ETSY
Etsy, Inc. · Consumer Cyclical · Specialty Retail
Señales de momentum (gestores comparables):
amplitud de titulares +10.0% ·
flujo de acciones -0.4% ·
nuevas posiciones netas +4.5%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 210.97K | $15.02M | n/a | −1 |
| Q2 2026 | 126 | +3 | 92.56M | $6.47B | +8 | −6 |
| 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 | n/a | −2 |
| Q4 2024 | 17 | +1 | 26.86M | $1.42B | +1 | n/a |
| Q3 2024 | 15 | -2 | 21.90M | $1.22B | +1 | −3 |
| Q2 2024 | 17 | n/a | 20.38M | $1.20B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 12.83M | +0.3% | $851.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×22 |
| 2 | The Vanguard Group ✦ (pasivo) | 10.56M | -10.6% | $701.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 3 | Renaissance Technologies ✦ | 6.00M | -21.5% | $398.60M | 0.5% | ▼ Trim | 6 | SEC ↗ |
| 4 | Elliott Investment Management ✦ | 5.00M | 0.0% | $331.95M | 2.4% | Held | 6 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 4.76M | n/a | $316.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Lone Pine Capital ✦ | 3.88M | Nuevo | $257.61M | 1.9% | New | 1 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (pasivo) | 3.20M | -4.5% | $212.61M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 8 | AQR Capital Management ✦ | 2.93M | -33.6% | $194.81M | 0.1% | ▼ Trim | 6 | SEC ↗ ×7 |
| 9 | Arrowstreet Capital ✦ | 2.41M | -34.8% | $159.90M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 2.15M | +18.4% | $142.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Morgan Stanley ✦ | 2.02M | n/a | $134.02M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 12 | Point72 Asset Management ✦ | 1.84M | Nuevo | $122.20M | 0.3% | New | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.82M | n/a | $120.99M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 14 | Geode Capital Management ✦ (pasivo) | 1.82M | -2.4% | $120.79M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 15 | Millennium Management ✦ | 885.15K | +38.6% | $58.77M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 740.75K | +23.8% | $49.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Bridgewater Associates ✦ | 504.44K | +484.2% | $33.49M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 456.77K | -57.3% | $30.32M | 0.0% | ▼ Trim | 6 | SEC ↗ ×3 |
| 19 | T. Rowe Price ✦ | 395.72K | +395.4% | $26.27M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 20 | Gotham Asset Management ✦ | 229.22K | +1.0% | $15.22M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 85.57K | -91.8% | $5.68M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 22 | Wellington Management ✦ | 34.64K | Nuevo | $2.30M | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Lone Pine Capital | $257.61M | 1.9% |
| Point72 Asset Management | $122.20M | 0.3% |
| Wellington Management | $2.30M | 0.0% |
Posición cerrada
| Norges Bank | $65.21M | era 0.0% |
| Marshall Wace | $3.00M | 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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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 · 942 acc. · $84,780
Officer · 5.08K acc. · $456,840
Director · 417 acc. · $35,224
Director · 714 acc. · $56,406
Director · 383 acc. · $28,342
Officer · 4.18K acc. · $297,724
Officer · 294 acc. · $21,165
Officer · 1.40K acc. · $99,605
Director · 858 acc. · $61,656
Director · 274 acc. · $20,101
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología