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Etsy, Inc.

ETSY Consumer Discretionary
$79.9 $-0.77 (-0.95%)
Market Cap: $7.33 B
Gurus Holding
11
Popularity Rank
#358
% of Shares Held
13.09%
Net Activity (Q2 2026)
+$83.07 M

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 Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $959.69 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $83.07 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 298.0%. Conversely, John Hussman reduced exposure by 50.0%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$86.24 M
Total Buy Value
New Buys 2
Additions 7
-$3.16 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
9

FAQs for Etsy, Inc. (ETSY)

Major holders include Renaissance Technologies (RenTech) ($451.26 M), Cliff Asness ($210.44 M), Steven Cohen ($124.62 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 12.01 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $83.07 M, with 9 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited ETSY. The total reported sell value was $3.16 M.

Yes, 2 managers opened new positions in ETSY, and 7 increased their existing holdings. The total reported buy value was $86.24 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.62% Add 0.5% 5,990,442 $451.26 M Q2 2026
0.07% Add 6.3% 2,793,531 $210.44 M Q2 2026
0.14% Add 30.5% 1,654,369 $124.62 M Q2 2026
0.11% Add 44.3% 630,664 $47.51 M Q2 2026
0.03% Add 33.6% 318,914 $24.02 M Q2 2026
0.27% Add 38.1% 297,000 $22.37 M Q2 2026
0.08% Add 298.0% 273,253 $20.58 M Q2 2026
0.73% Reduce -50.0% 42,000 $3.16 M Q2 2026
0.00% 6,191 $466,368 Q2 2026
0.01% New Buy 4,729 $356,236 Q2 2026
0.00% New Buy 10 $797 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form