InvestorLens

ETSY — ETSY INC

Consumer Discretionary

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying ETSY?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
80
Institutional Conviction
Net accumulation · 4 buying vs 1 selling last quarter
62
Macro Tailwind
Macro conditions are mixed for this sector
53
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their ETSY position last quarter, 4 bought and 1 sold (80% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 53/100 in a Overheat regime).

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Steve Cohen, Paul Tudor Jones, Howard Marks, …)
  • +6 tracked investors reported holding ETSY at their latest filing
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About ETSY INC (ETSY)

ETSY INC (ETSY) appears in the most recent 13F filings of 6 tracked institutional investors. ETSY INC is classified in the Consumer Discretionary sector. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $465M. Across recent filings, tracked investors recorded 9 new positions, 20 increased, 9 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in ETSY

71
/100
Institutional Accumulation
Added / Increased29
Reduced9
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track ETSY

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

ETSY Ownership Composition

How ETSY INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
82% of tracked value
Institutions
6
tracked investors
Total Reported
$603.6M
combined 13F value
Types3
  • Multi-Strategy / Quant81.9%
  • Value & Distressed10.1%
  • Macro8.0%
Multi-Strategy / Quant(3)
81.9%
Value & Distressed(1)
10.1%
Macro(2)
8.0%

Tracked investors currently reporting ETSY

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    3.5M
    Value
    $262.4M
    % Portfolio
    0.03%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    1.8M
    Value
    $135.4M
    % Portfolio
    0.15%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1.3M
    Value
    $96.5M
    % Portfolio
    0.03%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    297K
    Value
    $22.4M
    % Portfolio
    0.27%
  • Howard MarksJun 30, 2026
    Oaktree Capital Management
    Shares
    66.8M
    Value
    $61.2M
    % Portfolio
    0.85%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    341.6K
    Value
    $25.7M
    % Portfolio
    0.04%

Previously held ETSY

These investors reported ETSY in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve MandelLone Pine Capital3.9M$257.6MSep 30, 2025
Ray DalioBridgewater Associates439.4K$24.4MDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold ETSY?
6 tracked institutional investors disclosed a position in ETSY (ETSY INC) in their most recent 13F filing.
Who is the largest institutional holder of ETSY?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in ETSY, valued at $465M.
Did institutional ownership of ETSY increase or decrease?
Across recent 13F filings, tracked investors recorded 9 new positions, 20 increased, 9 reduced, and 3 fully exited ETSY.
What sector is ETSY in?
ETSY INC is classified in the Consumer Discretionary GICS sector.
Where does this ETSY ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.