Comparable stake leader
ORBIS INVESTMENT MANAGEMENT LTD
SEC ownership of Youdao, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001781753.
Disclosed value leader
Orbis Allan Gray Ltd
Comparable rows
34/42
Latest evidence
29 Jun 2026
- Public ticker
- DAO on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
ORBIS INVESTMENT MANAGEMENT LTD
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
34 of 42
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
ORBIS INVESTMENT MANAGEMENT LTD
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
29 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001781753
- Issuer location
- Binjiang District, Hangzhou
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Youdao, Inc. (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 INVESTMENT MANAGEME...
Disclosed value leader
Orbis Allan Gray Ltd
Comparable rows
34/42
Latest evidence
29 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 22%
8 rows are not safely comparable across share classes.
13D/G row: ORBIS INVESTMENT MANAGEMENT LTD
Showing 1-8 of 42 holder rows.
Quick read
ORBIS INVESTMENT MANAGEMENT LTD leads the comparable SEC ownership view at 22%.
34 of 42 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 INVESTMENT MANAGEMENT LTD's linked filing trail.
Comparable ownership
Top 5
ORBIS INVESTMENT MANAGEMENT LTD
22%
Orbis Allan Gray Ltd
22%
NetEase, Inc.
9.2%
VANGUARD CAPITAL MANAGEMENT LLC
2.7%
ACADIAN ASSET MANAGEMENT LLC
0.94%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 42 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ORBIS INVESTMENT MANAGEMENT LTD |
13D/G
Orbis Investment Management Limited
|
22%
|
$64,489,589
6,738,724 shares
|
-$1,963,132 | 31 Mar 2026 |
| Orbis Allan Gray Ltd |
13F
Company
|
22%
|
$66,241,657
6,738,724 shares
|
— | 31 Mar 2026 |
| NetEase, Inc. |
13F
Company
|
9.2%
|
$28,490,220
2,898,293 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
2.7%
|
$8,182,787
832,430 shares
|
— | 31 Mar 2026 |
| ACADIAN ASSET MANAGEMENT LLC |
13F
Company
|
0.94%
|
$2,901,000
295,624 shares
|
— | 31 Mar 2026 |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
Company
|
0.72%
|
$2,221,659
226,008 shares
|
— | 31 Mar 2026 |
| VANGUARD FIDUCIARY TRUST CO |
13F
Company
|
0.68%
|
$2,080,677
211,666 shares
|
— | 31 Mar 2026 |
| GSA CAPITAL PARTNERS LLP |
13F
Company
|
0.22%
|
$678,000
68,942 shares
|
— | 31 Mar 2026 |
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.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 10 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-8 of 8 reporting-owner rows connected to Youdao, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
8
Largest Forms 3/4/5 holder
William Lei Ding
Net 12M change
$0
Latest report
29 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| William Lei Ding | Director | Mixed | 17 Mar 2026 | |||
| Wu Yinghui | Senior Vice President | Mixed | 29 May 2026 | |||
| Li Yongwei | Vice President | Mixed | 29 Jun 2026 | |||
| Peng Su | Senior Vice President | Mixed | 29 May 2026 | |||
| Jimmy Y. Lai | Director | Mixed | 28 May 2026 | |||
| Zhou Feng | Chief Executive Officer, Director | Mixed | 18 Mar 2026 | |||
| Jin Lei | president | Mixed | 29 May 2026 | |||
| Harry Heung Yeung Shum | Director | Mixed | 29 May 2026 |
Recent insider transactions for Youdao, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Li Yongwei | DAO | Class A Ordinary Shares | Sale | -40.2% | -2,300 | 3,420 | 30 Jun 2026 | Direct | ||
| Li Yongwei | DAO | Class A Ordinary Shares | Options Exercise | 67.2% | 2,300 | 5,720 | 30 Jun 2026 | Direct | ||
| Li Yongwei | DAO | Option | Options Exercise | -10.3% | -2,300 | 20,000 | 30 Jun 2026 | Direct | ||
| Li Yongwei | DAO | Class A Ordinary Shares | Sale | -53.9% | -4,000 | 3,420 | 29 Jun 2026 | Direct | ||
| Li Yongwei | DAO | Class A Ordinary Shares | Options Exercise | 117% | 4,000 | 7,420 | 29 Jun 2026 | Direct | ||
| Li Yongwei | DAO | Option | Options Exercise | -15.2% | -4,000 | 22,300 | 29 Jun 2026 | Direct | ||
| Li Yongwei | DAO | Class A Ordinary Shares | Award | 3,420 | 3,420 | 01 Jun 2026 | Direct | |||
| Lai Jimmy Y. | DAO | Restricted Share Unit | Award | 78.7% | 11,450 | 26,002 | 29 May 2026 | Direct | ||
| Wu Yinghui | DAO | Restricted Share Unit | Award | 114.3% | 10,000 | 18,750 | 29 May 2026 | Direct | ||
| Peng Su | DAO | Restricted Share Unit | Award | 114.3% | 10,000 | 18,750 | 29 May 2026 | Direct | ||
| Harry Heung Yeung Shum | DAO | Restricted Share Unit | Award | 78.7% | 11,450 | 26,002 | 29 May 2026 | Direct | ||
| Jin Lei | DAO | Restricted Share Unit | Award | 77.5% | 82,120 | 188,079 | 29 May 2026 | Direct | ||
| Lai Jimmy Y. | DAO | Class A Ordinary Shares | Sale | -7.37% | -3,997 | 50,221 | 28 May 2026 | Direct | ||
| Lai Jimmy Y. | DAO | Class A Ordinary Shares | Options Exercise | 7.96% | 3,997 | 54,218 | 28 May 2026 | Direct | ||
| Lai Jimmy Y. | DAO | Option | Options Exercise | -23.2% | -3,997 | 13,201 | 28 May 2026 | Direct |
* marks a reported price that did not pass the local price check.