NYSE · Consumer Discretionary

ETSY INC ETSY

Etsy, Inc., together with its subsidiaries, operates two-sided online marketplaces that connect buyers and sellers in the United States, the United Kingdom, and internationally. It operates through Etsy and Depop segments. The company operates Etsy marketplace that connects artisans with various consumers; and Depop, a fashion resale marketplace.

Business Services

Company profile

Business mix

  • It operates through Etsy and Depop segments. The company operates Etsy marketplace that connects artisans with various consumers; and Depop, a fashion resale marketplace.
  • It also provides marketplace activities, including transaction offsite advertising, payments processing, and listing fees, as well as from optional seller services, which include on-site advertising and shipping labels.
  • The company was formerly known as Indieco, Inc changed its name to Etsy, Inc. in June 2006. Etsy, Inc. was founded in 2005 and is headquartered in Brooklyn, New York.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in internet retail?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 26.96 FCF 11.21% Buyback -2.36%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Soros Fund Management George Soros 0.1% $10.7M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $30.3M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +657.9% +568,064 / 86,349
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$10.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +215,000 (New) Total shares 215,000 Value $10.7M
Lone Pine Capital Stephen Mandel 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$257.6M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$257.6M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 484.2% 13F value change +$29.2M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -12.9% 13F value change -$9.1M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 86,349 Last 4 periods +353,064 (+408.9%) Total shares 439,413 Value $24.4M

Recent mentions

No public mentions.