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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 6 listed it in both
Shares listed
12,796,758
combined, among listed positions
Reported value
$1.8bn
combined, at the quarter end

Among the 92 comparable managers: 12 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +238,743.

Managers listing NTES in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Dodge & Cox2,154,376$296m0.16%Trimmed-138,20013 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,867,943$257munder 0.1%Added+810,11117 Feb 2026 (the filing on sec.gov)
Capital World Investors1,507,792$208munder 0.1%Trimmed-45,17511 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,219,347$168munder 0.1%Trimmed-131,80019 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,218,256$168m0.10%Trimmed-590,58013 Feb 2026 (the filing on sec.gov)
MFS Investment Management1,217,124$168m0.05%Trimmed-34,02122 Jan 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,088,688$150m0.23%Added+5,60012 Feb 2026 (the filing on sec.gov)
Man Group PLC874,835$120m0.20%Trimmed-180,28717 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP555,948$77munder 0.1%Trimmed-15,02817 Feb 2026 (the filing on sec.gov)
Millennium Management LLC386,811$53munder 0.1%Added+236,15217 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC192,268$26munder 0.1%Added+54,46812 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC119,303$16munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.115,674$16munder 0.1%Added+54,67917 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC80,248$11munder 0.1%Added+6,77827 Oct 2026 (the filing on sec.gov)
Marshall Wace LLP79,207$11munder 0.1%Added+76,62713 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP73,024$10munder 0.1%Trimmed-6,44317 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC16,665$2.3munder 0.1%Trimmed-5,10210 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC10,405$1.4munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP10,100$1.4munder 0.1%Added+7,10017 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP7,069$973kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC1,674$230kunder 0.1%Trimmed-24513 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC1$00.00%Newnew13 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (4)

Exited (1)

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 →