13FPulse
NT

NTES NETEASE INC-ADR

2026Q2 · CUSIP 64110W102 · Gaming · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
451
Institutions that reported holding it to the SEC
Net increase in holders
+26
Last quarter 425 → now 451
How unusual is that
Top 20%
Stronger buying than 87% of US stocks
What the filings say, in one paragraph

451 funds held NTES at the end of 2026Q2, up 26 from the quarter before. That is stronger buying than 87.4% of US stocks — among the most piled-into names this quarter. NTES has had 20 buying rushes in its history, and the price moved +12.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Gaming.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=182 2013Q4: holders=174 2014Q1: holders=171 2014Q2: holders=160 2014Q3: holders=162 2014Q4: holders=199 2015Q1: holders=208 2015Q2: holders=259 2015Q3: holders=231 2015Q4: holders=288 2016Q1: holders=322 2016Q2: holders=319 2016Q3: holders=361 2016Q4: holders=381 2017Q1: holders=414 2017Q2: holders=431 2017Q3: holders=400 2017Q4: holders=434 2018Q1: holders=403 2018Q2: holders=348 2018Q3: holders=333 2018Q4: holders=354 2019Q1: holders=353 2019Q2: holders=373 2019Q3: holders=382 2019Q4: holders=436 2020Q1: holders=426 2020Q2: holders=443 2020Q3: holders=462 2020Q4: holders=461 2021Q1: holders=464 2021Q2: holders=483 2021Q3: holders=412 2021Q4: holders=429 2022Q1: holders=383 2022Q2: holders=357 2022Q3: holders=321 2022Q4: holders=315 2023Q1: holders=307 2023Q2: holders=325 2023Q3: holders=352 2023Q4: holders=397 2024Q1: holders=402 2024Q2: holders=386 2024Q3: holders=365 2024Q4: holders=366 2025Q1: holders=375 2025Q2: holders=432 2025Q3: holders=444 2025Q4: holders=456 2026Q1: holders=425 2026Q2: holders=451 -71 -35.5 +0 +35.5 +71 144326508 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 20 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q2 Top 5% +18.1% +8.0%
2023Q4 Top 20% -10.0% -1.6%
2023Q3 Top 5% -14.3% -3.8%
2023Q2 Top 20% -1.3% +13.2%
2021Q2 Top 20% +0.3% +33.1%
2020Q3 Top 20% +19.1% +37.7%
2019Q4 Top 10% -9.2% +5.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
190
Change in large funds
+20
Total value they hold
$7.5B
Funds buying for the first time
80
Funds that sold out entirely
54
Price change that quarter
+5.8%
Funds holding puts (bearish)
11
Funds holding calls (bullish)
12

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.