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NetEase, Inc.

NTES Communication Services
$115.61 $-0.02 (-0.02%)
Market Cap: $74.33 B
Gurus Holding
8
Popularity Rank
#767
% of Shares Held
0.11%
Net Activity (Q2 2026)
+$89.45 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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $424.68 M.

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

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $89.45 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 105.7%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 28.7%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$140.12 M
Total Buy Value
New Buys 3
Additions 2
-$50.67 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for NetEase, Inc. (NTES)

Major holders include Ken Fisher ($146.84 M), Renaissance Technologies (RenTech) ($124.52 M), Chris Davis ($78.54 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.67 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $89.45 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited NTES. The total reported sell value was $50.67 M.

Yes, 3 managers opened new positions in NTES, and 2 increased their existing holdings. The total reported buy value was $140.12 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Reduce -0.2% 1,145,916 $146.84 M Q2 2026
0.17% Reduce -28.7% 971,788 $124.52 M Q2 2026
0.34% Add 45.0% 612,955 $78.54 M Q2 2026
0.79% New Buy 572,412 $73.35 M Q2 2026
0.04% New Buy 296,224 $37.96 M Q2 2026
0.06% Reduce -5.6% 36,904 $4.77 M Q2 2026
0.01% New Buy 31,860 $4.08 M Q2 2026
0.00% Add 105.7% 5,314 $680,936 Q2 2026
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