ETSY
Etsy, Inc. · Consumer Cyclical · Specialty Retail
Données momentum (gérants comparables) :
étendue des détenteurs -0.7% ·
flux d'actions -2.6% ·
nouvelles positions nettes 0.0%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 13.40M | +4.4% | $742.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | The Vanguard Group ✦ (passif) | 10.47M | -0.9% | $580.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | The Vanguard Group ✦ (passif) | 10.47M | -0.9% | $580.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | The Vanguard Group ✦ (passif) | 10.47M | -0.9% | $580.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | The Vanguard Group ✦ (passif) | 10.47M | -0.9% | $580.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | The Vanguard Group ✦ (passif) | 10.47M | -0.9% | $580.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | The Vanguard Group ✦ (passif) | 10.47M | -0.9% | $580.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Renaissance Technologies ✦ | 5.37M | -10.6% | $297.57M | 0.5% | ▼ Trim | 7 | SEC ↗ |
| 30 | Elliott Investment Management ✦ | 5.00M | 0.0% | $277.20M | 1.9% | Held | 7 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 4.56M | -4.3% | $252.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 4.56M | -4.3% | $252.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 4.56M | -4.3% | $252.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 4.11M | +40.1% | $227.78M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 4.11M | +40.1% | $227.78M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 4.11M | +40.1% | $227.78M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 4.11M | +40.1% | $227.78M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 4.11M | +40.1% | $227.78M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 4.11M | +40.1% | $227.78M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 4.11M | +40.1% | $227.78M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 4.11M | +40.1% | $227.78M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 42 | Barclays Plc | 4.04M | — | $224.05M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Barclays Plc | 4.04M | — | $224.05M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Barclays Plc | 4.04M | — | $224.05M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | State Street Global Advisors ✦ (passif) | 3.23M | +0.7% | $178.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | State Street Global Advisors ✦ (passif) | 3.23M | +0.7% | $178.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 47 | Point72 Asset Management ✦ | 2.72M | +48.0% | $151.07M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 2.30M | +7.2% | $127.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 2.30M | +7.2% | $127.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 2.30M | +7.2% | $127.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 2.30M | +7.2% | $127.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Arrowstreet Capital ✦ | 2.17M | -10.1% | $120.06M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 53 | Balyasny Asset Management L.P. | 2.12M | — | $117.57M | 0.2% | n/c | 1 | SEC ↗ |
| 54 | Balyasny Asset Management L.P. | 2.12M | — | $117.57M | 0.2% | n/c | 1 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 2.10M | +4.0% | $116.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | UBS Group AG | 1.82M | — | $100.83M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | UBS Group AG | 1.82M | — | $100.83M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | UBS Group AG | 1.82M | — | $100.83M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | UBS Group AG | 1.82M | — | $100.83M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | UBS Group AG | 1.82M | — | $100.83M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Geode Capital Management ✦ (passif) | 1.74M | -4.3% | $96.57M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 76 | Geode Capital Management ✦ (passif) | 1.74M | -4.3% | $96.57M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 77 | Assenagon Asset Management S.A. | 1.61M | — | $89.34M | 0.1% | n/c | 1 | SEC ↗ |
| 78 | Dimensional Fund Advisors Lp | 1.47M | — | $81.67M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Dimensional Fund Advisors Lp | 1.47M | — | $81.67M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Dimensional Fund Advisors Lp | 1.47M | — | $81.67M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Dimensional Fund Advisors Lp | 1.47M | — | $81.67M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Dimensional Fund Advisors Lp | 1.47M | — | $81.67M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Deutsche Bank Ag\ | 1.38M | — | $76.41M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Deutsche Bank Ag\ | 1.38M | — | $76.41M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Deutsche Bank Ag\ | 1.38M | — | $76.41M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Deutsche Bank Ag\ | 1.38M | — | $76.41M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Deutsche Bank Ag\ | 1.38M | — | $76.41M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Deutsche Bank Ag\ | 1.38M | — | $76.41M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Citadel Advisors ✦ | 1.18M | +59.8% | $65.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Citadel Advisors ✦ | 1.18M | +59.8% | $65.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Charles Schwab Investment… | 1.01M | — | $55.94M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Marshall Wace ✦ | 921.53K | Nouveau | $51.09M | 0.1% | New | 1 | SEC ↗ |
| 93 | Marshall Wace ✦ | 921.53K | Nouveau | $51.09M | 0.1% | New | 1 | SEC ↗ |
| 94 | Marshall Wace ✦ | 921.53K | Nouveau | $51.09M | 0.1% | New | 1 | SEC ↗ |
| 95 | Bank Of America Corp /De/ | 894.52K | — | $49.59M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Bank Of America Corp /De/ | 894.52K | — | $49.59M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Bank Of America Corp /De/ | 894.52K | — | $49.59M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Bank Of America Corp /De/ | 894.52K | — | $49.59M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Bank Of America Corp /De/ | 894.52K | — | $49.59M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank Of America Corp /De/ | 894.52K | — | $49.59M | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Marshall Wace | $51.09M | 0.1% |
| Marshall Wace | $51.09M | 0.1% |
| Marshall Wace | $51.09M | 0.1% |
Sorti(e)
| Lone Pine Capital | $257.61M | était 1.9% |
| Wellington Management | $2.30M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 360.40K actions, $18,012 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Director · 217 act. · $17,217
Director · 68 act. · $5,433
Director · 15 act. · $1,218
Officer · 238 act. · $18,850
Officer · 166 act. · $13,267
Officer · 1 act. · $81
Officer · 1.14K act. · $92,646
Officer · 5.68K act. · $465,690
Officer · 989 act. · $82,107
Officer · 440 act. · $36,951
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie