Ticker · CUSIP 29786A106

ETSY

ETSY INC

Consumer Cyclical·Internet Retail

···Share

Holders (tracked)

Combined shares

26,044,827

Combined value

$1.44B

Last close

$61.90

Quarter

2025Q4

Price is +11.7% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$61.90+17.75 (+40.20%)H $75.56 · L $42.51 · Avg Vol 4.7M

Tracked holders · last 8 quarters

+3 vs previous quarter over the last 8.

SEC event timeline

29 events

Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+374,285 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+442,636 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+273,535 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+1,177,301 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−4,657 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−676,434 shares · 2025Q4
Position
Steve Cohen (Point72) added2026-02-17
+884,312 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−313,644 shares · 2025Q4
Position
Stephen Mandel (Lone Pine Capital) exited2026-02-17
−3,880,316 shares · 2025Q4
Position
Wellington Management exited2026-02-17
−34,643 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) trimmed2026-02-13
−65,025 shares · 2025Q4
Position
Lee Ainslie (Maverick Capital) opened position2026-02-13
+45,034 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−636,399 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+611,520 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−5,369 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−962,445 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−612,024 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+246,369 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−1,485,788 shares · 2025Q3
Position
Steve Cohen (Point72) opened position2025-11-14
+1,840,590 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+315,849 shares · 2025Q3
Position
Wellington Management opened position2025-11-14
+34,643 shares · 2025Q3
Position
Paul Singer (Elliott Mgmt) opened position2025-11-14
+5,000,000 shares · 2025Q3
Position
Paul Singer (Elliott Mgmt) exited2025-11-14
−5,000,000 shares · 2025Q2
Position
Stephen Mandel (Lone Pine Capital) opened position2025-11-14
+3,880,316 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) added2025-11-13
+418,089 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−1,643,400 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−1,299,976 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+137,726 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for ETSY →

Follow-the-investor returns

If you'd copied each holder of ETSY…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
AQR Capital Management	2016Q4	$51.26	+20.7%	$254.5M
Paul Tudor Jones (Tudor Investment)	2016Q1	$52.53	+17.8%	$6.9M
Paul Tudor Jones (Tudor Investment)	2016Q1	$52.53	+17.8%	$6.9M
Paul Tudor Jones (Tudor Investment)	2016Q1	$52.53	+17.8%	$6.9M
Two Sigma Investments	2016Q1	$53.65	+15.4%	$5.0M
Two Sigma Investments	2016Q1	$53.65	+15.4%	$5.0M
Izzy Englander (Millennium Mgmt)	2016Q1	$57.14	+8.3%	$10.2M
Izzy Englander (Millennium Mgmt)	2016Q1	$57.14	+8.3%	$10.2M
Izzy Englander (Millennium Mgmt)	2016Q1	$57.14	+8.3%	$10.2M
D.E. Shaw & Co.	2016Q1	$57.31	+8.0%	$45.2M
D.E. Shaw & Co.	2016Q1	$57.31	+8.0%	$45.2M
D.E. Shaw & Co.	2016Q1	$57.31	+8.0%	$45.2M
Steve Cohen (Point72)	2016Q1	$57.84	+7.0%	$168.7M
Steve Cohen (Point72)	2016Q1	$57.84	+7.0%	$168.7M
Ken Griffin (Citadel Advisors)	2016Q1	$60.63	+2.1%	$119.2M
Ken Griffin (Citadel Advisors)	2016Q1	$60.63	+2.1%	$119.2M
Ken Griffin (Citadel Advisors)	2016Q1	$60.63	+2.1%	$119.2M
Renaissance Technologies	2016Q1	$62.96	-1.7%	$332.2M
Ray Dalio (Bridgewater Associates)	2022Q1	$64.62	-4.2%	$27.2M
Paul Singer (Elliott Mgmt)	2023Q4	$67.70	-8.6%	$309.5M
Norges Bank (Norway SWF)	2017Q3	$68.18	-9.2%	$37.9M
T. Rowe Price	2016Q1	$71.00	-12.8%	$5.1M
Lee Ainslie (Maverick Capital)	2017Q2	$78.38	-21.0%	$2.8M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions3

Norges Bank (Norway SWF)
+611,520
$33.9M
Paul Tudor Jones (Tudor Investment)
+374,285
$20.8M
Lee Ainslie (Maverick Capital)
+45,034
$2.5M

Added to4

AQR Capital Management
+1,177,301
$65.2M
Steve Cohen (Point72)
+884,312
$49.0M
Ken Griffin (Citadel Advisors)
+442,636
$24.5M
D.E. Shaw & Co.
+273,535
$15.2M

Trimmed5

Izzy Englander (Millennium Mgmt)
−676,434
$37.5M
Renaissance Technologies
−636,399
$35.3M
Ray Dalio (Bridgewater Associates)
−65,025
$3.6M
Two Sigma Investments
−4,657
$258K
T. Rowe Price
−313,644
$17K

Exited2

Stephen Mandel (Lone Pine Capital)
−3,880,316
$257.6M
Wellington Management
−34,643
$2.3M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	19	30,926,653	$115.29B	—
2022Q2	20	31,362,002	$46.51B	+1
2022Q3	18	29,176,390	$2.92B	-2
2022Q4	20	28,996,521	$3.47B	+2
2023Q1	20	25,575,508	$2.85B	—
2023Q2	21	22,988,077	$1.95B	+1
2023Q3	22	20,772,076	$1.34B	+1
2023Q4	16	18,925,894	$1.53B	-6
2024Q1	19	23,566,824	$1.62B	+3
2024Q2	23	32,412,459	$1.91B	+4
2024Q3	20	21,832,646	$1.21B	-3
2024Q4	21	22,308,699	$1.18B	+1
2025Q1	21	21,039,039	$991.7M	—
2025Q2	21	22,082,862	$1.11B	—
2025Q3	20	30,294,022	$2.01B	-1
2025Q4	23	26,044,827	$1.44B	+3

Who owns ETSY

23 super-investors · 2025Q4

Tracked stake

26.04M

Combined value

$1.44B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New5Added9Trim8Held1

#	Manager	Shares	Value	% of book	Last action
1	Renaissance Technologies	5.37M	$298M	0.5%	Trim−636.4K
2	Paul Singer Elliott Mgmt	5.00M	$277M	1.2%	Held
3	AQR Capital Management	4.11M	$228M	0.1%	Added+1.18M
4	Steve Cohen Point72	2.72M	$151M	0.2%	Added+884.3K
5	Ken Griffin Citadel Advisors	1.93M	$107M	0.0%	Added+442.6K
6	Ken Griffin Citadel Advisors	1.18M	$66M	0.0%	Added+442.6K
7	Ken Griffin Citadel Advisors	1.18M	$66M	0.0%	Added+442.6K
8	D.E. Shaw & Co.	730.3K	$40M	0.0%	Added+273.5K
9	Steve Cohen Point72	625.8K	$35M	0.0%	Added+884.3K
10	Norges Bank Norway SWF	611.5K	$34M	0.0%	New+611.5K
11	Ray Dalio Bridgewater Associates	439.4K	$24M	0.1%	Trim−65.0K
12	Izzy Englander Millennium Mgmt	428.8K	$24M	0.0%	Trim−676.4K
13	Paul Tudor Jones Tudor Investment	374.3K	$21M	0.0%	New+374.3K
14	D.E. Shaw & Co.	346.8K	$19M	0.0%	Added+273.5K
15	Izzy Englander Millennium Mgmt	208.7K	$12M	0.0%	Trim−676.4K
16	D.E. Shaw & Co.	176.4K	$10M	0.0%	Added+273.5K
17	Izzy Englander Millennium Mgmt	164.1K	$9M	0.0%	Trim−676.4K
18	Paul Tudor Jones Tudor Investment	111.8K	$6M	0.0%	New+374.3K
19	Paul Tudor Jones Tudor Investment	94.9K	$5M	0.0%	New+374.3K
20	T. Rowe Price	82.1K	$5M	0.0%	Trim−313.6K
21	Two Sigma Investments	80.9K	$4M	0.0%	Trim−4.7K
22	Lee Ainslie Maverick Capital	45.0K	$2M	0.0%	New+45.0K
23	Two Sigma Investments	27.6K	$2M	0.0%	Trim−4.7K

Recent moves

20 transactions

NEWPaul Tudor Jones (Tudor Investment)
+374,285 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−676,434 · 2025Q4
SOLDStephen Mandel (Lone Pine Capital)
−3,880,316 · 2025Q4
ADDAQR Capital Management
+1,177,301 · 2025Q4
ADDD.E. Shaw & Co.
+273,535 · 2025Q4
ADDSteve Cohen (Point72)
+884,312 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+442,636 · 2025Q4
TRIMTwo Sigma Investments
−4,657 · 2025Q4
TRIMT. Rowe Price
−313,644 · 2025Q4
SOLDWellington Management
−34,643 · 2025Q4
NEWLee Ainslie (Maverick Capital)
+45,034 · 2025Q4
TRIMRay Dalio (Bridgewater Associates)
−65,025 · 2025Q4
TRIMRenaissance Technologies
−636,399 · 2025Q4
NEWNorges Bank (Norway SWF)
+611,520 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−5,369 · 2025Q3
TRIMD.E. Shaw & Co.
−612,024 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+246,369 · 2025Q3
NEWSteve Cohen (Point72)
+1,840,590 · 2025Q3
TRIMTwo Sigma Investments
−962,445 · 2025Q3
NEWStephen Mandel (Lone Pine Capital)
+3,880,316 · 2025Q3

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