ETSY in the 13F filings
Etsy Inc · CUSIP 29786A106
- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 14 Aug 2024
- latest of these filings; the earliest 6 Aug 2024
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 9 listed it in both
- Shares listed
- 16,246,093
- combined, among listed positions
- Reported value
- $957m
- combined, at the quarter end
Among the 94 comparable managers: 10 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing ETSY in Q2 2024
13 of 13 holders
Largest increases and reductions, by shares
Increases
- Harris Associates LPexisting position · 2,460,076 shares now+2,441,396
- Elliott Investment Management LPexisting position · 4,500,000 shares now+2,250,000
- Marshall Wace LLPexisting position · 1,402,216 shares now+1,055,296
- Renaissance Technologies LLCexisting position · 4,215,370 shares now+734,200
- AQR Capital Management LLCexisting position · 1,196,932 shares now+517,480
Reductions
- Voloridge Investment Management LLCexisting position · 423,156 shares now-101,516
- Man Group PLCexisting position · 579,357 shares now-96,848
- Polen Capital Management LLCexisting position · 32,925 shares now-5,314
New positions and exits
New (1)
Exited (1)
- Artisan Partners LPwas $105m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2015 | 5 | $179m | n.a. | n.a. |
| Q3 2015 | 4 | $171m | n.a. | n.a. |
| Q4 2015 | 5 | $99m | n.a. | n.a. |
| Q1 2016 | 4 | $109m | n.a. | n.a. |
| Q2 2016 | 4 | $151m | n.a. | n.a. |
| Q3 2016 | 5 | $250m | n.a. | n.a. |
| Q4 2016 | 4 | $157m | n.a. | n.a. |
| Q1 2017 | 6 | $179m | n.a. | n.a. |
| Q2 2017 | 8 | $343m | n.a. | n.a. |
| Q3 2017 | 10 | $441m | n.a. | n.a. |
| Q4 2017 | 15 | $587m | n.a. | n.a. |
| Q1 2018 | 14 | $694m | n.a. | n.a. |
| Q2 2018 | 10 | $991m | n.a. | n.a. |
| Q3 2018 | 11 | $1.5bn | n.a. | n.a. |
| Q4 2018 | 14 | $1.4bn | n.a. | n.a. |
| Q1 2019 | 15 | $1.9bn | n.a. | n.a. |
| Q2 2019 | 20 | $1.7bn | n.a. | n.a. |
| Q3 2019 | 15 | $1.4bn | n.a. | n.a. |
| Q4 2019 | 14 | $835m | n.a. | n.a. |
| Q1 2020 | 12 | $918m | n.a. | n.a. |
| Q2 2020 | 21 | $3.0bn | n.a. | n.a. |
| Q3 2020 | 21 | $3.4bn | n.a. | n.a. |
| Q4 2020 | 22 | $5.1bn | n.a. | n.a. |
| Q1 2021 | 24 | $5.4bn | n.a. | n.a. |
| Q2 2021 | 20 | $5.9bn | n.a. | n.a. |
| Q3 2021 | 21 | $5.6bn | n.a. | n.a. |
| Q4 2021 | 22 | $5.5bn | n.a. | n.a. |
| Q1 2022 | 12 | $2.9bn | n.a. | n.a. |
| Q2 2022 | 13 | $1.8bn | n.a. | n.a. |
| Q3 2022 | 15 | $2.2bn | n.a. | n.a. |
| Q4 2022 | 17 | $2.6bn | n.a. | n.a. |
| Q1 2023 | 17 | $2.7bn | n.a. | n.a. |
| Q2 2023 | 20 | $1.4bn | n.a. | n.a. |
| Q3 2023 | 18 | $517m | n.a. | n.a. |
| Q4 2023 | 13 | $580m | 10 | 5 |
| Q1 2024 | 16 | $753m | 13 | 5 |
| Q2 2024 | 13 | $957m | 10 | 4 |
| Q3 2024 | 14 | $1.1bn | 10 | 4 |
| Q4 2024 | 17 | $1.1bn | 9 | 7 |
| Q1 2025 | 15 | $1.1bn | 8 | 8 |
| Q2 2025 | 15 | $1.6bn | 10 | 6 |
| Q3 2025 | 11 | $1.9bn | 6 | 6 |
| Q4 2025 | 15 | $1.4bn | 18 | 17 |
| Q1 2026 | 9 | $1.2bn | 14 | 19 |
| Q2 2026 | 16 | $2.1bn | 25 | 11 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
ETSY and GOOGL →ETSY and AMZN →ETSY and GOOG →Choose a stock to compare with ETSY →
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 ETSY, latest filings →Back to the 13F Explorer →