PWC
ETSY icon

PYA Waltman Capital’s Etsy ETSY Stock Holding History

PYA Waltman Capital’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 		$3.29M Buy
65,773
+41,386
+170% +$2.26M 0.91% 28
2025
Q4 		$1.35M Sell
24,387
-11,703
-32% -$714K 0.36% 43
2025
Q3 		$2.4M Buy
36,090
+5,242
+17% +$313K 0.64% 35
2025
Q2 		$1.55M Buy
30,848
+1,186
+4% +$59K 0.45% 42
2025
Q1 		$1.4M Buy
29,662
+5,294
+22% +$271K 0.44% 41
2024
Q4 		$1.29M Buy
24,368
+1,320
+6% +$70.4K 0.42% 44
2024
Q3 		$1.28M Buy
23,048
+5,889
+34% +$334K 0.42% 42
2024
Q2 		$1.01M Buy
17,159
+80
+0.5% +$5.12K 0.37% 43
2024
Q1 		$1.17M Buy
17,079
+1,166
+7% +$83.7K 0.44% 41
2023
Q4 		$1.29M Buy
15,913
+1,055
+7% +$75.5K 0.54% 39
2023
Q3 		$960K Buy
14,858
+2,485
+20% +$196K 0.41% 41
2023
Q2 		$981K Buy
12,373
+2,257
+22% +$213K 0.42% 36
2023
Q1 		$1.13M Sell
10,116
-1,844
-15% -$229K 0.56% 28
2022
Q4 		$1.43M Sell
11,960
-4,900
-29% -$561K 0.75% 21
2022
Q3 		$1.69M Buy
16,860
+444
+3% +$45.3K 0.99% 21
2022
Q2 		$1.2M Sell
16,416
-10,155
-38% -$927K 0.67% 22
2022
Q1 		$3.3M Buy
26,571
+2,441
+10% +$363K 1.63% 19
2021
Q4 		$5.28M Sell
24,130
-767
-3% -$185K 2.72% 13
2021
Q3 		$5.18M Buy
24,897
+1,378
+6% +$279K 2.81% 13
2021
Q2 		$4.84M Buy
+23,519
New +$4.35M 2.52% 15

Other funds holding ETSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
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
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PYA Waltman Capital's ETSY Position: Q1 2026 in Review

PYA Waltman Capital increased its Etsy (ETSY) stake by 170% in Q1 2026, buying an estimated $2.26M and bringing the position to 65,773 shares worth $3.29M. The position accounts for 0.91% of the portfolio, ranked #28.

PYA Waltman Capital first reported a position in ETSY in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.28M in Q4 2021. 490 funds tracked by Wall St. Rank hold ETSY as of Q1 2026.

  • PYA Waltman Capital held 65,773 shares of Etsy worth $3.29M as of Q1 2026.
  • PYA Waltman Capital bought 41,386 Etsy shares in Q1 2026, an estimated $2.26M.
  • Etsy made up 0.91% of PYA Waltman Capital's portfolio in Q1 2026, its #28 holding.
  • PYA Waltman Capital first reported a position in Etsy in Q2 2021 and has held it in 20 quarters since.
  • PYA Waltman Capital's Etsy position peaked at $5.28M in Q4 2021.
  • 490 funds tracked by Wall St. Rank held Etsy as of Q1 2026.

Based on PYA Waltman Capital's 13F filing for Q1 2026, filed 13 May 2026.