L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
28 Apr 2025
latest of these filings; the earliest 10 Feb 2025
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 13 listed it in both
Shares listed
21,036,188
combined, among listed positions
Reported value
$1.1bn
combined, at the quarter end

Among the 94 comparable managers: 9 buyers (opened or added shares) and 7 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 Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Renaissance Technologies LLC5,421,641$287m0.42%Added+235,55013 Feb 2025 (the filing on sec.gov)
Elliott Investment Management LP5,000,000$264m1.59%Held028 Apr 2025 (the filing on sec.gov)
Arrowstreet Capital LP3,742,714$198m0.16%Trimmed-133,17612 Feb 2025 (the filing on sec.gov)
Harris Associates LP1,778,291$94m0.12%Trimmed-172,99514 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC1,317,814$70m0.20%Added+836,62011 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC889,438$47m0.06%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Holocene Advisors LP571,000$30m0.10%Trimmed-312,50614 Feb 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP538,668$28m0.10%Newnew14 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC476,457$25m0.09%Added+137,60214 Feb 2025 (the filing on sec.gov)
Man Group PLC404,415$21m0.06%Trimmed-41,80214 Feb 2025 (the filing on sec.gov)
Tudor Investment Corp307,032$16m0.06%Added+27,66014 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP182,800$9.7munder 0.1%Trimmed-33,90014 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP122,197$6.5munder 0.1%Trimmed-185,19813 Feb 2025 (the filing on sec.gov)
Winton Group Ltd121,963$6.5m0.43%Newnew12 Feb 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP91,837$4.9munder 0.1%Addedn.a.12 Feb 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP54,884$2.9munder 0.1%Added+2,76014 Feb 2025 (the filing on sec.gov)
Polen Capital Management LLC15,037$795kunder 0.1%Trimmed-9,70110 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, 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.

Exited (0)

No exit shown by a manager’s own filing.

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.
14 in Q3 2024 to 16 in Q2 2026

Tracked managers listing it, at least.

0102030201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ETSY by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20155$179mn.a.n.a.
Q3 20154$171mn.a.n.a.
Q4 20155$99mn.a.n.a.
Q1 20164$109mn.a.n.a.
Q2 20164$151mn.a.n.a.
Q3 20165$250mn.a.n.a.
Q4 20164$157mn.a.n.a.
Q1 20176$179mn.a.n.a.
Q2 20178$343mn.a.n.a.
Q3 201710$441mn.a.n.a.
Q4 201715$587mn.a.n.a.
Q1 201814$694mn.a.n.a.
Q2 201810$991mn.a.n.a.
Q3 201811$1.5bnn.a.n.a.
Q4 201814$1.4bnn.a.n.a.
Q1 201915$1.9bnn.a.n.a.
Q2 201920$1.7bnn.a.n.a.
Q3 201915$1.4bnn.a.n.a.
Q4 201914$835mn.a.n.a.
Q1 202012$918mn.a.n.a.
Q2 202021$3.0bnn.a.n.a.
Q3 202021$3.4bnn.a.n.a.
Q4 202022$5.1bnn.a.n.a.
Q1 202124$5.4bnn.a.n.a.
Q2 202120$5.9bnn.a.n.a.
Q3 202121$5.6bnn.a.n.a.
Q4 202122$5.5bnn.a.n.a.
Q1 202212$2.9bnn.a.n.a.
Q2 202213$1.8bnn.a.n.a.
Q3 202215$2.2bnn.a.n.a.
Q4 202217$2.6bnn.a.n.a.
Q1 202317$2.7bnn.a.n.a.
Q2 202320$1.4bnn.a.n.a.
Q3 202318$517mn.a.n.a.
Q4 202313$580m105
Q1 202416$753m135
Q2 202413$957m104
Q3 202414$1.1bn104
Q4 202417$1.1bn97
Q1 202515$1.1bn88
Q2 202515$1.6bn106
Q3 202511$1.9bn66
Q4 202515$1.4bn1817
Q1 20269$1.2bn1419
Q2 202616$2.1bn2511

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 →