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Electronic Arts Inc.

EA Communication Services
$209.7 $0 (0.00%)
Market Cap: $52.93 B
Gurus Holding
11
Popularity Rank
#405
% of Shares Held
1.32%
Net Activity (Q2 2026)
-$44.6 M

Guru Ownership Trend

Guru Analysis for Electronic Arts Inc. (EA)

Electronic Arts Inc. (EA), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $700.78 M.

Top institutional holders include Paul Tudor Jones and George Soros.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $44.6 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 205.1%. Conversely, Louis Moore Bacon reduced exposure by 80.0%.

Key Holders

Top 5 by Value

$282.26 M
$199.09 M
$143.44 M
$24.32 M
$22.61 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$22.58 M
Total Buy Value
New Buys 2
Additions 3
-$67.18 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
5

FAQs for Electronic Arts Inc. (EA)

Major holders include Paul Tudor Jones ($282.26 M), George Soros ($199.09 M), Cliff Asness ($143.44 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 3.34 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $44.6 M, with 5 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited EA. The total reported sell value was $67.18 M.

Yes, 2 managers opened new positions in EA, and 3 increased their existing holdings. The total reported buy value was $22.58 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.39% Add 1.8% 1,376,620 $282.26 M Q2 2026
2.44% Add 0.5% 970,990 $199.09 M Q2 2026
0.05% Reduce -28.6% 699,573 $143.44 M Q2 2026
0.05% Reduce -4.6% 118,634 $24.32 M Q2 2026
0.05% Add 205.1% 110,278 $22.61 M Q2 2026
0.01% Reduce -15.5% 52,492 $10.76 M Q2 2026
0.04% New Buy 5,100 $1.05 M Q2 2026
0.02% Reduce -80.0% 5,000 $1.03 M Q2 2026
0.00% Reduce -0.1% 1,700 $348,568 Q2 2026
0.00% New Buy 1,198 $245,703 Q2 2026
0.00% 244 $50,030 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form