Guru Ownership Trend
Guru Analysis for Etsy, Inc. (ETSY)
Etsy, Inc. (ETSY), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $817.22 M.
Top institutional holders include Renaissance Technologies and Steve Mandel.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $201.06 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 484.2%. Conversely, Cliff Asness reduced exposure by 33.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.53% | Reduce -21.5% | 6,003,841 | $398.6 M | Q3 2025 | |
| 1.87% | New Buy | 3,880,316 | $257.61 M | Q3 2025 | |
| 0.12% | Reduce -33.6% | 2,934,338 | $194.81 M | Q3 2025 | |
| 0.20% | New Buy | 1,840,590 | $122.2 M | Q3 2025 | |
| 0.13% | Add 484.2% | 504,438 | $33.49 M | Q3 2025 | |
| 0.07% | Add 1.0% | 229,223 | $15.22 M | Q3 2025 | |
| 0.60% | Add 33.3% | 42,000 | $2.79 M | Q3 2025 | |
| 0.01% | Add 138.6% | 17,000 | $1.13 M | Q3 2025 | |
| 0.01% | 8,266 | $548,780 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Etsy, Inc. (ETSY)
Top Guru holders include Renaissance Technologies ($398.6 M), Steve Mandel ($257.61 M), Cliff Asness ($194.81 M). Collectively, tracked Gurus hold 15.46 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $201.06 M, with 6 Gurus buying and 3 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 1 Gurus sold out of ETSY completely. Total sell value was $208.02 M.
Yes, 2 Gurus opened new positions in ETSY, and 4 added to their existing holdings. Total buy value was $409.07 M.