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ETSY — ETSY INC

Reported value held$3.39B
Funds holding (latest)59
SectorConsumer Discretionary
Funds holding (Q2 2026)47
Institutional value$2.37B · 248.66M sh
New / Add / Cut / Exit2 / 18 / 20 / 1
Top-5 / Top-10 concentration59.6% / 80.8%
Institutional holdings change Accumulating +9.2% (+20.95M sh)
Institutional value change Up +27.3%

As of Q2 2026, 47 SEC-registered investment managers reported holding ETSY (ETSY INC) in their latest 13F filings, with a combined reported value of $2.37B across 248.66M shares. That is +9.2% by share count (+20.95M shares) versus the previous quarter, while reported value moved +27.3%. Ownership is concentrated: the five largest holders account for 59.6% of reported value and the top ten for 80.8%.

Compared with the prior quarter, 2 opened new positions, 18 added to existing stakes, 20 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

ETSY is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 10.47M $580.36M 0.01% Reduce
Renaissance Technologies history Q2 2026 5.99M $451.26M 0.62% Hold
Elliott Investment Management history Q2 2026 5.00M $376.65M 1.66% Hold
Lone Pine Capital history Q3 2025 3.88M $257.61M 1.88% New
AQR Capital Management history Q2 2026 2.79M $210.44M 0.07% Add
Balyasny Asset Management history Q2 2026 2.73M $205.70M 0.27% Reduce
Arrowstreet Capital history Q2 2026 2.27M $171.18M 0.08% Reduce
Point72 Asset Management history Q2 2026 1.80M $135.37M 0.16% Add
Geode Capital Management history Q2 2026 1.69M $127.68M 0.01% Reduce
Capital World Investors history Q2 2023 1.10M $93.41M 0.02% Reduce
D. E. Shaw & Co history Q2 2026 98.85M $90.36M 0.05% Add
Charles Schwab Investment Management history Q2 2026 1.10M $82.84M 0.01% Reduce
Marshall Wace history Q2 2026 887.53K $66.86M 0.05% Add
Davidson Kempner Capital Management history Q2 2026 52.50M $60.86M 0.81% Reduce
Northern Trust Corp history Q2 2026 765.25K $57.65M 0.01% Add
BNY Mellon history Q2 2026 567.91K $42.78M 0.01% Reduce
Light Street Capital history Q4 2021 171.73K $37.60M 2.34% Reduce
Principal Global Investors history Q2 2026 457.17K $34.44M 0.02% Reduce
CDPQ (Caisse de Depot) history Q2 2026 412.58K $31.08M 0.04% Add
PSP Investments history Q2 2026 401.18K $30.22M 0.08% Reduce

View all 59 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Renaissance Technologies 593.18K 34.44K — — — — 14.70K 1.50M 522.70K 1.76M 3.48M 4.22M 5.19M 5.42M 5.29M 7.65M 6.00M 5.37M 5.96M 5.99M
Elliott Investment Management — — — — — — — — — 1.90M 2.25M 4.50M 5.00M 5.00M 5.00M 5.00M 5.00M 5.00M 5.00M 5.00M
AQR Capital Management 15.73K 14.38K 2.42K — 15.31K 39.88K 17.88K 86.77K 67.92K 282.39K 679.45K 1.20M 470.40K 889.44K 4.66M 4.42M 2.93M 4.11M 2.63M 2.79M
Balyasny Asset Management 181.57K 246.16K 105.50K 48.00K 644.91K 14.50M — — 4.27K — — 258.19K — 367.03K 106.70K 326.23K 20.00M 2.20M 4.67M 2.73M
Arrowstreet Capital — — — — — 11.01K 133.77K 390.73K — 15.73K — — 3.88M 3.74M 2.28M 3.69M 2.41M 2.17M 3.28M 2.27M
Point72 Asset Management — — — — — 85.00K 3.80K 13.50M 13.50M 10.50M — — — — 57.40K 491.40K 1.97M 3.35M 1.40M 1.80M
Geode Capital Management 2.32M 2.42M 2.48M 2.50M 2.57M 2.62M 2.67M 2.70M 2.73M 2.74M 2.81M 2.90M 1.96M 1.91M 1.99M 1.86M 1.82M 1.74M 1.75M 1.69M
D. E. Shaw & Co 35.06M 2.00M 498.33K 7.20M 12.20M 12.64M 256.05K 374.84K 5.53M 4.54M 900.88K 1.19M 16.00M 17.00M 383.01K 14.00M 31.00M 62.25M 317.86K 98.85M
Charles Schwab Investment Management 605.57K 625.09K 650.65K 688.01K 722.06K 749.06K 765.99K 763.35K 1.12M 1.18M 1.21M 1.23M 1.01M 1.13M 1.18M 1.17M 1.02M 1.01M 1.12M 1.10M
Marshall Wace 87.75K 221.25K 8.00M — 77.45K 886.10K — — — — 346.92K 1.40M 3.95K 261.72K — 59.83K 400.60K 922.13K 665.11K 887.53K
Davidson Kempner Capital Management — — — — — — — — — 61.52K — — — — 35.50M 21.50M 37.50M 70.00M 75.00M 52.50M
Northern Trust Corp 1.38M 1.37M 1.35M 1.25M 1.26M 1.26M 1.26M 1.15M 1.19M 1.17M 1.16M 1.14M 629.90K 771.76K 708.98K 772.79K 725.55K 693.01K 712.73K 765.25K
BNY Mellon 450.00K 450.00K 450.00K 400.00K 400.00K 650.00K 650.00K 650.00K 650.00K 650.00K 650.00K 200.00K 350.00K 835.26K 796.62K 683.56K 638.73K 615.87K 603.54K 567.91K
Principal Global Investors 2.00M 2.33M 2.45M 164.41K 161.34K 363.22K 155.30K 144.66K 144.24K 138.18K 138.14K 131.34K 542.50K 547.89K 559.75K 592.25K 475.04K 468.59K 479.00K 457.17K
CDPQ (Caisse de Depot) 182.38K 212.23K 105.83K 6.85K 10.82K — 33.55K — — — — 108.82K — — — — — 107.47K 309.84K 412.58K
PSP Investments 21.35K 21.16K 17.73K 12.11K 13.58K 15.71K 13.80K 11.81K 13.25K 2.83K — 4.22K 243.42K 280.26K 356.70K 355.53K 430.82K 403.03K 427.89K 401.18K
CPP Investments 262.07K 391.60K 260.47K — — 802 14.20K 66.30K 101.50K 210.80K 318.40K 69.10K 221.80K 381.50K 363.80K 134.80K 552.10K 742.70K 652.60K 394.60K
Citadel Advisors 3.10M 1.00M 3.13M 3.79M 5.20M 4.77M 6.00M 23.68M 11.68M 3.42M 4.89M 5.78M 4.48M 4.94M 3.14M 4.15M 7.00M 4.29M 2.28M 20.00M
Soros Fund Management — 20.28M 20.28M 34.13M 15.65M 29.25M 14.00M 14.00M 14.00M 14.00M — — — — — — 32.50M 85.00M 215.00K 297.00K
Bridgewater Associates — — 6.54K 41.19K 4.62K — 5.18K 54.19K 117.62K 13.54K 94.45K 130.18K 307.39K 122.20K 50.52K 86.35K 504.44K 439.41K 68.66K 273.25K

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