/ETSY

ETSY Inc

ETSY

$72.76USD↑+1.63%+1.17 today

MARKET CAP

6.7B

P/E (TTM)

36.7x

FWD P/E

16.3x

DAY RANGE

$72 – $74

52W RANGE

$44

$88

AI Summary

Stalk

TrimMedium

ETSY’s long-term uptrend remains intact above the 200-day SMA, but the drop below the 9/20/50 EMAs and the formation of lower highs and lows signals a medium-term bearish posture. A shallow bounce from near-term support has yet to reclaim key moving averages, so selling into rallies around the 9-EMA and 20-EMA region offers the best execution edge while avoiding being caught in a relief run.

↑Q2 GMS rose to $2.6 B (+7.5% YoY), fueling marketplace growth
↑Revenue of $668 M (+6.2% YoY) with 29.2% adjusted EBITDA margin
↓Purchase frequency remains below last year, undermining GMS gains

Full analysis →

Buying

12

institutions

Selling

5

institutions

New Positions

1

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

Institution↕	Action↕	Shares Held↕	Value↓	Change↕	Chg %↕	Weight↕
BI Blackrock, Inc. Q2 2026	SELL	12.62 M	950.35 M	+-571.63 K	+44.2%	0.01%
RT Renaissance Technologies LLC Q2 2026	BUY	5.99 M	451.26 M	+28.23 K	+51.4%	0.62%
CA Citadel Advisors LLC Q2 2026	BUY	3.48 M	262.39 M	+1.21 M	+130.7%	0.03%
AC Aqr Capital Management LLC Q2 2026	BUY	2.79 M	210.44 M	+164.62 K	+63.6%	0.07%
BA Balyasny Asset Management L.P. Q2 2026	SELL	2.73 M	205.70 M	+-1.94 M	-11.9%	0.26%
PA Point72 Asset Management, L.P. Q2 2026	BUY	1.80 M	135.37 M	+401.35 K	+94.1%	0.15%
MM Millennium Management LLC Q2 2026	BUY	1.28 M	96.52 M	+373.99 K	+112.8%	0.04%
JC Jpmorgan Chase & Co Q2 2026	BUY	661.20 K	53.02 M	+101.34 K	+99.4%	0.00%
JH Janus Henderson Group Plc Q1 2026	BUY	558.81 K	27.92 M	+520.39 K	+1210.5%	0.01%
SF Soros Fund Management LLC Q2 2026	BUY	297.00 K	22.37 M	+82.00 K	+108.2%	0.34%
BA Bridgewater Associates, LP Q2 2026	BUY	273.25 K	20.58 M	+204.59 K	+499.8%	0.08%
CP California Public Employees Retirement System Q2 2026	BUY	224.88 K	16.94 M	+8.45 K	+56.6%	0.01%
RC Rockefeller Capital Management L.P. Q2 2026	BUY	75.16 K	5.66 M	+8.61 K	+70.2%	0.01%
MG Man Group Plc Q2 2026	SELL	48.65 K	3.66 M	+-106.63 K	-52.8%	0.01%
HS Hussman Strategic Advisors, Inc. Q2 2026	SELL	42.00 K	3.16 M	+-42.00 K	-24.6%	0.73%
BH Brevan Howard Capital Management LP Q2 2026	SELL	33.78 K	2.54 M	+-1.55 K	+44.1%	0.02%
MC Moore Capital Management, LP Q2 2026	BUYNEW	4.73 K	356.24 K	+4.73 K	+0.0%	0.01%