OAG
DAO

Orbis Allan Gray’s Youdao DAO Stock Holding History

Orbis Allan Gray’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 		$66.2M Sell
6,738,724
-205,134
-3% -$2.15M 0.28% 58
2025
Q4 		$70M Sell
6,943,858
-337,550
-5% -$3.37M 0.29% 60
2025
Q3 		$72.4M Sell
7,281,408
-216,022
-3% -$1.93M 0.31% 53
2025
Q2 		$64.5M Sell
7,497,430
-841,958
-10% -$7.17M 0.31% 52
2025
Q1 		$63.6M Sell
8,339,388
-637,271
-7% -$5.26M 0.36% 52
2024
Q4 		$66.4M Sell
8,976,659
-413,685
-4% -$2.4M 0.36% 47
2024
Q3 		$39M Sell
9,390,344
-174,949
-2% -$600K 0.21% 57
2024
Q2 		$37.5M Sell
9,565,293
-670,851
-7% -$2.52M 0.23% 56
2024
Q1 		$41.1M Sell
10,236,144
-128,561
-1% -$497K 0.25% 53
2023
Q4 		$40.8M Sell
10,364,705
-974,591
-9% -$3.99M 0.26% 52
2023
Q3 		$45.6M Sell
11,339,296
-1,563,749
-12% -$6.59M 0.33% 47
2023
Q2 		$62.2M Sell
12,903,045
-815,431
-6% -$4.52M 0.45% 43
2023
Q1 		$117M Sell
13,718,476
-1,089,362
-7% -$8.64M 0.92% 33
2022
Q4 		$79.7M Sell
14,807,838
-378,679
-2% -$1.64M 0.63% 36
2022
Q3 		$59.7M Buy
15,186,517
+381,193
+3% +$1.85M 0.49% 39
2022
Q2 		$72.8M Buy
14,805,324
+346,823
+2% +$2.07M 0.59% 36
2022
Q1 		$103M Sell
14,458,501
-278,879
-2% -$3.17M 0.75% 29
2021
Q4 		$184M Buy
14,737,380
+595,531
+4% +$7.73M 1.36% 24
2021
Q3 		$171M Buy
14,141,849
+1,135,639
+9% +$15.5M 1.17% 28
2021
Q2 		$300M Buy
13,006,210
+924,646
+8% +$22.4M 1.9% 19
2021
Q1 		$288M Buy
12,081,564
+1,813,266
+18% +$57.6M 2.06% 16
2020
Q4 		$272M Buy
10,268,298
+879,304
+9% +$24.5M 1.97% 16
2020
Q3 		$243M Buy
9,388,994
+1,132,980
+14% +$38.8M 1.91% 17
2020
Q2 		$310M Buy
8,256,014
+300,637
+4% +$7.4M 2.33% 13
2020
Q1 		$167M Buy
7,955,377
+7,805,736
+5,216% +$151M 1.59% 16
2019
Q4 		$2.11M Buy
+149,641
New +$2.1M 0.01% 57

Other funds holding DAO

NI
NetEase Inc Hangzhou, China $934M AUM 11.31% 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

Orbis Allan Gray's DAO Position: Q1 2026 in Review

Orbis Allan Gray reduced its Youdao (DAO) stake by 3% in Q1 2026, selling an estimated $2.15M and leaving 6,738,724 shares worth $66.2M. The position accounts for 0.28% of the portfolio, ranked #58.

Orbis Allan Gray first reported a position in DAO in Q4 2019 and has held it in 26 quarters since. The position peaked at $310M in Q2 2020. 33 funds tracked by Wall St. Rank hold DAO as of Q1 2026.

  • Orbis Allan Gray held 6,738,724 shares of Youdao worth $66.2M as of Q1 2026.
  • Orbis Allan Gray sold 205,134 Youdao shares in Q1 2026, an estimated $2.15M.
  • Youdao made up 0.28% of Orbis Allan Gray's portfolio in Q1 2026, its #58 holding.
  • Orbis Allan Gray first reported a position in Youdao in Q4 2019 and has held it in 26 quarters since.
  • Orbis Allan Gray's Youdao position peaked at $310M in Q2 2020.
  • 33 funds tracked by Wall St. Rank held Youdao as of Q1 2026.

Based on Orbis Allan Gray's 13F filing for Q1 2026, filed 15 May 2026.