FCM
EA

Farallon Capital Management’s Electronic Arts EA Stock Holding History

Farallon Capital 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 		$1.62B Buy
7,919,500
+449,500
+6% +$91M 7.49% 3
2026
Q1 		$1.52B Buy
7,470,000
+2,435,000
+48% +$492M 7.99% 1
2025
Q4 		$1.03B Buy
+5,035,000
New +$1.02B 4.45% 5

Other funds holding EA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Farallon Capital Management's EA Position: Q2 2026 in Review

Farallon Capital Management increased its Electronic Arts (EA) stake by 6% in Q2 2026, buying an estimated $91M and bringing the position to 7,919,500 shares worth $1.62B. The position accounts for 7.49% of the portfolio, ranked #3.

Farallon Capital Management first reported a position in EA in Q4 2025 and has held it in 3 quarters since. 934 funds tracked by Wall St. Rank hold EA as of Q2 2026.

  • Farallon Capital Management held 7,919,500 shares of Electronic Arts worth $1.62B as of Q2 2026.
  • Farallon Capital Management bought 449,500 Electronic Arts shares in Q2 2026, an estimated $91M.
  • Electronic Arts made up 7.49% of Farallon Capital Management's portfolio in Q2 2026, its #3 holding.
  • Farallon Capital Management first reported a position in Electronic Arts in Q4 2025 and has held it in 3 quarters since.
  • 934 funds tracked by Wall St. Rank held Electronic Arts as of Q2 2026.

Based on Farallon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.