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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
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 7 listed it in both
Shares listed
13,539,976
combined, among listed positions
Reported value
$1.8bn
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: 17 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +701,103.

Managers listing NTES in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
Fidelity (FMR LLC)2,516,761$322munder 0.1%Added+399,73813 Aug 2026 (the filing on sec.gov)
Dodge & Cox2,162,476$277m0.15%Added+5,50013 Aug 2026 (the filing on sec.gov)
Invesco Ltd2,047,007$262munder 0.1%Added+25,63314 Aug 2026 (the filing on sec.gov)
MFS Investment Management† Value as filed implies a price far from other filers'.1,572,437$222m0.07%Added+195,7893 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,045,553$134m0.06%Added+438,99413 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC971,788$125m0.17%Trimmed-391,40013 Aug 2026 (the filing on sec.gov)
Man Group PLC747,272$96m0.15%Trimmed-32,32214 Aug 2026 (the filing on sec.gov)
Capital World Investors588,782$75munder 0.1%Added+47,59412 Aug 2026 (the filing on sec.gov)
Millennium Management LLC367,387$47munder 0.1%Added+42,73614 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.346,000$44munder 0.1%Trimmed-35,42514 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP296,224$38munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP287,620$37munder 0.1%Added+99,26814 Aug 2026 (the filing on sec.gov)
Farallon Capital Management LLC123,500$16m0.07%Trimmed-167,71914 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC97,525$12munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC79,720$10munder 0.1%Trimmed-36,42914 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC56,628$7.3munder 0.1%Trimmed-7,45627 Oct 2026 (the filing on sec.gov)
Marshall Wace LLP51,319$6.6munder 0.1%Added+88213 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP45,270$5.8munder 0.1%Trimmed-8,43014 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP43,183$5.5munder 0.1%Trimmed-23,15614 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC31,961$4.1munder 0.1%Added+69714 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp31,860$4.1munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC13,303$1.7munder 0.1%Added+58113 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC7,311$937kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC5,314$681kunder 0.1%Added+2,73014 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC2,133$273kunder 0.1%Trimmed-97214 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 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 (2)

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…

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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 →