Youdao, Inc. - American Depositary Shares, each representing 1 Class A Ordinary Share, par value US$0.0001 (DAO)

Q: What does CUSIP 98741T104 represent in this 13F holders report?

CUSIP 98741T104 is the security identifier for DAO - Youdao, Inc. - American Depositary Shares, each representing 1 Class A Ordinary Share, par value US$0.0001 used to aggregate holder disclosures.

Q: How many institutions held DAO - Youdao, Inc. - American Depositary Shares, each representing 1 Class A Ordinary Share, par value US$0.0001 in Q2 2021?

39 institutional investors reported DAO - Youdao, Inc. - American Depositary Shares, each representing 1 Class A Ordinary Share, par value US$0.0001 for Q2 2021. Use the holders table for investor-level position and value details.

CUSIP: 98741T104

Q2 2021 13F Holders as of 30 Jun 2021

Security type / class: Equity / American Depositary Shares, each representing 1 Class A Ordinary Share, par value US$0.0001
Total 13F shares: 23,944,480
Total 13F value: $553,997,116
Share change: +2,166,524
Put/Call ratio: 449%
SEC-reported price per share: $23.09
Number of holders: 39
Value change: +$49,286,393
Number of buys: 23
Number of sells: 25
Shares outstanding: 31,342,902

Security key

98741T104

Report period

Q2 2021

Institutions

Top holders

DAO full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2021 Previous quarter: Q1 2021 Youdao, Inc. SEC filings Youdao, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 98741T104

Newer quarter: Q3 2021 Previous quarter: Q1 2021

Recent filing periods:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Ownership snapshot

Top reported holders of DAO - Youdao, Inc. - American Depositary Shares, each representing 1 Class A Ordinary Share, par value US$0.0001 (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader

Orbis Allan Gray Ltd

Disclosed value leader

Orbis Allan Gray Ltd

Comparable rows

15/15

Latest evidence

31 Mar 2021

13F Lead comparable stake: 39% Showing 1-6 of 15 holder rows.

Quick read

Orbis Allan Gray Ltd leads the comparable SEC ownership view at 39%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Orbis Allan Gray Ltd's linked filing trail.

Comparable ownership Top 5

Orbis Allan Gray Ltd 39%

Coronation Fund Managers Ltd. 7.9%

UBS AM, a distinct business unit ... 5%

Sylebra Capital Ltd 4.2%

CREDIT SUISSE AG/ 3.8%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Orbis Allan Gray Ltd	13F Company 13F	39%	$287,783,000 12,081,564 shares	—	31 Mar 2021
Coronation Fund Managers Ltd.	13F Company 13F	7.9%	$59,301,000 2,489,556 shares	—	31 Mar 2021
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	13F Company 13F	5%	$37,159,796 1,560,025 shares	—	31 Mar 2021
Sylebra Capital Ltd	13F Company 13F	4.2%	$31,261,000 1,312,403 shares	—	31 Mar 2021
CREDIT SUISSE AG/	13F Company 13F	3.8%	$28,628,000 1,201,880 shares	—	31 Mar 2021
Invesco Ltd.	13F Company 13F	2.9%	$21,401,000 898,493 shares	—	31 Mar 2021

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

23,944,480

Rows available

Investor	Option	Weight %	Change %	SEC-reported value	* Price	Shares	Share Change	Activity	Report Period

^* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2021 vs Q1 2021 Across Filers

Q1 2021 holders

Q2 2021 holders

Holder diff

-11

Investor	Q1 2021 Shares	Q2 2021 Shares	Share Diff	Share Chg %	Q1 2021 value	Q2 2021 value	Value change	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend