Etsy, Inc. (ETSY): A Bull Case Theory
We came across a bullish thesis on Etsy, Inc. on TickerTrends Research’s Substack. In this article, we will summarize the bulls’ thesis on ETSY.
Etsy Inc (ETSY)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 7,647,241 | $383,585,609 | +45% | 0.51% |
| 2. | Holocene Advisors Brandon Haley | 5,343,797 | $268,044,858 | +698% | 0.65% |
| 3. | Elliott Management Paul Singer | 5,000,000 | $250,800,000 | 1.43% | |
| 4. | AQR Capital Management Cliff Asness | 4,420,126 | $221,227,308 | -6% | 0.18% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,692,134 | $185,197,441 | +63% | 0.13% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.67 | 64,000 | $1,002,880.00 | 64,000 | 2017-08-08 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $63.57 | 1,397 | $88,807.29 | 2,485 | 2025-08-12 | Filing | |
| $59.42 | 9,701 | $576,433.42 | 47,529 | 2025-08-07 | Filing | |
| $58.86 | 2,243 | $132,022.98 | 57,230 | 2025-08-07 | Filing | |
| $59.70 | 3,357 | $200,412.90 | 62,674 | 2025-08-01 | Filing | |
| $58.93 | 9,611 | $566,376.23 | 66,031 | 2025-08-01 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,789,115 | $641,502,015 | 0.01% | |
| 2. | 11,818,446 | $592,813,251 | 0.01% | |
| 3. | 4,913,358 | $246,454,028 | 0.03% | |
| 4. | 4,376,667 | $219,533,617 | 0.36% | |
| 5. | 3,781,400 | $189,675,024 | 0.03% |
News See All
Etsy, Inc. (NASDAQ:ETSY) Q2 2025 Earnings Call Transcript
Deb Wasser: Hi, everyone, and welcome to Etsy's Second Quarter 2025 Earnings Conference Call. I'm Deb Wasser, VP of Investor Relations.
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On Wednesday, June 4, Cantor Fitzgerald analysts increased the price target for Etsy, Inc. (NASDAQ:ETSY) from $47 to $52 and kept a “Neutral” rating.
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