Alpine Associates Management’s Electronic Arts EA Stock Holding History

Alpine Associates Management’s Portfolio EA Stock Details EA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.3M	Sell	259,855 -60,909	-19%	-$12.3M	3.33%	9
2026 Q1	$65.4M	Buy	320,764 +49,364	+18%	+$9.96M	3.86%	4
2025 Q4	$55.5M	Buy	271,400 +165,400	+156%	+$33.4M	3.69%	10
2025 Q3	$21.4M	Buy	+106,000	New	+$17.5M	1.29%	20

Other funds holding EA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SCS

Syquant Capital SAS Paris, France $447M AUM 13.04% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Alpine Associates Management's EA Position: Q2 2026 in Review

Alpine Associates Management reduced its Electronic Arts (EA) stake by 19% in Q2 2026, selling an estimated $12.3M and leaving 259,855 shares worth $53.3M. The position accounts for 3.33% of the portfolio, ranked #9.

Alpine Associates Management first reported a position in EA in Q3 2025 and has held it in 4 quarters since. The position peaked at $65.4M in Q1 2026. 503 funds tracked by Wall St. Rank hold EA as of Q2 2026.

Alpine Associates Management held 259,855 shares of Electronic Arts worth $53.3M as of Q2 2026.
Alpine Associates Management sold 60,909 Electronic Arts shares in Q2 2026, an estimated $12.3M.
Electronic Arts made up 3.33% of Alpine Associates Management's portfolio in Q2 2026, its #9 holding.
Alpine Associates Management first reported a position in Electronic Arts in Q3 2025 and has held it in 4 quarters since.
Alpine Associates Management's Electronic Arts position peaked at $65.4M in Q1 2026.
503 funds tracked by Wall St. Rank held Electronic Arts as of Q2 2026.

Based on Alpine Associates Management's 13F filing for Q2 2026, filed 6 Aug 2026.