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NetEase, Inc.

NTES Communication Services
$131.29 +$0.96 (0.74%)
Market Cap: $82.87 B
Gurus Holding
5
Popularity Rank
#1659
% of Shares Held
0.09%
Net Activity (Q1 2026)
+$34.17 M

Guru Ownership Trend

Guru Analysis for NetEase, Inc. (NTES)

NetEase, Inc. (NTES), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $390.63 M.

Top institutional holders include Renaissance Technologies (RenTech) and Ken Fisher.

Institutional sentiment is currently Bullish. This is evidenced by a $34.17 M net inflow during the quarter.

Recent activity highlights Cliff Asness who opened a new position. Conversely, Manning & Napier Group reduced exposure by 1.3%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$34.99 M
Total Buy Value
New Buys 1
Additions 2
-$816,538.04
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for NetEase, Inc. (NTES)

Major holders include Renaissance Technologies (RenTech) ($152.6 M), Ken Fisher ($128.48 M), Chris Davis ($47.32 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.98 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $34.17 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited NTES. The total reported sell value was $816,538.04.

Yes, 1 managers opened new positions in NTES, and 2 increased their existing holdings. The total reported buy value was $34.99 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.24% Add 25.2% 1,363,188 $152.6 M Q1 2026
0.04% Add 3.2% 1,147,760 $128.48 M Q1 2026
0.22% Reduce -0.8% 422,712 $47.32 M Q1 2026
0.06% Reduce -1.3% 39,084 $4.38 M Q1 2026
0.00% New Buy 2,584 $289,253 Q1 2026
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