Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ETSY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 13.2M | $659.1M | -1.6% | 13.897% | 0.01% |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 6.0M | $298.0M | +11.1% | 6.283% | 0.47% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.5M | $275.1M | — | 5.801% | 0.01% |
| 4 | Elliott Investment Management L.P. | 5.0M | $249.9M | 0.0% | 5.269% | 1.57% |
| 5 | BARCLAYS PLC | 4.8M | $241.6M | +15.1% | 5.094% | 0.10% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 4.2M | $209.1M | — | 4.409% | 0.01% |
| 7 | GOLDMAN SACHS GROUP INC | 4.2M | $208.3M | -18.4% | 4.391% | 0.02% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.6M | $180.7M | -3.8% | 3.811% | 0.02% |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.3M | $163.8M | +51.4% | 3.454% | 0.09% |
| 10 | STATE STREET CORP | 3.3M | $163.5M | +1.4% | 3.447% | 0.01% |
| 11 | UBS Group AG | 3.0M | $149.0M | -7.5% | 3.142% | 0.02% |
| 12 | FMR LLC | 2.7M | $137.2M | +19.2% | 2.892% | 0.01% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 2.6M | $128.6M | -36.1% | 2.770% | 0.06% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $87.7M | +0.7% | 1.849% | 0.01% |
| 15 | ROYAL BANK OF CANADA | 1.7M | $83.5M | -3.5% | 1.761% | 0.01% |
| 16 | MORGAN STANLEY | 1.6M | $81.3M | -22.6% | 1.713% | 0.00% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $78.6M | +6.8% | 1.658% | 0.02% |
| 18 | Point72 Asset Management, L.P. | 1.4M | $69.8M | -58.4% | 1.471% | 0.10% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $56.2M | +11.4% | 1.184% | 0.01% |
| 20 | Assenagon Asset Management S.A. | 1.1M | $54.5M | -32.3% | 1.149% | 0.09% |
| 21 | MACQUARIE GROUP LTD | 1.1M | $53.0M | 0.0% | 1.117% | 0.32% |
| 22 | Allianz Asset Management GmbH | 996K | $49.8M | +17.0% | 1.050% | 0.05% |
| 23 | Findlay Park Partners LLP | 908K | $45.4M | -6.8% | 0.957% | 0.63% |
| 24 | MILLENNIUM MANAGEMENT LLC | 907K | $45.4M | — | 0.956% | 0.03% |
| 25 | JACOBS LEVY EQUITY MANAGEMENT, INC | 901K | $45.0M | +367.7% | 0.950% | 0.19% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ETSY — a direct measure of their conviction.
Filings activity in ETSY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 479 | 5.3% | 76.42% | 23.01 pp | $5.04B | 23% |
| Q4 2025 | 506 | 2.9% | 99.43% | 28.39 pp | $6.56B | 22% |
| Q3 2025 | 521 | +2.8% | 127.82% | +27.18 pp | $8.43B | +27% |
| Q2 2025 | 507 | +5.0% | 100.64% | +17.80 pp | $6.64B | +21% |
| Q1 2025 | 483 | 6.6% | 82.84% | 26.89 pp | $5.46B | 25% |
| Q4 2024 | 517 | +3.4% | 109.73% | +12.36 pp | $7.24B | +13% |
| Q3 2024 | 500 | 9.9% | 97.37% | 17.79 pp | $6.42B | 15% |
| Q2 2024 | 555 | — | 115.16% | — | $7.59B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ETSY stock.
Based on Q1 2026 13F filings, institutional ownership of Etsy, Inc. stands at 76.4%, held across 479 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ETSY, with approximately 13,187,497 shares worth $0.66B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of ETSY, including RENAISSANCE TECHNOLOGIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Point72 Asset Management, L.P., MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for ETSY is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
74 institutions opened new positions in ETSY during Q1 2026, while 101 fully exited. 108 added to existing positions and 293 trimmed.
ETSY institutional ownership fell by 23.01 percentage points quarter-over-quarter, with a net change of -27 holders.
The top 10 institutions account for 52.6% of all reported 13F value in ETSY, and the top 25 account for 75.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Etsy, Inc. (ETSY) Institutional Ownership