DDLNYSERetail-Catalog & Mail-Order HousesFiscal year ends December 31
Dingdong (Cayman) Ltd
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 20-F on Apr 24, 2026
$2.13+0.01 (+0.47%)
Close on Oct 19, 2026
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
19.4%
69M of 354M shares
Institutional holders
55
4 new, 10 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Changlin Liang | 92,068,492 | 26.00% | 13G (passive) amendment | Dec 31, 2023 |
| SoftBank Group Corp. | 20,906,600 | 7.00% | 13G (passive) amendment | Dec 31, 2023 |
| Neil Nanpeng Shen (ns) | 16,711,749 | 5.60% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DDL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Capital Today Evergreen Fund, L.P. | 11,879,332 | 3.35% | $22.93M | – | 17.70% |
| Galileo (PTC) Ltd | 11,716,130 | 3.31% | $22.61M | – | 2.04% |
| HSG Holding Ltd | 10,091,839 | 2.85% | $19.48M | – | 1.57% |
| Boundless Plain Holdings Ltd | 7,989,001 | 2.25% | $15.42M | – | 3.57% |
| Platinum Investment Management Ltd | 6,486,507 | 1.83% | $12.52M | – | 3.08% |
| Allspring Global Investments Holdings, LLC | 3,020,244 | 0.85% | $5.83M | – | 0.01% |
| Vanguard Capital Management LLC | 3,010,419 | 0.85% | $5.81M | −81,031 | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 2,954,267 | 0.83% | $5.70M | −37,515 | 0.01% |
| Barclays PLC | 2,853,663 | 0.81% | $5.51M | – | 0.00% |
| Renaissance Technologies LLC | 1,385,500 | 0.39% | $2.67M | −17,900 | 0.00% |
| Acadian Asset Management LLC | 1,340,265 | 0.38% | $2.58K | +34,442 | 0.00% |
| Softbank Group Corp. | 1,050,000 | 0.30% | $2.03M | – | 0.01% |
| Vanguard Fiduciary Trust Co | 787,973 | 0.22% | $1.52M | – | 0.00% |
| Schonfeld Strategic Advisors LLC | 758,255 | 0.21% | $1.46M | +636,024 | 0.01% |
| First Beijing Investment Ltd | 622,432 | 0.18% | $1.20M | −223,520 | 0.05% |
| Morgan Stanley | 591,411 | 0.17% | $1.14M | +34,921 | 0.00% |
| UBS Group AG | 285,837 | 0.08% | $551.67K | −206,131 | 0.00% |
| State Street Corp | 265,450 | 0.07% | $512.32K | −6,965 | 0.00% |
| Public Employees Retirement System Of Ohio | 218,068 | 0.06% | $420.87K | −367 | 0.00% |
| Anther Capital Ltd | 165,400 | 0.05% | $319.22K | – | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 55 | 69M | 19.4% | 4 / 8 | 21 / 10 | 1M | 2M |
| Q1 2026 | 61 | 70M | 19.7% | 23 / 14 | 12 / 16 | 10M | 5M |
| Q4 2025 | 55 | 69M | 19.5% | 13 / 10 | 22 / 8 | 11M | 6M |
| Q3 2025 | 53 | 64M | 18.1% | 5 / 14 | 22 / 10 | 1M | 4M |
| Q2 2025 | 58 | 67M | 18.8% | 12 / 16 | 19 / 13 | 3M | 8M |
| Q1 2025 | 59 | 72M | 20.3% | 4 / 20 | 22 / 11 | 5M | 6M |
| Q4 2024 | 66 | 74M | 20.8% | 25 / 24 | 9 / 8 | 14M | 1M |
| Q3 2024 | 49 | 61M | 17.1% | 18 / 15 | 8 / 2 | 5M | 3M |
| Q2 2024 | 33 | 58M | 16.4% | 4 / 9 | 12 / 9 | 2M | 2M |
| Q1 2024 | 38 | 58M | 16.4% | 10 / 9 | 6 / 12 | 1M | 2M |
| Q4 2023 | 40 | 58M | 16.5% | 6 / 9 | 10 / 8 | 2M | 1M |
