ETSY
Etsy, Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares -11.8% ·
flujo de acciones +7.5% ·
nuevas posiciones netas -13.3%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 128 | +3 | 92.81M | $6.48B | +8 | −4 |
| Q1 2026 | 127 | -8 | 92.53M | $4.21B | +2 | −11 |
| Q4 2025 | 135 | -1 | 101.26M | $5.15B | +2 | −2 |
| Q3 2025 | 22 | +2 | 64.57M | $4.29B | +3 | −2 |
| Q2 2025 | 18 | 0 | 57.51M | $2.88B | +2 | −2 |
| Q1 2025 | 15 | -2 | 26.20M | $1.24B | — | −2 |
| Q4 2024 | 17 | +1 | 26.86M | $1.42B | +1 | — |
| Q3 2024 | 15 | -2 | 21.90M | $1.22B | +1 | −3 |
| Q2 2024 | 17 | — | 20.38M | $1.20B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 5.19M | +23.0% | $287.98M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 2 | Elliott Investment Management ✦ | 5.00M | +11.1% | $277.65M | 2.7% | ▲ Add | 2 | SEC ↗ |
| 3 | Arrowstreet Capital ✦ | 3.88M | Nuevo | $215.23M | 0.2% | New | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.96M | -32.6% | $108.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 1.96M | -32.6% | $108.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Harris Associates (Oakmark) ✦ | 1.95M | -20.7% | $108.35M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 7 | Norges Bank ✦ (pasivo) | 1.44M | +10.5% | $80.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 1.23M | +61.9% | $68.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 1.23M | +61.9% | $68.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 1.23M | +61.9% | $68.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 470.40K | -60.7% | $26.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 470.40K | -60.7% | $26.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 470.40K | -60.7% | $26.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 470.40K | -60.7% | $26.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 307.39K | +136.1% | $17.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 139.10K | +348.7% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 133.46K | +654.8% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Millennium Management ✦ | 133.46K | +654.8% | $7.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 105.41K | -20.5% | $5.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 62.63K | -62.4% | $3.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | PRIMECAP Management ✦ | 32.00K | -61.0% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Marshall Wace ✦ | 3.95K | -99.7% | $219,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Arrowstreet Capital | $215.23M | 0.2% |
Posición cerrada
| Citadel Advisors | $42.90M | era 0.0% |
| Wellington Management | $16.00M | era 0.0% |
| Adage Capital Partners | $4.26M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 360.40K acciones, $18,012 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 217 acc. · $17,217
Director · 68 acc. · $5,433
Director · 15 acc. · $1,218
Officer · 238 acc. · $18,850
Officer · 166 acc. · $13,267
Officer · 1 acc. · $81
Officer · 1.14K acc. · $92,646
Officer · 5.68K acc. · $465,690
Officer · 989 acc. · $82,107
Officer · 440 acc. · $36,951
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología