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1stdibs.com
DIBS

52 hedge funds and large institutions have $216M invested in 1stdibs.com in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

0.84% more ownership

Funds ownership: 45.57% → 46.41% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

15% less funds holding

Funds holding: 61 → 52 (-9)

35% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 26

63% less capital invested

Capital invested by funds: $589M → $216M (-$373M)

Holders
52
Holders Change
-9
Holders Change %
-14.75%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
18
Reduced
8
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCP
ThornTree Capital Partners
Massachusetts
+$10.9M
2
Fidelity International
Fidelity International
Bermuda
+$8.09M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$6.01M
4
PCR
Potrero Capital Research
California
+$5.32M
5
MAM
Must Asset Management
South Korea
+$5.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$25M
2
DCM
Driehaus Capital Management
Illinois
-$13.8M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$4.54M
4
Blackstone Inc
Blackstone Inc
New York
-$4.35M
5
PCM
Portolan Capital Management
Massachusetts
-$3.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
IHG
1
Insight Holdings Group
New York
$62.8M – – –
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$31.4M +$10.4K +568 +0%
FAM
3
Foxhaven Asset Management
Virginia
$22.7M – – –
AG
4
Alibaba Group
Hong Kong
$18.2M – – –
Fidelity International
5
Fidelity International
Bermuda
$14.9M +$8.09M +441,026 +58%
TCP
6
ThornTree Capital Partners
Massachusetts
$13.6M +$10.9M +592,865 +118%
Federated Hermes
7
Federated Hermes
Pennsylvania
$7.13M +$4.22M +230,000 +67%
ClearBridge Investments
8
ClearBridge Investments
New York
$6.75M +$591K +32,208 +6%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$5.04M +$33.7K +1,835 +0.4%
Vanguard Group
10
Vanguard Group
Pennsylvania
$4.56M +$6.01M +327,557 +819%
PCR
11
Potrero Capital Research
California
$3.6M +$5.32M +289,880 New
MAM
12
Must Asset Management
South Korea
$3.56M +$5.2M +283,212 New
BlackRock
13
BlackRock
New York
$3.51M +$2.02M +109,892 +63%
PI
14
Putnam Investments
Massachusetts
$3.48M +$2.25M +122,646 +78%
JIC
15
Joel Isaacson & Co
New York
$2.25M +$2.72M +148,000 +440%
AO
16
Allen Operations
New York
$2.19M – – –
BMO
17
Beck Mack & Oliver
New York
$1.58M +$2.33M +127,140 New
EC
18
EMJ Capital
Ontario, Canada
$1.48M +$1.28M +69,603 +139%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$930K +$1.01M +54,861 +272%
RA
20
Royce & Associates
New York
$920K +$1.36M +74,200 New
State Street
21
State Street
Massachusetts
$839K +$1.24M +67,689 New
Northern Trust
22
Northern Trust
Illinois
$703K +$895K +48,788 +619%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$651K +$963K +52,463 New
Alyeska Investment Group
24
Alyeska Investment Group
Illinois
$620K +$183K +10,000 +25%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$532K +$787K +42,900 New
1
2 3 4

DIBS Hedge Fund Activity: Q3 2021 in Review

52 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in 1stdibs.com (DIBS) for Q3 2021, worth a combined $216M — down 63% from $589M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of DIBS and 17 opened new positions — a net loss of 9 holders — while 8 trimmed existing stakes and 18 added.

The largest buyer was ThornTree Capital Partners, adding an estimated $10.9M. The largest seller was Fidelity Investments, cutting an estimated $25M.

  • 52 institutional investors held 1stdibs.com (DIBS) as of Q3 2021, down from 61 in Q2 2021.
  • Funds reported $216M of 1stdibs.com stock for Q3 2021, down 63% quarter-over-quarter.
  • 17 funds opened new 1stdibs.com positions in Q3 2021 and 26 closed out, a net change of -9 holders.
  • The largest 1stdibs.com buyer in Q3 2021 was ThornTree Capital Partners, an estimated $10.9M added.
  • The largest 1stdibs.com seller in Q3 2021 was Fidelity Investments, an estimated $25M sold.

Based on aggregated 13F filings for Q3 2021.