| Q3 2023 | 42 | 58M | 16.4% | 7 / 7 | 14 / 5 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DDL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total International Stock Index Fund | 1,374,621 | 0.39% | $3.53M | 0.00% | Jul 31, 2026 |
| Vanguard Emerging Markets Stock Index Fund | 1,214,608 | 0.34% | $3.12M | 0.00% | Jul 31, 2026 |
| Vanguard Ftse All-World Ex-US Small-Cap Index Fund | 335,519 | 0.09% | $862.28K | 0.01% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio Emerging Markets ETF | 162,195 | 0.05% | $313.04K | 0.00% | Jun 30, 2026 |
| Invesco Golden Dragon China ETF | 87,044 | 0.02% | $223.70K | 0.23% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Emerging Markets Small Cap ETF | 84,966 | 0.02% | $163.98K | 0.02% | Jun 30, 2026 |
| Vanguard Total World Stock Index Fund | 66,118 | 0.02% | $169.92K | 0.00% | Jul 31, 2026 |
| Vanguard Esg International Stock ETF | 19,553 | 0.01% | $49.27K | 0.00% | May 31, 2026 |
| Siit World Equity Ex-US Fund | 18,399 | 0.01% | $46.37K | 0.00% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) China ETF | 18,289 | 0.01% | $35.30K | 0.01% | Jun 30, 2026 |
| Avantis Emerging Markets Small Cap Equity ETF | 3,694 | 0.00% | $9.31K | 0.01% | May 31, 2026 |
| Blackstone Alternative Multi-Strategy Fund | -2,400 | -0.00% | -$4.63K | -0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Yi Dylan Ding | Chief Operation Officer, Director | – | – | Mar 31, 2026 |
| Song Wang | Chief Executive Officer, Director | 198,667 | 0.06% | Mar 18, 2026 |
| Zhijian Xu | Chief Merchandising Officer | 24,644 | 0.01% | Mar 18, 2026 |
| Xu Jiang | Chief Technology Officer | 29,128 | 0.01% | Mar 18, 2026 |
| Changlin Liang | Director, 10% owner | 65,139,316 | 18.38% | Sep 30, 2026 |
| Wai Lap Philip Leung | Director | – | – | Mar 18, 2026 |
| Ed Yiu-Cheong Chan | Director | 100,000 | 0.03% | Mar 18, 2026 |
| Chi Eric Zhang | Director | – | – | Mar 18, 2026 |
| Yikun Zhu | – | 0 | – | Sep 16, 2026 |
| Zhou Chamberlain Chen | – | 0 | – | May 26, 2026 |
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Song Wang Chief Financial Officer | Mar 10, 2025 | 160,000 | $536.00K | Mar 10, 2025 | Under ESOP Plan of the Issuer as a senior management |
| II DE DON HK Limited Ocean Affiliate | Dec 31, 2024 | 308,485 | $1.11M | Dec 31, 2024 | Purchase |
| Moira Holding Limited Ocean Affiliate | Dec 31, 2024 | 236,441 | $848.82K | Dec 31, 2024 | Purchase |
| Zhijian Xu Chief Merchandising Officer | Dec 30, 2024 | 100,000 | $359.00K | Dec 31, 2024 | Under ESOP Plan of the Issuer as a senior management |
| Le Yu Former Officer and Director | Nov 17, 2023 | 86,997 | $165.29K | Nov 20, 2023 | Under ESOP Plan |
| Le Yu Officer, Director | May 17, 2023 | 1,034,500 | $3.49M | May 18, 2023 | Acquired under the 2021 Senior Management Awards under the ESOP Plan of the Issuer as a senior management |
| Changlin Liang Officer, Director, 10% Stockholder | May 17, 2023 | 1,998,650 | $6.74M | May 18, 2023 | Share transfer from another entity with the same UBO |