Balyasny Asset Management’s Etsy ETSY Stock Holding History

Balyasny Asset Management’s Portfolio ETSY Stock Details ETSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-75,200	Closed	-$4.17M	–	3064
2025 Q4	$4.17M	Sell	75,200 -34,500	-31%	-$2.11M	0.01%	1494
2025 Q3	$7.28M	Sell	109,700 -142,900	-57%	-$8.53M	0.01%	1202
2025 Q2	$12.7M	Buy	252,600 +180,400	+250%	+$8.97M	0.02%	856
2025 Q1	$3.41M	Buy	+72,200	New	+$3.7M	0.01%	1437
2022 Q2	–	Sell	-40,000	Closed	-$4.97M	–	2863
2022 Q1	$4.97M	Buy	+40,000	New	+$5.95M	0.02%	952
2020 Q2	–	Sell	-40,000	Closed	-$1.54M	–	1232
2020 Q1	$1.54M	Buy	+40,000	New	+$1.95M	0.02%	666
2017 Q3	–	Sell	-25,000	Closed	-$375K	–	1930
2017 Q2	$375K	Buy	+25,000	New	+$310K	﹤0.01%	1269
2015 Q3	–	Sell	-42,100	Closed	-$592K	–	1206
2015 Q2	$592K	Buy	+42,100	New	+$809K	﹤0.01%	837

Other funds holding ETSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management's ETSY Position: Q1 2026 in Review

Balyasny Asset Management increased its Etsy (ETSY) stake by 115% in Q1 2026, buying an estimated $133M and bringing the position to 4,558,200 shares worth $228M. The position accounts for 0.3% of the portfolio, ranked #50.

Balyasny Asset Management first reported a position in ETSY in Q2 2016 and has held it in 19 quarters since. 491 funds tracked by Wall St. Rank hold ETSY as of Q1 2026.

Balyasny Asset Management held 4,558,200 shares of Etsy worth $228M as of Q1 2026.
Balyasny Asset Management bought 2,437,473 Etsy shares in Q1 2026, an estimated $133M.
Etsy made up 0.3% of Balyasny Asset Management's portfolio in Q1 2026, its #50 holding.
Balyasny Asset Management first reported a position in Etsy in Q2 2016 and has held it in 19 quarters since.
491 funds tracked by Wall St. Rank held Etsy as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.