Youdao
33 hedge funds and large institutions have $115M invested in Youdao in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
6% more funds holding
Funds holding: 31 → 33 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.84% less ownership
Funds ownership: 38.19% → 37.36% (-0.84%)
5% less capital invested
Capital invested by funds: $120M → $115M (-$5.55M)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
83% less call options, than puts
Call options by funds: $10K | Put options by funds: $59K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$531K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$420K |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$83.3K |
| 4 |
Group One Trading
Chicago,
Illinois
|
+$31.9K |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$28K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$2.15M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.43M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$183K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$64K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$43.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Nisa Investment Advisors
St. Louis,
Missouri
| $708 | +$755 | +72 | New |
|
|
CA
27
CoreCap Advisors
Southfield,
Michigan
| $600 | – | – | – |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $492 | – | – | – |
|
|
SHIM
29
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $413 | +$440 | +42 | New |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $226 | +$241 | +23 | New |
|
|
BTI
31
Blue Trust Inc
Alpharetta,
Georgia
| $216 | +$231 | +22 | New |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $187 | +$189 | +18 | +1,800% |
|
|
AAS
33
Ameritas Advisory Services
Lincoln,
Nebraska
| $69 | +$73 | +7 | New |
|
|
34
Bank of America
Charlotte,
North Carolina
| – | -$64K | -6,352 | Closed |
|
35
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$25.6K | -2,535 | Closed |
|
|
NA
36
NewEdge Advisors
New Orleans,
Louisiana
| – | -$5.8K | -576 | Closed |
|
37
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$877 | -87 | Closed |
|
38
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$20 | -2 | Closed |
|
|
SS
39
SBI Securities
Tokyo,
Japan
| – | -$10 | -1 | Closed |
|
DAO Hedge Fund Activity: Q1 2026 in Review
33 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q1 2026, worth a combined $115M — down 4.6% from $120M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DAO positions and 6 closed out — a net gain of 3 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $531K. The largest seller was Orbis Allan Gray, cutting an estimated $2.15M.
- 33 institutional investors held Youdao (DAO) as of Q1 2026, up from 31 in Q4 2025.
- Funds reported $115M of Youdao stock for Q1 2026, down 4.6% quarter-over-quarter.
- 9 funds opened new Youdao positions in Q1 2026 and 6 closed out, a net change of +3 holders.
- The largest Youdao buyer in Q1 2026 was Citadel Advisors, an estimated $531K added.
- The largest Youdao seller in Q1 2026 was Orbis Allan Gray, an estimated $2.15M sold.
Based on aggregated 13F filings for Q1 2026.