Stocklore

MercadoLibre, Inc. (MELI)

Retail · US stock

What changed in recent filings

  • Revenue +50% YoYQuarter ended Jun 30, 2026
  • Institutions — 5 added · 6 reduced13F · as of end of 2026 Q2

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

MercadoLibre, 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 +49.8% YoY · EPS $9.19
    Released after the close: Aug 5 close → Aug 6 close, the stock moved -4.8% · over the same window, market -0.2% · sector -0.1%
  • 26Q1Released May 7, 2026
    Revenue +49.0% YoY · EPS $8.23
    Released after the close: May 7 close → May 8 close, the stock moved -12.7% · over the same window, market +0.8% · sector -0.7%
  • 25Q4Released Feb 24, 2026
    Revenue +44.6% YoY · EPS $11.03
    Released after the close: Feb 24 close → Feb 25 close, the stock moved -8.1% · over the same window, market +0.8% · sector -0.5%
  • 25Q3Released Oct 29, 2025
    Revenue +39.5% YoY · EPS $8.32
    Released after the close: Oct 29 close → Oct 30 close, the stock moved +2.8% · over the same window, market -1.1% · sector -0.4%

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 MercadoLibre, Inc.

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

max 17
2019 Q1 · 132019 Q2 · 112019 Q3 · 122019 Q4 · 102020 Q1 · 122020 Q2 · 132020 Q3 · 162020 Q4 · 172021 Q1 · 142021 Q2 · 122021 Q3 · 102021 Q4 · 112022 Q1 · 92022 Q2 · 102022 Q3 · 122022 Q4 · 112023 Q1 · 112023 Q2 · 122023 Q3 · 122023 Q4 · 122024 Q1 · 112024 Q2 · 132024 Q3 · 142024 Q4 · 122025 Q1 · 142025 Q2 · 132025 Q3 · 152025 Q4 · 142026 Q1 · 152026 Q2 · 12
19 Q122 Q326 Q2

2019 Q1: 13 → 2026 Q2: 12 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 MercadoLibre, Inc.

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

  • Sands Capital Management2.38% of portfolio · held as of 2019 Q1 or earlier
  • Baillie Gifford & Co4.68% of portfolio · held as of 2019 Q1 or earlier
  • Generation Investment Management7.80% of portfolio · held as of 2019 Q1 or earlier
  • National Pension Service (Korea)0.13% of portfolio · held as of 2019 Q1 or earlier
  • ARK Invest0.24% of portfolio · held as of 2019 Q1 or earlier
  • Caisse de depot (Quebec)under 0.01% of portfolio · since 2019 Q2
  • Capital World Investors0.36% of portfolio · held as of 2020 Q3 or earlier
  • Bridgewater Associates0.07% of portfolio · since 2022 Q3
  • Durable Capital Partners5.10% of portfolio · since 2025 Q1
  • Dodge & Coxunder 0.01% of portfolio · since 2025 Q3
  • Tudor Investment Corp0.07% of portfolio · since 2026 Q1
  • Tiger Global Management1.08% of portfolio · since 2026 Q1

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

MercadoLibre Inc. is a leading Latin American e-commerce and fintech company that operates a broad digital ecosystem for buying, selling, paying, financing, shipping, and advertising. Its core marketplace connects millions of consumers, small businesses, and major brands through online commerce tools that support retail and wholesale transactions across the region. The company also provides Mercado Pago, a digital payments and financial services platform; Mercado Envíos, which supports logistics and delivery; Mercado Crédito, which offers lending solutions; Mercado Ads, which helps merchants and brands promote products; and Mercado Libre Classifieds for listings in categories such as vehicles, real estate, and services. MercadoLibre Inc. plays a central role in Latin America’s digital commerce infrastructure by combining commerce, payments, logistics, and marketing services in one integrated platform.

What is the Retail sector?

Physical retail and supermarkets. Linked to consumer spending.

MercadoLibre, Inc. is classified under the Retail sector. See peers below.

MercadoLibre, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

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

MercadoLibre, Inc. vs Retail sector benchmark

Median of 19 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
46.0%vs benchmark 9.9%↑ above
Operating margin
6.7%vs benchmark 9.1%↓ below
Net margin
5.3%vs benchmark 7.1%↓ below
ROE
29.6%vs benchmark 24.4%↑ above

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

MELI revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $10.2B, +49.8% YoY.

The largest segment is Services, 85.5% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Services segment (about 81% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding MercadoLibre, Inc.

Per SEC N-PORT · 2026-05-31 · by weight · factual

QQQMInvesco NASDAQ 100 ETF
0.38%
QQQInvesco QQQ Trust, Series 1
0.37%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
0.36%

MELI 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 Retail average
See full MELI analysis →

Peers · Retail

MELI FAQ

What is MercadoLibre, Inc. (MELI)?

MercadoLibre Inc. is a leading Latin American e-commerce and fintech company that operates a broad digital ecosystem for buying, selling, paying, financing, shipping, and advertising. Its core marketplace connects millions of consumers, small businesses, and major brands through online commerce tools that support retail and wholesale transactions across the region. The company also provides Mercado Pago, a digital payments and financial services platform; Mercado Envíos, which supports logistics and delivery; Mercado Crédito, which offers lending solutions; Mercado Ads, which helps merchants and brands promote products; and Mercado Libre Classifieds for listings in categories such as vehicles, real estate, and services. MercadoLibre Inc. plays a central role in Latin America’s digital commerce infrastructure by combining commerce, payments, logistics, and marketing services in one integrated platform.

What sector is MercadoLibre, Inc. in?

MercadoLibre, Inc. is classified under Retail. Physical retail and supermarkets. Linked to consumer spending.

What are MercadoLibre, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 46.0%, Operating margin 6.7%, Net margin 5.3%, ROE 29.6%, Debt-to-equity 1.36x. Definitions and interpretation are available on Stocklore.

What are MercadoLibre, Inc.'s main revenue segments?

The largest segment is Services, about 85.5% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze MercadoLibre, Inc. (MELI) stock?

On Stocklore you can see MELI'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.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea