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 $826.1 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%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Etsy, Inc. (ETSY)
Major holders include Renaissance Technologies ($398.6 M), Steve Mandel ($257.61 M), Cliff Asness ($194.81 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 15.5 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $201.06 M, with 6 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 $208.02 M.
Yes, 2 managers opened new positions in ETSY, and 4 increased their existing holdings. The total reported buy value was $409.07 M.
