Who owns ETSY (ETSY)
Which tracked institutional funds hold ETSY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ETSY company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
75 tracked funds added or opened ETSY while 158 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ETSY’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ETSY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ETSY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 491 tracked filers holding ETSY, 229 increased or opened the position and 276 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ETSY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 23
- VANGUARD PORTFOLIO MANAGEMENT LLC$275M
- VANGUARD CAPITAL MANAGEMENT LLC$209M
- No Street GP LP$36M
- VANGUARD FIDUCIARY TRUST CO$31M
- Clearline Capital LP$17M
- SOROS FUND MANAGEMENT LLC$11M
Full exits 29
- VANGUARD GROUP INC$572M
- Impactive Capital LP$169M
- Meridiem Capital Partners LP$27M
- CAPITAL FUND MANAGEMENT S.A.$25M
- MERITAGE PORTFOLIO MANAGEMENT$12M
- Ardmore Road Asset Management LP$11M
Largest adds
- BALYASNY ASSET MANAGEMENT L.P.$110M
- SG Americas Securities, LLC$66M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$44M
- JACOBS LEVY EQUITY MANAGEMENT, INC$34M
- JANE STREET GROUP, LLC$31M
- NORGES BANK$28M
Largest trims
- BlackRock, Inc.$177M
- AQR CAPITAL MANAGEMENT LLC$100M
- Point72 Asset Management, L.P.$88M
- DEUTSCHE BANK AG\$74M
- CITADEL ADVISORS LLC$59M
- GOLDMAN SACHS GROUP INC$44M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 11,314,522 | $565M | 8.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 5,962,210 | $298M | 4.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,504,657 | $275M | 4.3% | 2026-Q1 |
| Elliott Investment Management L.P. | 5,000,000 | $250M | 3.9% | 2026-Q1 |
| BARCLAYS PLC added | 4,833,715 | $242M | 3.8% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 4,558,200 | $228M | 3.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,183,723 | $209M | 3.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 4,167,090 | $208M | 3.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 3,736,628 | $187M | 2.9% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 3,278,123 | $164M | 2.6% | 2026-Q1 |
| STATE STREET CORP added | 3,271,567 | $164M | 2.6% | 2026-Q1 |
| FMR LLC added | 2,667,793 | $133M | 2.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 2,615,654 | $128M | 2.0% | 2026-Q1 |
| UBS Group AG trimmed | 1,759,396 | $88M | 1.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,754,426 | $88M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,625,952 | $81M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,573,696 | $79M | 1.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 1,497,174 | $75M | 1.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 1,297,872 | $65M | 1.0% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 1,267,516 | $63M | 1.0% | 2026-Q1 |
| NORGES BANK added | 1,319,666 | $62M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,124,018 | $56M | 0.9% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 1,090,241 | $54M | 0.9% | 2026-Q1 |
| MACQUARIE GROUP LTD | 1,060,000 | $53M | 0.8% | 2026-Q1 |
| Allianz Asset Management GmbH added | 996,425 | $50M | 0.8% | 2026-Q1 |
| Findlay Park Partners LLP trimmed | 908,100 | $45M | 0.7% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 901,081 | $45M | 0.7% | 2026-Q1 |
| Fiera Capital Corp added | 862,211 | $43M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 756,575 | $38M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 735,363 | $37M | 0.6% | 2026-Q1 |
| No Street GP LP new | 715,000 | $36M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 712,727 | $36M | 0.6% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 664,706 | $33M | 0.5% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 652,600 | $33M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 651,110 | $33M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 627,563 | $31M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 613,352 | $31M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 603,536 | $30M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 567,894 | $28M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 533,497 | $27M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 559,856 | $27M | 0.4% | 2026-Q1 |
| Pacer Advisors, Inc. added | 490,637 | $25M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 478,999 | $24M | 0.4% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 456,718 | $23M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC added | 437,178 | $22M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 427,887 | $21M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 423,497 | $21M | 0.3% | 2026-Q1 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC added | 420,094 | $21M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 407,147 | $20M | 0.3% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 360,925 | $18M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 360,400 | $18M | 0.3% | 2026-Q1 |
| Clearline Capital LP trimmed | 342,003 | $17M | 0.3% | 2026-Q1 |
| Amundi trimmed | 332,270 | $17M | 0.3% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 309,841 | $15M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 279,407 | $14M | 0.2% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 274,314 | $14M | 0.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 260,171 | $13M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 253,922 | $13M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 250,322 | $13M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 251,143 | $13M | 0.2% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 242,807 | $12M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 245,931 | $12M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 238,635 | $12M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 237,926 | $12M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 237,693 | $12M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 234,844 | $12M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 230,542 | $12M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 220,491 | $11M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 216,438 | $11M | 0.2% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC added | 215,000 | $11M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 211,917 | $11M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 207,172 | $10M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 195,576 | $10M | 0.2% | 2026-Q1 |
| Swiss National Bank | 175,900 | $9M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 168,648 | $8M | 0.1% | 2026-Q1 |
| ING GROEP NV added | 166,658 | $8M | 0.1% | 2026-Q1 |
| RICE HALL JAMES & ASSOCIATES, LLC added | 165,096 | $8M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 165,010 | $8M | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 161,867 | $8M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 10,319,218 | $572M | 9.0% | 2025-Q4 stale |
| LONE PINE CAPITAL LLC new | 3,880,316 | $258M | 4.0% | 2025-Q3 stale |
| Impactive Capital LP trimmed | 3,042,874 | $169M | 2.6% | 2025-Q4 stale |
| Bares Capital Management, Inc. trimmed | 1,425,825 | $95M | 1.5% | 2025-Q3 stale |
| Artisan Partners Limited Partnership trimmed | 997,468 | $50M | 0.8% | 2025-Q2 stale |
| CIBC WORLD MARKETS CORP added | 800,000 | $40M | 0.6% | 2025-Q2 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 753,317 | $38M | 0.6% | 2025-Q2 stale |
| Meridiem Capital Partners LP added | 485,995 | $27M | 0.4% | 2025-Q4 stale |
| Hudson Bay Capital Management LP trimmed | 501,404 | $25M | 0.4% | 2025-Q2 stale |
| CAPITAL FUND MANAGEMENT S.A. added | 447,601 | $25M | 0.4% | 2025-Q4 stale |
| Hook Mill Capital Partners, LP new | 372,991 | $19M | 0.3% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 344,200 | $17M | 0.3% | 2025-Q2 stale |
| Aquatic Capital Management LLC added | 241,095 | $16M | 0.3% | 2025-Q3 stale |
| Railway Pension Investments Ltd | 251,170 | $13M | 0.2% | 2025-Q2 stale |
| MERITAGE PORTFOLIO MANAGEMENT trimmed | 225,283 | $12M | 0.2% | 2025-Q4 stale |
| Ardmore Road Asset Management LP trimmed | 198,232 | $11M | 0.2% | 2025-Q4 stale |
| Holocene Advisors, LP trimmed | 196,472 | $11M | 0.2% | 2025-Q4 stale |
| Nishkama Capital, LLC added | 156,321 | $10M | 0.2% | 2025-Q3 stale |
| TWINBEECH CAPITAL LP added | 195,821 | $10M | 0.2% | 2025-Q2 stale |
| Polar Asset Management Partners Inc. trimmed | 163,900 | $9M | 0.1% | 2025-Q4 stale |
| SORA INVESTORS LLC new | 125,716 | $8M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.