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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $673.1 M.
Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $153 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Ray Dalio reduced exposure by 12.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Etsy, Inc. (ETSY)
Major holders include Renaissance Technologies (RenTech) ($297.57 M), Cliff Asness ($227.78 M), Steven Cohen ($151.07 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 13.47 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $153 M, with 7 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited ETSY. The total reported sell value was $296.5 M.
Yes, 2 managers opened new positions in ETSY, and 5 increased their existing holdings. The total reported buy value was $143.5 M.
