Stocklore

Etsy, Inc. (ETSY)

Internet · US stock

What changed in recent filings

  • Institutions — 1 new · 5 added13F · as of end of 2026 Q2
  • Free cash flow declined recentlyDec 31, 2025 → Jun 30, 2026

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Etsy, Inc. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 5, 2026
    Revenue +6.2% YoY · EPS $-0.36
    Released after the close: Aug 5 close → Aug 6 close, the stock moved -4.2% · over the same window, market -0.2% · sector -1.0%
  • 26Q1Released Apr 29, 2026
    Revenue +3.1% YoY · EPS $0.60
    Released before the open: Apr 28 close → Apr 29 close, the stock moved +10.1% · over the same window, market +0.0% · sector -0.1%
  • 25Q4Released Feb 19, 2026
    Revenue +3.5% YoY · EPS $0.92
    Released before the open: Feb 18 close → Feb 19 close, the stock moved +9.3% · over the same window, market -0.3% · sector +0.3%
  • 25Q3Released Oct 29, 2025
    Revenue +2.4% YoY · EPS $0.63
    Released before the open: Oct 28 close → Oct 29 close, the stock moved -12.8% · over the same window, market +0.0% · sector +0.2%

The next earnings release is estimated around Oct 28, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Etsy, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 8
2019 Q1 · 12019 Q2 · 32019 Q3 · 42019 Q4 · 52020 Q1 · 22020 Q2 · 42020 Q3 · 32020 Q4 · 52021 Q1 · 42021 Q2 · 52021 Q3 · 62021 Q4 · 52022 Q1 · 62022 Q2 · 72022 Q3 · 82022 Q4 · 52023 Q1 · 42023 Q2 · 32023 Q3 · 52023 Q4 · 32024 Q1 · 42024 Q2 · 62024 Q3 · 52024 Q4 · 52025 Q1 · 62025 Q2 · 32025 Q3 · 42025 Q4 · 62026 Q1 · 62026 Q2 · 7
19 Q122 Q326 Q2

2019 Q1: 1 → 2026 Q2: 7 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Etsy, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Bridgewater Associates0.08% of portfolio · since 2023 Q1
  • Elliott Management1.66% of portfolio · since 2023 Q4
  • Point72 Asset Management0.14% of portfolio · since 2025 Q3
  • Tudor Investment Corp0.03% of portfolio · since 2025 Q4
  • Caisse de depot (Quebec)0.04% of portfolio · since 2025 Q4
  • Soros Fund Management0.27% of portfolio · since 2026 Q1
  • Moore Capital ManagementNew this quarter0.01% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Etsy Inc. is a global e-commerce marketplace focused on unique and creative goods. The company connects independent sellers with buyers seeking handmade items, vintage products, craft supplies, and personalized merchandise. Its platform is built around a two-sided marketplace model that supports product discovery, listing management, payments, advertising tools, and shipping-related services for sellers. Etsy also operates complementary marketplaces such as Depop and Reverb, extending its presence into fashion resale and musical instruments. Etsy Inc. serves a broad mix of individual creators, small businesses, and consumers who value distinctive products over mass-market retail offerings. Headquartered in Brooklyn, New York, Etsy plays a notable role in online specialty retail by enabling small-scale commerce and direct seller-to-buyer transactions across international markets.

What is the Internet sector?

Social, search, and platforms. Ad revenue is cyclical.

Etsy, Inc. is classified under the Internet sector. See peers below.

Etsy, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Etsy, Inc. vs Internet sector benchmark

Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
3.7%vs benchmark 17.8%↓ below
Operating margin
18.7%vs benchmark 5.6%↑ above
Net margin
7.3%vs benchmark 17.3%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding Etsy, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

ITOTiShares Core S&P Total U.S. Stock Market ETF
0.01%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.01%

ETSY on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Internet average
See full ETSY analysis →

Peers · Internet

ETSY FAQ

What is Etsy, Inc. (ETSY)?

Etsy Inc. is a global e-commerce marketplace focused on unique and creative goods. The company connects independent sellers with buyers seeking handmade items, vintage products, craft supplies, and personalized merchandise. Its platform is built around a two-sided marketplace model that supports product discovery, listing management, payments, advertising tools, and shipping-related services for sellers. Etsy also operates complementary marketplaces such as Depop and Reverb, extending its presence into fashion resale and musical instruments. Etsy Inc. serves a broad mix of individual creators, small businesses, and consumers who value distinctive products over mass-market retail offerings. Headquartered in Brooklyn, New York, Etsy plays a notable role in online specialty retail by enabling small-scale commerce and direct seller-to-buyer transactions across international markets.

What sector is Etsy, Inc. in?

Etsy, Inc. is classified under Internet. Social, search, and platforms. Ad revenue is cyclical.

What are Etsy, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 3.7%, Operating margin 18.7%, Net margin 7.3%. Definitions and interpretation are available on Stocklore.

Where can I analyze Etsy, Inc. (ETSY) stock?

On Stocklore you can see ETSY's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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