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EA in the 13F filings

Electronic Arts Inc · CUSIP 285512109

Theme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 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
38
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 23 listed it in both
Shares listed
37,551,612
combined, among listed positions
Reported value
$7.7bn
combined, at the quarter end

Among the 92 comparable managers: 26 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +15,195,227.

Managers listing EA 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.

38 of 38 holders

ActionFiling
Invesco Ltd9,675,137$2.0bn0.19%Added+5,360,17519 Feb 2026 (the filing on sec.gov)
Farallon Capital Management LLC5,035,000$1.0bn4.45%Newnew17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC4,195,119$857m0.36%Added+3,352,04917 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC2,179,784$445m0.57%Added+1,276,34317 Feb 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP1,956,941$400m4.67%Added+1,451,52117 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC1,704,231$348m0.57%Trimmed-1,063,67810 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,121,190$229munder 0.1%Trimmed-527,85917 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC969,284$198m0.10%Trimmed-207,65717 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC960,745$196munder 0.1%Added+435,20317 Feb 2026 (the filing on sec.gov)
MFS Investment Management908,465$186m0.06%Trimmed-866,50622 Jan 2026 (the filing on sec.gov)
Tudor Investment Corp887,833$181m0.34%Added+886,83317 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC844,454$173m0.18%Added+813,58013 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC818,209$167m0.12%Added+359,02127 Oct 2026 (the filing on sec.gov)
Voloridge Investment Management LLC808,268$165m0.58%Newnew17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP645,594$132munder 0.1%Added+20,56817 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP589,789$121munder 0.1%Added+95,72517 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC516,974$106m0.41%Added+286,63413 Feb 2026 (the filing on sec.gov)
Soros Fund Management LLC428,402$88m1.01%Added+318,40213 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.424,515$87munder 0.1%Trimmed-721,24617 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP397,500$81m0.27%Trimmed-390,54913 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc355,840$73munder 0.1%Trimmed-1,048,18417 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC350,279$72munder 0.1%Added+184,09912 Feb 2026 (the filing on sec.gov)
Man Group PLC315,796$65m0.11%Trimmed-260,44517 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP283,441$58m0.05%Trimmed-67,76813 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC234,456$48m0.21%Newnew17 Feb 2026 (the filing on sec.gov)
Page 1 of 2

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 (6)

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.
16 in Q3 2024 to 26 in Q2 2026

Tracked managers listing it, at least.

02040602014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
EA by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201313$1.3bnn.a.n.a.
Q3 201311$1.4bnn.a.n.a.
Q4 201310$1.5bnn.a.n.a.
Q1 201410$1.9bnn.a.n.a.
Q2 201414$2.1bnn.a.n.a.
Q3 201417$1.4bnn.a.n.a.
Q4 201420$2.5bnn.a.n.a.
Q1 201521$3.5bnn.a.n.a.
Q2 201522$4.3bnn.a.n.a.
Q3 201524$4.9bnn.a.n.a.
Q4 201523$5.1bnn.a.n.a.
Q1 201621$4.3bnn.a.n.a.
Q2 201627$6.1bnn.a.n.a.
Q3 201624$7.0bnn.a.n.a.
Q4 201621$6.7bnn.a.n.a.
Q1 201722$8.3bnn.a.n.a.
Q2 201733$10.2bnn.a.n.a.
Q3 201732$11.8bnn.a.n.a.
Q4 201730$9.8bnn.a.n.a.
Q1 201834$11.5bnn.a.n.a.
Q2 201842$13.1bnn.a.n.a.
Q3 201829$9.8bnn.a.n.a.
Q4 201829$5.9bnn.a.n.a.
Q1 201927$7.8bnn.a.n.a.
Q2 201928$7.8bnn.a.n.a.
Q3 201924$6.7bnn.a.n.a.
Q4 201926$6.4bnn.a.n.a.
Q1 202032$6.1bnn.a.n.a.
Q2 202032$8.1bnn.a.n.a.
Q3 202025$7.6bnn.a.n.a.
Q4 202021$7.3bnn.a.n.a.
Q1 202123$6.6bnn.a.n.a.
Q2 202128$6.3bnn.a.n.a.
Q3 202119$5.4bnn.a.n.a.
Q4 202119$5.1bnn.a.n.a.
Q1 202225$5.1bnn.a.n.a.
Q2 202218$5.1bnn.a.n.a.
Q3 202222$4.9bnn.a.n.a.
Q4 202224$4.6bnn.a.n.a.
Q1 202323$4.2bnn.a.n.a.
Q2 202319$4.6bnn.a.n.a.
Q3 202322$3.2bnn.a.n.a.
Q4 202323$3.3bn1410
Q1 202421$3.4bn1110
Q2 202418$3.3bn911
Q3 202416$2.5bn513
Q4 202415$2.5bn710
Q1 202517$2.6bn126
Q2 202521$3.0bn186
Q3 202524$3.9bn1510
Q4 202529$7.2bn2613
Q1 202625$7.6bn2517
Q2 202626$8.8bn2219

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

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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 EA, latest filings →Back to the 13F Explorer →