Follow-The-Filings

Security

ETSY

Etsy Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 1 new 2 exits max 1.2% (Paul Singer - Elliott Inv...)

grid → activity →
owners 16
max % 1.2%
tracked value $1.7B
qoq N 1 A 5 R 7 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Paul Singer - Elliott Investment Management L.P. 2026 Q1 1.2% — 5,000,000 $250M hist
Renaissance Technologies LLC 2026 Q1 0.5% Add 0.00 pp 5,962,210 $298M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.3% Add +0.15 pp 4,558,200 $228M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.1% New 0.1% 215,000 $11M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Reduce -0.09 pp 1,267,516 $63M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.01 pp 437,178 $22M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -0.06 pp 2,628,915 $129M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.01 pp 664,706 $33M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 735,363 $37M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.07 pp 68,663 $3M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 10,468,334 $580M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 80,909 $4M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 611,520 $34M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.02 pp 160,956 $8M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 131,563 $7M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 21,780 $1M hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.0% Exit -0.03 pp 45,034 $2M hist
Ancora Advisors LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 5 — hist

16 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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 $866.27M
Total assets $2.69B $2.42B $2.83B
Total current liabilities $710.78M $665.11M $1.36B
Total non-current liabilities * $2.52B $2.51B $2.56B
Total equity -$543.72M -$758.87M -$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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders