Optimize Financial’s Etsy ETSY Stock Holding History

Optimize Financial’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	–	Sell	-14,652	Closed	-$735K	–	370
2025 Q2	$735K	Sell	14,652 -104	-0.7%	-$5.17K	0.45%	60
2025 Q1	$696K	Buy	14,756 +4,850	+49%	+$248K	0.26%	60
2024 Q4	$524K	Buy	+9,906	New	+$528K	0.39%	71

Other funds holding ETSY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

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

Optimize Financial's ETSY Position: Q3 2025 in Review

Optimize Financial sold out of Etsy (ETSY) in Q3 2025, closing a stake of 14,652 shares — an estimated $735K sold.

Optimize Financial first reported a position in ETSY in Q4 2024 and held it in 3 quarters. The position peaked at $735K in Q2 2025. 546 funds tracked by Wall St. Rank hold ETSY as of Q3 2025.

Optimize Financial reported no remaining Etsy position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 14,652 Etsy shares in Q3 2025, an estimated $735K.
Optimize Financial first reported a position in Etsy in Q4 2024 and held it in 3 quarters.
Optimize Financial's Etsy position peaked at $735K in Q2 2025.
546 funds tracked by Wall St. Rank held Etsy as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.