Youdao
32 hedge funds and large institutions have $140M invested in Youdao in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.
22% more capital invested
Capital invested by funds: $115M → $140M (+$24.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more call options, than puts
Call options by funds: $12K | Put options by funds: $12K
0.35% less ownership
Funds ownership: 9.77% → 9.42% (-0.35%)
3% less funds holding
Funds holding: 33 → 32 (-1)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$153K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$121K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$97K |
| 4 |
Vanguard Capital Management
Malvern,
Pennsylvania
|
+$87.1K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$23.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$1.97M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$768K |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$455K |
| 4 |
Morgan Stanley
New York
|
-$172K |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$167K |
DAO Hedge Fund Activity: Q2 2026 in Review
32 of the 8,343 institutional investors tracked by Wall St. Rank reported a position in Youdao (DAO) for Q2 2026, worth a combined $140M — up 22% from $115M a quarter earlier.
Fund positioning in DAO was balanced in Q2 2026: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 11 trimmed.
The largest buyer was Savant Capital, opening a new position worth an estimated $153K. The largest seller was Orbis Allan Gray, cutting an estimated $1.97M.
- 32 institutional investors held Youdao (DAO) as of Q2 2026, down from 33 in Q1 2026.
- Funds reported $140M of Youdao stock for Q2 2026, up 22% quarter-over-quarter.
- 4 funds opened new Youdao positions in Q2 2026 and 4 closed out, a net change of 0 holders.
- The largest Youdao buyer in Q2 2026 was Savant Capital, an estimated $153K added.
- The largest Youdao seller in Q2 2026 was Orbis Allan Gray, an estimated $1.97M sold.
Based on aggregated 13F filings for Q2 2026.