inc left its Youdao share count unchanged in Q1 2026.
  • Youdao made up 3.05% of NetEase Inc's portfolio in Q1 2026, its #2 holding.
  • NetEase Inc first reported a position in Youdao in Q2 2022 and has held it in 16 quarters since.
  • NetEase Inc's Youdao position peaked at $29.2M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Youdao as of Q1 2026.

Based on NetEase Inc's 13F filing for Q1 2026, filed 14 May 2026.