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NTES in the 13F filings

Netease Com Inc · CUSIP 64110W102

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 6 listed it in both
Shares listed
12,643,084
combined, among listed positions
Reported value
$1.4bn
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

Among the 91 comparable managers: 13 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -303,098.

Managers listing NTES in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Dodge & Cox2,156,976$241m0.13%Added+2,60014 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,117,023$237munder 0.1%Added+249,08015 May 2026 (the filing on sec.gov)
Invesco Ltd2,021,374$226munder 0.1%Added+802,02712 May 2026 (the filing on sec.gov)
MFS Investment Management† Value as filed implies a price far from other filers'.1,376,648$172m0.06%Added+159,52414 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,363,188$153m0.24%Added+274,50014 May 2026 (the filing on sec.gov)
Man Group PLC779,594$87m0.16%Trimmed-95,24115 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP606,559$68munder 0.1%Trimmed-611,69714 May 2026 (the filing on sec.gov)
Capital World Investors541,188$61munder 0.1%Trimmed-966,60413 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.381,425$43munder 0.1%Added+265,75115 May 2026 (the filing on sec.gov)
Millennium Management LLC324,651$36munder 0.1%Trimmed-62,16015 May 2026 (the filing on sec.gov)
Farallon Capital Management LLC291,219$33m0.17%Newnew15 May 2026 (the filing on sec.gov)
Wellington Management Group LLP188,352$21munder 0.1%Trimmed-367,59615 May 2026 (the filing on sec.gov)
Jane Street Group LLC116,149$13munder 0.1%Trimmed-76,11912 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC92,798$10munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP66,339$7.4munder 0.1%Trimmed-6,68515 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC64,084$7.2munder 0.1%Trimmed-16,16427 Oct 2026 (the filing on sec.gov)
Two Sigma Investments LP53,700$6.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Marshall Wace LLP50,437$5.6munder 0.1%Trimmed-28,77015 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC31,264$3.5munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC12,722$1.4munder 0.1%Trimmed-3,94313 May 2026 (the filing on sec.gov)
Verition Fund Management LLC3,105$348kunder 0.1%Added+1,43115 May 2026 (the filing on sec.gov)
AQR Capital Management LLC2,584$289kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Walleye Capital LLC1,705$191kunder 0.1%Added+1,70413 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NTES by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20136$1.2bnn.a.n.a.
Q3 201312$1.5bnn.a.n.a.
Q4 20136$1.5bnn.a.n.a.
Q1 20148$1.3bnn.a.n.a.
Q2 20149$1.2bnn.a.n.a.
Q3 20147$1.4bnn.a.n.a.
Q4 20149$1.5bnn.a.n.a.
Q1 20158$1.6bnn.a.n.a.
Q2 201519$2.3bnn.a.n.a.
Q3 201511$1.9bnn.a.n.a.
Q4 201512$2.4bnn.a.n.a.
Q1 201612$1.8bnn.a.n.a.
Q2 201611$2.3bnn.a.n.a.
Q3 201617$2.5bnn.a.n.a.
Q4 201621$2.5bnn.a.n.a.
Q1 201725$4.2bnn.a.n.a.
Q2 201717$4.5bnn.a.n.a.
Q3 201719$3.8bnn.a.n.a.
Q4 201719$5.2bnn.a.n.a.
Q1 201811$3.4bnn.a.n.a.
Q2 201810$2.6bnn.a.n.a.
Q3 20189$2.3bnn.a.n.a.
Q4 201810$2.3bnn.a.n.a.
Q1 201913$2.2bnn.a.n.a.
Q2 201918$2.5bnn.a.n.a.
Q3 201922$2.7bnn.a.n.a.
Q4 201919$2.7bnn.a.n.a.
Q1 202020$3.4bnn.a.n.a.
Q2 202017$4.3bnn.a.n.a.
Q3 202021$4.2bnn.a.n.a.
Q4 202015$3.5bnn.a.n.a.
Q1 202114$4.1bnn.a.n.a.
Q2 202118$4.8bnn.a.n.a.
Q3 202116$3.0bnn.a.n.a.
Q4 202114$3.7bnn.a.n.a.
Q1 202211$2.7bnn.a.n.a.
Q2 202212$3.2bnn.a.n.a.
Q3 20229$2.1bnn.a.n.a.
Q4 20229$1.9bnn.a.n.a.
Q1 20237$2.2bnn.a.n.a.
Q2 202310$2.0bnn.a.n.a.
Q3 20238$1.4bnn.a.n.a.
Q4 202313$1.4bn104
Q1 202412$929m68
Q2 202414$907m103
Q3 202411$943m83
Q4 202411$1.2bn85
Q1 202510$1.6bn74
Q2 20259$1.5bn46
Q3 20257$1.4bn25
Q4 20256$1.1bn1211
Q1 20268$825m1313
Q2 20267$945m1711

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NTES and GOOGL →NTES and AMZN →NTES and MSFT →Choose a stock to compare with NTES →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NTES, latest filings →Back to the 13F Explorer →