ETSY

Etsy Inc
IndustrialsUSCUSIP 29786A106◍ Confluence graph
Tracked 13F Holders
468
-144 QoQ
13F Value (tracked)
$5.3B
Insider Net · 180d
-$65.7M
0↑ 8↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)34 adding · 19 trimming
Insider net (180d)-$65.7M

Who owns ETSY?

468 tracked 13F filers

468 tracked 13F filers disclose a position in ETSY as of the latest SEC 13F filings, a combined $5.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$659.1M
13.2M
−1.6%
Reduced · −209K sh
Q1 2026
2RENAISSANCE TECHNOLOGIES LLC
$298.0M
6.0M
+11%
Added · +595K sh
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$275.1M
5.5M
First observed position
No prior filed position
Q1 2026
4Elliott Investment Management L.P.
$249.9M
5.0M
Held
Q1 2026
5BARCLAYS PLC
$241.6M
4.8M
+20%
Added · +792K sh
Q1 2026
6BALYASNY ASSET MANAGEMENT L.P.
$227.8M
4.6M
+115%
Added · +2.4M sh
Q1 2026
7VANGUARD CAPITAL MANAGEMENT LLC
$209.1M
4.2M
First observed position
No prior filed position
Q1 2026
8GOLDMAN SACHS GROUP INC
$208.3M
4.2M
−8.6%
Reduced · −391K sh
Q1 2026
9VAN ECK ASSOCIATES CORP
Withheld
3.7M
+0.1%
Added · +2K sh
Q1 2026
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$163.8M
3.3M
+51%
Added · +1.1M sh
Q1 2026
11STATE STREET CORP
$242.3M
3.2M
−1.7%
Reduced · −55K sh
Q2 2026
12FMR LLC
$137.2M
2.7M
+19%
Added · +442K sh
Q1 2026
13AQR CAPITAL MANAGEMENT LLC
$128.6M
2.6M
−36%
Reduced · −1.5M sh
Q1 2026
14UBS Group AG
$87.9M
1.8M
−3.3%
Reduced · −59K sh
Q1 2026
15GEODE CAPITAL MANAGEMENT, LLC
$127.7M
1.7M
−3.4%
Reduced · −60K sh
Q2 2026
16MORGAN STANLEY
$81.3M
1.6M
−23%
Reduced · −474K sh
Q1 2026
17WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$120.4M
1.6M
New
+1.6M sh
Q2 2026
18DIMENSIONAL FUND ADVISORS LP
$78.6M
1.6M
+6.8%
Added · +101K sh
Q1 2026
19Point72 Asset Management, L.P.
$63.4M
1.3M
−53%
Reduced · −1.5M sh
Q1 2026
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$56.2M
1.1M
+11%
Added · +115K sh
Q1 2026
21MACQUARIE GROUP LTD
$53.0M
1.1M
Held
Q1 2026
22Allianz Asset Management GmbH
$49.8M
996K
+17%
Added · +145K sh
Q1 2026
23Findlay Park Partners LLP
$45.4M
908K
−6.8%
Reduced · −66K sh
Q1 2026
24JACOBS LEVY EQUITY MANAGEMENT, INC
$45.0M
901K
+368%
Added · +708K sh
Q1 2026
25ROYAL BANK OF CANADA
$37.8M
757K
−6.4%
Reduced · −52K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ETSY being bought or sold by institutions?

Last quarter, 8 funds opened a new position in ETSY and 26 added to an existing one, while 19 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
8
funds
Added
26
funds
Reduced
19
funds
Exited
0
funds

Funds that own ETSY also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT272 funds$260.3B
AMAZON.COM INCAMZN266 funds$195.4B
NVIDIA CORPNVDA263 funds$381.2B
META PLATFORMS INC-CLASS AMETA261 funds$105.6B
ALPHABET INC-CL AGOOGL260 funds$158.1B
ELI LILLY & COLLY256 funds$72.5B
APPLE INCAAPL255 funds$283.5B
BROADCOM INCAVGO251 funds$151.7B
ADVANCED MICRO DEVICESAMD250 funds$38.3B
ALPHABET INC-CL CGOOG248 funds$120.6B
JPMORGAN CHASE & COJPM247 funds$60.2B
MASTERCARD INC - AMA246 funds$54.0B

Ranked by how many of ETSY's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$65.7M
8 insiders
Net
-$65.7M
60 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 26, 2026BALLARD CHARLES ANDREWDirectorSell (S)5K$368K
Aug 17, 2026Blow Marla JDirectorSell (S)15$1K
Aug 17, 2026Blow Marla JDirectorSell (S)68$5K
Aug 17, 2026Blow Marla JDirectorSell (S)217$17K
Aug 17, 2026Buckley MerileeCHIEF ACCOUNTING OFFICERSell (S)1$81
Aug 17, 2026Buckley MerileeCHIEF ACCOUNTING OFFICERSell (S)166$13K
Aug 17, 2026Buckley MerileeCHIEF ACCOUNTING OFFICERSell (S)238$19K
Aug 10, 2026Colburn Richard Edward IIIChief Product & Tech OfficerSell (S)1K$93K
Aug 10, 2026Colburn Richard Edward IIIChief Product & Tech OfficerSell (S)6K$466K
Aug 10, 2026Colburn Richard Edward IIIChief Product & Tech OfficerSell (S)989$82K
Aug 10, 2026Colburn Richard Edward IIIChief Product & Tech OfficerSell (S)440$37K
Aug 4, 2026Baker CharlesChief Financial OfficerSell (S)159$14K

Institutional ownership over time

267 funds-80 since Q3 2024
0219438Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $940.2M

Share classes

Class13F holdersValue held
ETSYthis pagecs468 funds$5.3B
ETSY 0.25 06/15/28Sovereign/Corporate50 funds$835.6M
ETSY 0.125 10/01/26NOTE 0.125%10/049 funds$570.6M
ETSY 0.125 09/01/27NOTE 0.125% 9/048 funds$606.1M
29786AAQ9NOTE 1.000% 6/118 funds$371.2M
ETSY 1 06/15/30NOTE 1.000% 6/15/301 funds$72.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Ask your agent what changed in ETSY

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ETSY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ETSY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ETSY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.