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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $633.45 M.
Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $126.73 M net outflow during the quarter.
Recent activity highlights George Soros who opened a new position. Conversely, Ray Dalio reduced exposure by 84.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Etsy, Inc. (ETSY)
Major holders include Renaissance Technologies (RenTech) ($297.99 M), Cliff Asness ($128.61 M), Steven Cohen ($63.35 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 10.91 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $126.73 M, with 3 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited ETSY. The total reported sell value was $174.76 M.
Yes, 1 managers opened new positions in ETSY, and 2 increased their existing holdings. The total reported buy value was $48.03 M.
