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Bares Capital Management’s Etsy ETSY Stock Holding History

Bares Capital 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
2025
Q3 		$94.7M Sell
1,425,825
-7,646
-0.5% -$457K 8.73% 6
2025
Q2 		$71.9M Sell
1,433,471
-75,530
-5% -$3.76M 6.98% 7
2025
Q1 		$71.2M Sell
1,509,001
-382,644
-20% -$19.6M 8.36% 7
2024
Q4 		$100M Sell
1,891,645
-30,474
-2% -$1.62M 9.01% 6
2024
Q3 		$107M Sell
1,922,119
-1,911,762
-50% -$108M 9.72% 6
2024
Q2 		$226M Sell
3,833,881
-24,336
-0.6% -$1.56M 10.88% 5
2024
Q1 		$265M Sell
3,858,217
-222,121
-5% -$15.9M 10.52% 6
2023
Q4 		$331M Buy
4,080,338
+36,623
+0.9% +$2.62M 12.98% 3
2023
Q3 		$261M Buy
4,043,715
+1,480,655
+58% +$117M 11.15% 2
2023
Q2 		$217M Buy
2,563,060
+558,757
+28% +$52.7M 7.5% 4
2023
Q1 		$223M Buy
2,004,303
+521,260
+35% +$64.6M 7.9% 5
2022
Q4 		$178M Sell
1,483,043
-60,190
-4% -$6.89M 6.76% 6
2022
Q3 		$155M Buy
1,543,233
+716,680
+87% +$73.1M 6.02% 8
2022
Q2 		$60.5M Buy
826,553
+266,000
+47% +$24.3M 2.21% 11
2022
Q1 		$69.7M Buy
560,553
+140,000
+33% +$20.8M 1.62% 10
2021
Q4 		$92.1M Sell
420,553
-1,500
-0.4% -$361K 1.84% 10
2021
Q3 		$87.8M Buy
422,053
+15,000
+4% +$3.04M 1.57% 10
2021
Q2 		$83.8M Buy
+407,053
New +$75.3M 1.49% 10

Other funds holding ETSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bares Capital Management's ETSY Position: Q3 2025 in Review

Bares Capital Management reduced its Etsy (ETSY) stake by 0.53% in Q3 2025, selling an estimated $457K and leaving 1,425,825 shares worth $94.7M. The position accounts for 8.73% of the portfolio, ranked #6.

Bares Capital Management first reported a position in ETSY in Q2 2021 and has held it in 18 quarters since. The position peaked at $331M in Q4 2023. 546 funds tracked by Wall St. Rank hold ETSY as of Q3 2025.

  • Bares Capital Management held 1,425,825 shares of Etsy worth $94.7M as of Q3 2025.
  • Bares Capital Management sold 7,646 Etsy shares in Q3 2025, an estimated $457K.
  • Etsy made up 8.73% of Bares Capital Management's portfolio in Q3 2025, its #6 holding.
  • Bares Capital Management first reported a position in Etsy in Q2 2021 and has held it in 18 quarters since.
  • Bares Capital Management's Etsy position peaked at $331M in Q4 2023.
  • 546 funds tracked by Wall St. Rank held Etsy as of Q3 2025.

Based on Bares Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.