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ETSY · Consumer Cyclical

ETSY INC

USA Consumer Cyclical Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
44
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in ETSY INC? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$8.0B
Industry
Internet Retail
Sector
Consumer Cyclical
Exchange
NYSE
About ETSY INC

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. 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…

Who's behind the signal
Every informed buyer we can see on ETSY, across all three feeds.
Hedge funds · 8
Point72 (Steve Cohen) Increased +48%
AQR Capital Management Increased +40%
Citadel Advisors Increased +60%
D.E. Shaw & Co Increased +60%
+2 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 5
Every disclosed buy & sell on record — STOCK Act filings
Trade date Member Chamber Action Amount
2022-03-07 Josh Gottheimer · D-NJ House SOLD $1,001 - $15,000
2022-02-02 Josh Gottheimer · D-NJ House SOLD $1,001 - $15,000
2021-10-19 Josh Gottheimer · D-NJ House BOUGHT $1,001 - $15,000
2021-06-15 Josh Gottheimer · D-NJ House SOLD $1,001 - $15,000
2021-03-15 Josh Gottheimer · D-NJ House BOUGHT $1,001 - $15,000
Not a model pick — but on our radar. ETSY INC isn't in the top-10 model right now, but 8 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
8
Investors
1
New positions
5
Increasing
2
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.2×
New position
% of portfolio
0.1%
Position change
NEW
0.1% of Tudor Investment's portfolio
Trust weight: 1.1×
Increased +48%
% of portfolio
0.2%
Position change
+48%
0.2% of Point72's portfolio
Trust weight: 1.0×
Increased +40%
% of portfolio
0.1%
Position change
+40%
0.1% of AQR Capital Management's portfolio
Trust weight: 1.1×
Increased +25%
% of portfolio
0.1%
Position change
+25%
0.1% of Gotham Asset Mgmt's portfolio
Trust weight: 1.0×
Increased +60%
% of portfolio
0.1%
Position change
+60%
0.1% of Citadel Advisors's portfolio
Trust weight: 1.0×
Increased +60%
% of portfolio
0.0%
Position change
+60%
0.0% of D.E. Shaw & Co's portfolio
Trust weight: 1.3×
Decreased −13%
% of portfolio
0.1%
Position change
−13%
0.1% of Bridgewater Associates's portfolio
Trust weight: 1.0×
Decreased −76%
% of portfolio
0.0%
Position change
−76%
0.0% of Millennium Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to ETSY INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell ETSY INC or any security.

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