Stephen Mandel’s Etsy ETSY Stock Holding History

Stephen Mandel’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 Q4	–	Sell	-3,880,316	Closed	-$258M	–	35
2025 Q3	$258M	Buy	+3,880,316	New	+$232M	1.87%	24

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

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

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

Stephen Mandel's ETSY Position: Q4 2025 in Review

Stephen Mandel sold out of Etsy (ETSY) in Q4 2025, closing a stake of 3,880,316 shares — an estimated $258M sold.

Stephen Mandel first reported a position in ETSY in Q3 2025 and held it in 1 quarter. The position peaked at $258M in Q3 2025. 527 funds tracked by Wall St. Rank hold ETSY as of Q4 2025.

Stephen Mandel reported no remaining Etsy position as of Q4 2025 after selling out during the quarter.
Stephen Mandel sold 3,880,316 Etsy shares in Q4 2025, an estimated $258M.
Stephen Mandel first reported a position in Etsy in Q3 2025 and held it in 1 quarter.
Stephen Mandel's Etsy position peaked at $258M in Q3 2025.
527 funds tracked by Wall St. Rank held Etsy as of Q4 2025.

Based on Lone Pine Capital's 13F filing for Q4 2025, filed 17 Feb 2026.