Which funds own ETSY
Etsy Inc in the Q2 2026 filings. 17 of the 94 managers on file reported a position, worth $1.8bn between them. Few of the managers on file hold it, so a position here is closer to a view than to a default. The quarter went one way: 14 managers opened or added against 8 cutting.
- Managers holding
- 17
- of 94 on file
- Combined value
- $1.8bn
- as reported
- Opened
- 6
- new this quarter
- Added to
- 8
- already held
- Trimmed or sold out
- 8
- 6 sold out entirely
Every manager on file with a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Renaissance Technologies LLC Quantitative · $72.6bn book | $451m | 0.6% | 5,990,442 | +$153m+28,232 | Added |
| Elliott Investment Management LP Activist · $22.7bn book | $377m | 1.7% | 5,000,000 | +$127m0 | Held |
| Balyasny Asset Management LLC Multi-strategy · $80.2bn book | $203m | 0.3% | 2,690,173 | -$25m-1,868,027 | Trimmed |
| Holocene Advisors LP Long/short equity · $44.4bn book | $151m | 0.3% | 2,004,438 | opened2,004,438 | New |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $127m | 0.2% | 1,681,441 | +$62m+383,569 | Added |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $125m | 0.1% | 1,654,369 | +$61m+386,853 | Added |
| Davidson Kempner Capital Management LP Long/short equity · $8.4bn book | $89m | 1.1% | 97,662,000 | +$8.8m+7,662,000 | Added |
| Oaktree Capital Management LP Activist · $7.2bn book | $61m | 0.8% | 66,836,000 | +$6.4m+5,640,000 | Added |
| Davidson Kempner Capital Management LP Long/short equity · $8.4bn book | $61m | 0.7% | 52,500,000 | opened52,500,000 | New |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $26m | 0.2% | 342,913 | +$23m+284,069 | Added |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $25m | 0.1% | 27,500,000 | opened27,500,000 | New |
| Verition Fund Management LLC Multi-strategy · $19.7bn book | $25m | 0.1% | 21,500,000 | opened21,500,000 | New |
| Soros Fund Management LLC Macro · $8.1bn book | $22m | 0.3% | 297,000 | +$12m+82,000 | Added |
| Verition Fund Management LLC Multi-strategy · $19.7bn book | $21m | 0.1% | 22,500,000 | -$8.1m-9,000,000 | Trimmed |
| Bridgewater Associates LP Macro · $24.4bn book | $21m | 0.1% | 273,253 | +$17m+204,590 | Added |
| Oaktree Capital Management LP Activist · $7.2bn book | $14m | 0.2% | 11,974,000 | opened11,974,000 | New |
| Oaktree Capital Management LP Activist · $7.2bn book | $6.9m | 0.1% | 7,233,000 | opened7,233,000 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Davidson Kempner Capital Management LP · Long/short equity$72m held before
- Moore Capital Management LP · Macro$46m held before
- Soros Fund Management LLC · Macro$37m held before
- Hudson Bay Capital Management LP · Multi-strategy$12m held before
- Wellington Management Group LLP · Long-only$10m held before
- Winton Group Ltd · Quantitative$5.2m held before
What ETSY is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around ETSY →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
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