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NTES · Netease, Inc.
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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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NTES

NetEase, Inc.
SOFTWARE & IT · SERVICES-PREPACKAGED SOFTWARE · CIK 0001110646
CONGRESS · 2FORM 144 · 2☆ WATCH
INSIDER NET · 180D
-$1.3M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
2
FUNDS ADDED · QTR
260
13F, latest reported quarter
REVENUE GROWTH
+11.6%
XBRL, annual
NET MARGIN
30.9%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$1.3M over 180 days
-$1.3M over 90 days
below 51% of Software & IT
CONGRESS
2 members bought in the last year
more than 62% of Software & IT
FUNDS
260 funds added or opened last quarter
more than 81% of Software & IT
REVENUE
+11.6% year over year
more than 57% of Software & IT
MARGIN
30.9% net margin
more than 92% of Software & IT
BUYBACKS
no share repurchases reported
SHORT
0.1% of shares outstanding short · 3.0 days to cover · settled 2026-07-31
below 85% of Software & IT
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
260 funds added or opened positions in the latest 13F quarter, of 460 holders.
2 members of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -12.0%
-12.0%12M
-18%-6%+5%+17%2025-092025-102025-122026-032026-052026-072026-09 2026-06-29 · Boltz Paul William JR sold $1.3M2026-09-02 · Mo Bin sold $86.4K2026-09-01 · Mo Bin filed to sell $87.2K2026-06-29 · Boltz Paul William JR filed to sell $1.3M
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $1.3M sold by insiders over 180 days, 260 funds added last quarter, 2 Congress member(s) bought in 12 months, $1.4M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, NetEase, Inc. insiders sold a net $1.3M of stock across 2 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Mo Bin
Vice President, Finance
SELL
2026-09-02
716.0
$86.4K
Boltz Paul William JR
General Counsel
SELL
2026-06-29
10,000.0
$1.3M
2 TRANSACTIONS ON RECORD · THIN RECORD, READ IT AS SUCH

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Institutional holders
13F · holdings as of the latest quarter funds have reported
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
8,040,080.0 sh
$1.0B
Ninety One UK Ltd
6,246,584.0 sh
$800.4M
Orbis Allan Gray Ltd
3,503,491.0 sh
$448.9M
FMR LLC
2,516,761.0 sh
$322.5M
Harding Loevner LP
2,258,205.0 sh
$291.4M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Mo Bin
FILED 2026-09-01
$87.2K
Boltz Paul William JR
FILED 2026-06-29
$1.3M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Roundhill Video Games ETF
$1.6M POSITION · AS OF 2026-03-31
10.4%
VanEck Video Gaming and eSports ETF
$18.6M POSITION · AS OF 2026-03-31
7.1%
Invesco Golden Dragon China ETF
$6.6M POSITION · AS OF 2026-04-30
5.8%
Global X Video Games & Esports ETF
$4.9M POSITION · AS OF 2026-02-28
5.6%
ULTRACHINA PROFUND
$1.2M POSITION · AS OF 2026-04-30
5.4%
Global X Social Media ETF
$4.3M POSITION · AS OF 2026-04-30
4.7%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$112.6B$105.3B$103.5B$96.5B
GROSS PROFIT$72.4B$65.8B$63.1B$52.8B
OPERATING INCOME$35.8B$29.6B$27.7B$19.6B
NET INCOME$34.8B$30.3B$29.4B$19.8B
EPS (DILUTED)10.489.199.056.17
OPERATING CASH FLOW$50.7B$39.7B$35.3B$27.7B
CASH$47.2B$51.4B$21.4B$24.9B
LONG-TERM DEBT$428.0M$428.0M$3.7B
DIVIDENDS PAID$13.8B$11.2B$8.0B$6.7B
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →