ETSY — ETSY INC

Ownership history in Impactive Capital LP  ·  7 quarters on record

This page tracks every 13F SEC filing in which Impactive Capital LP reported a position in ETSY INC (ETSY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.76% (2025 Q1)
Avg. % of fund
8.47%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,042,874 -200,000 -6.2% 10.74% $168.7M $55.44
2025 Q3 REDUCED 3,242,874 -307,713 -8.7% 10.35% $215.3M $66.39
2025 Q2 REDUCED 3,550,587 -1,432,076 -28.7% 8.03% $178.1M $50.16
2025 Q1 ADDED 4,982,663 +589,001 +13.4% 10.76% $235.1M $47.18
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ETSY price (monthly, adj. close)

Other funds also holding ETSY

As of 2025 Q4 — sorted by position size

13D Management LLC 3Y 7Y 4.74% EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 3Y 7Y 2.48% Hidden Lake Asset Management LP 3Y 1.83% Meridiem Capital Partners LP 1.63% Elliott Investment Management L.P. 3Y 1.23% HUSSMAN STRATEGIC ADVISORS, INC. 3Y 7Y 1.13% Ardmore Road Asset Management LP 3Y 0.83% MERITAGE PORTFOLIO MANAGEMENT 3Y 7Y 0.83% Rare Wolf Capital LLC 0.78% Findlay Park Partners LLP 3Y 7Y 0.69%
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