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ETSY INC

ETSY

Holders

2

Combined Value

$308.74M

Combined Shares

6,177,210

Current Price

$69.48

52W High

$76.52

vs 52W High

−9.2%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$43.34$52.30$61.27$70.23Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $58.98Q3 2024 · implied price $55.53Q4 2024 · implied price $52.89Q1 2025 · implied price $47.18Q2 2025 · implied price $50.16Q3 2025 · implied price $66.39Q4 2025 · implied price $55.44Q1 2026 · implied price $49.98Jim Simons - Renaissance Technologies · bought 4,215,370 shares @ ~$58.98 · Q2 2024 (new position)Harris Associates (Oakmark Funds) · bought 2,460,076 shares @ ~$58.98 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 970,721 shares @ ~$55.53 · Q3 2024Harris Associates (Oakmark Funds) · sold 508,790 shares @ ~$55.53 · Q3 2024Jim Simons - Renaissance Technologies · bought 235,550 shares @ ~$52.89 · Q4 2024Harris Associates (Oakmark Funds) · sold 172,995 shares @ ~$52.89 · Q4 2024Harris Associates (Oakmark Funds) · sold 1,753,720 shares @ ~$47.18 · Q1 2025Jim Simons - Renaissance Technologies · sold 127,400 shares @ ~$47.18 · Q1 2025Jim Simons - Renaissance Technologies · bought 2,353,000 shares @ ~$50.16 · Q2 2025Harris Associates (Oakmark Funds) · sold 24,571 shares @ ~$47.18 · Q2 2025 (sold out)Stephen Mandel - Lone Pine Capital · bought 3,880,316 shares @ ~$66.39 · Q3 2025 (new position)Jim Simons - Renaissance Technologies · sold 1,643,400 shares @ ~$66.39 · Q3 2025Stephen Mandel - Lone Pine Capital · sold 3,880,316 shares @ ~$66.39 · Q4 2025 (sold out)Jim Simons - Renaissance Technologies · sold 636,399 shares @ ~$55.44 · Q4 2025Jim Simons - Renaissance Technologies · bought 594,768 shares @ ~$49.98 · Q1 2026George Soros - Soros Fund Management · bought 215,000 shares @ ~$49.98 · Q1 2026 (new position)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Jim Simons - Renaissance Technologies$297.99M0.47%~$55.09+26.1%BUY Q1 2026Q1 2026
George Soros - Soros Fund Management$10.75M0.12%~$49.98+39.0%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Jim Simons - Renaissance TechnologiesBUY+$29.73M~$49.98
Q1 2026George Soros - Soros Fund ManagementNEW BUY+$10.75M~$49.98
Q4 2025Stephen Mandel - Lone Pine CapitalSOLD OUT−$257.61M~$66.39
Q4 2025Jim Simons - Renaissance TechnologiesSELL−$35.28M~$55.44
Q3 2025Stephen Mandel - Lone Pine CapitalNEW BUY+$257.61M~$66.39
Q3 2025Jim Simons - Renaissance TechnologiesSELL−$109.11M~$66.39
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$118.03M~$50.16
Q2 2025Harris Associates (Oakmark Funds)SOLD OUT−$1.16M~$47.18
Q1 2025Harris Associates (Oakmark Funds)SELL−$82.74M~$47.18
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$6.01M~$47.18
Q4 2024Jim Simons - Renaissance TechnologiesBUY+$12.46M~$52.89
Q4 2024Harris Associates (Oakmark Funds)SELL−$9.15M~$52.89
Q3 2024Jim Simons - Renaissance TechnologiesBUY+$53.90M~$55.53
Q3 2024Harris Associates (Oakmark Funds)SELL−$28.25M~$55.53
Q2 2024Jim Simons - Renaissance TechnologiesNEW BUY+$248.62M~$58.98
Q2 2024Harris Associates (Oakmark Funds)NEW BUY+$145.10M~$58.98

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202626,177,210+15.1%$308.74M$49.98
Q4 202515,367,442-45.7%$297.57M$55.44
Q3 202529,884,157+29.3%$656.21M$66.39
Q2 202517,647,241+43.8%$383.59M$50.16
Q1 202525,318,812-26.1%$250.94M$47.18
Q4 202427,199,932+0.9%$380.80M$52.89
Q3 202427,137,377+6.9%$396.34M$55.53
Q2 202426,675,446$393.72M$58.98