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ETSY in the 13F filings

Etsy Inc · CUSIP 29786A106

Sector · Business and payment servicesTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
15 Dec 2025
latest of these filings; the earliest 12 Nov 2025
Managers listing it
11
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 8 listed it in both
Shares listed
29,096,307
combined, among listed positions
Reported value
$1.9bn
combined, at the quarter end

Among the 95 comparable managers: 6 buyers (opened or added shares) and 6 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 Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

11 of 11 holders

ActionFiling
Renaissance Technologies LLC6,003,841$399m0.53%Trimmed-1,643,40013 Nov 2025 (the filing on sec.gov)
Elliott Investment Management LP5,000,000$332m1.46%Held014 Nov 2025 (the filing on sec.gov)
Lone Pine Capital LLC3,880,316$258m1.87%Newnew14 Nov 2025 (the filing on sec.gov)
Holocene Advisors LP3,105,540$206m0.47%Trimmed-2,238,25714 Nov 2025 (the filing on sec.gov)
AQR Capital Management LLC2,934,338$195m0.12%Trimmed-1,485,78814 Nov 2025 (the filing on sec.gov)
Arrowstreet Capital LP2,408,530$160m0.10%Trimmed-1,283,60413 Nov 2025 (the filing on sec.gov)
Acadian Asset Management LLC2,017,349$134m0.23%Added+368,46313 Nov 2025 (the filing on sec.gov)
Point72 Asset Management LP1,840,590$122m0.20%Newnew14 Nov 2025 (the filing on sec.gov)
Balyasny Asset Management LLC1,188,346$79m0.10%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Bridgewater Associates LP504,438$33m0.13%Added+418,08913 Nov 2025 (the filing on sec.gov)
Verition Fund Management LLC213,019$14m0.06%Added+1,91814 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 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 (2)

Exited (2)

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 →