Follow The Filings

ETSY

Consumer Discretionary, filed as ETSY INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2

  • 3 Owners
  • Max 1.7%
  • $399M
  • 1 new 1 add

In 2026 Q2 Polen Capital Management opened a position in ETSY, and George Soros added.

Who owns this now

Largest portfolio weights among holders, up to 1.7% (Paul Singer, Elliott Investment Management). Not free-float ownership.

  1. Paul Singer 1.7%
  2. George Soros Add 0.27%

Who owns ETSY

Sorted by value, long equity only, as of 2026 Q2.

History
Paul Singer, Elliott Investment Management 1.7% Hold 5,000,000 $377M History
George Soros, Soros Fund Management 0.27%, was 0.11% Add +38.1% 297,000 $22M History
Polen Capital Management <0.01% New <0.01% 2,968 $224K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ETSY's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ETSY insider trades
  • None no insider bought on the open market
  • $1.3M sold by 3 insiders outside a trading plan
  • $79.3M sold by 7 insiders under 10b5-1 plans
  1. Merilee Buckley Chief Accounting Officer
    Planned sale
    $457K 5,076 shares at $90.00 100% of stake
    Traded Oct 15 Filed Oct 19
    ↗
  2. Melissa Reiff Director
    Planned sale
    $85K 942 shares at $90.00 5.3% of stake
    Traded Oct 15 Filed Oct 19
    ↗
  3. Josh Silverman Chair
    Planned sale
    $92K 1,131 shares at $81.02 0.4% of stake
    Traded Oct 13–15 Filed Oct 15
    ↗
  4. Josh Silverman Chair
    Planned sale
    $28K 383 shares at $74.00 0.1% of stake
    Traded Oct 8 Filed Oct 9
    ↗
  5. Richard Edward Colburn III Chief Product & Tech Officer
    Planned sale
    $319K 4,472 shares at $71.31 41% of stake
    Traded Oct 5 Filed Oct 7
    ↗
  6. Merilee Buckley Chief Accounting Officer
    Planned sale
    $100K 1,396 shares at $71.35 100% of stake
    Traded Oct 5 Filed Oct 7
    ↗
  7. Josh Silverman Chair
    Planned sale
    $151K 2,090 shares at $72.45 0.8% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  8. Richard Edward Colburn III Chief Product & Tech Officer
    Planned sale
    $239K 2,913 shares at $82.11 31% of stake
    Traded Sep 3 Filed Sep 3
    ↗
  9. Josh Silverman Chair
    Planned sale
    $1.1M 13,367 shares at $82.11 5.1% of stake
    Traded Sep 1–3 Filed Sep 3
    ↗
  10. Frederick R Wilson Director
    Planned sale
    $1.6M 20,000 shares at $81.86 4.7% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  11. Charles Andrew Ballard Director
    Sale
    $368K 4,500 shares at $81.85 52% of stake
    Traded Aug 26 Filed Aug 28
    ↗
  12. Merilee Buckley Chief Accounting Officer
    Planned sale
    $32K 405 shares at $79.50 100% of stake
    Traded Aug 17 Filed Aug 19
    ↗
  13. Marla J Blow Director
    Planned sale
    $24K 300 shares at $79.56 2.3% of stake
    Traded Aug 17 Filed Aug 19
    ↗
  14. Richard Edward Colburn III Chief Product & Tech Officer
    Planned sale
    $677K 8,252 shares at $82.09 56% of stake
    Traded Aug 10 Filed Aug 12
    ↗
  15. Josh Silverman Chair
    Planned sale
    $529K 6,294 shares at $84.00 2.5% of stake
    Traded Aug 4 Filed Aug 6
    ↗

Also filed in the last 12 months, not counted as buying or selling: 74 option exercises and 35 share withholdings for taxes.

SEC filings

Recent issuer filings from EDGAR, 8 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,5.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,2.05,7.01,8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 1.01,2.01,7.01,9.01 Filing Doc
8-K 1.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.75B $2.81B $2.88B
Gross profit $1.92B $2.03B $2.07B
Gross margin * 69.8% 72.4% 71.6%
Net income $307.57M $303.28M $162.98M
Net margin * 11.2% 10.8% 5.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.57B $1.33B $1.96B
Total non-current assets * $1.11B $1.09B $0.866B
Total assets $2.69B $2.42B $2.83B
Total current liabilities $0.711B $0.665B $1.36B
Total non-current liabilities * $2.52B $2.51B $2.56B
Total equity -$0.544B -$0.759B -$1.1B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $705.51M $752.47M $693.41M
Cash from investing -$73.31M -$53.1M $32.08M
Cash from financing -$656.53M -$787.17M -$169.88M
Net change in cash -$12.3M -$103.14M $593.18M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.