Ebay INC. (EBAY) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ebay INC. (EBAY) following the 2026 Q2 hedge fund 13F filings?

As of today, EBAY has moved +9.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -5.8% for the XLY sector ETF — an outperformance of +15.6%. Since the quarter end (June 30, 2026), EBAY gained +1.0% vs -5.0% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Ebay INC. (EBAY)

1K + Investors. Track Smart Money conviction in EBAY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — EBAY

Based on 1290 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added EBAY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

1,290 hedge funds hold EBAY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q

+135 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 50% buying

634 buying624 selling

Last quarter: 634 funds bought or added vs 624 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~183 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 169 → 151 → 184 → 183. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new

826 out of 1,290 hedge funds have held EBAY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

161 → 169 → 151 → 184 → 183 new funds/Q

New funds entering each quarter: 169 → 151 → 184 → 183. A growing number of institutions are discovering EBAY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new

Entry-cohort mix of 1,337 holders: 914 (68%) are 2+ year veterans, 143 entered 1–2 years ago, and 280 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds

65 of 1282 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in EBAY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1271	1239	2.58%
13F Shares	417M	413M	1.0%
Total Value	$44.26B	$35.58B	24.39%
New Positions	181	184	-3
Increased Positions	432	430	+2
Closed Positions	141	146	-5
Reduced Positions	477	439	+38
Total Calls	29	30	-3.33%
Total Puts	26	29	-10.34%
PUT/CALL Ratio	0.9	0.97	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1271

1239

2.58%

13F Shares

417M

413M

1.0%

Total Value

$44.26B

$35.58B

24.39%

New Positions

181

184

-3

Increased Positions

432

430

Closed Positions

141

146

-5

Reduced Positions

477

439

+38

Total Calls

-3.33%

Total Puts

-10.34%

PUT/CALL Ratio

0.9

0.97

Neutral

Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EBAY. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EBAY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Comprehensive Financial Management LLC	36.80%	10,034,000	$1.12B
2	Mozayyx Management LLC	6.33%	58,825	$6.6M
3	Lyrical Asset Management LP	4.82%	3,400,987	$380.1M
4	Lindsell Train Ltd	4.74%	1,116,001	$124.7M
5	Toronto Dominion Bank	4.37%	33,819,859	$3.78B
6	Mirova US LLC	3.85%	3,206,010	$358.3M
7	Ivy Lane Capital Management, LLC	3.72%	23,000	$2.6M
8	Triodos Investment Management BV	3.58%	526,498	$58.8M
9	Marble Harbor Investment Counsel, LLC	3.50%	308,433	$34.5M
10	Independent Franchise Partners LLP	3.33%	4,546,653	$508.1M
11	Nia Impact Advisors, LLC	3.27%	70,623	$7.9M
12	Northern Right Capital Management, L.P.	3.08%	93,000	$10.4M
13	Lakewood Asset Management LLC	2.92%	47,640	$5.3M
14	Taylor Hoffman Capital Management LLC	2.81%	103,387	$11.6M
15	Woodson Capital Management, LP	2.81%	150,000	$16.8M
16	Paralel Advisors LLC	2.81%	650,000	$72.6M
17	Titan Wealth (CI) Ltd	2.71%	65,216	$7.3M
18	Marvin & Palmer Associates Inc	2.51%	35,697	$4.0M
19	NatWest Group plc	2.36%	118,424	$13.2M
20	Ardsley Advisory Partners LP	2.32%	201,000	$22.3M
21	Lone Peak Global Investors LLC	2.28%	148,361	$16.6M
22	R.m.sincerbeaux Capital Management LLC	2.25%	37,800	$4.2M
23	Smead Capital Management, Inc.	1.96%	815,923	$91.2M
24	Hudson Capital Management LLC	1.92%	71,207	$8.0M
25	Harrington Investments, INC	1.81%	33,419	$3.7M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ebay INC. (EBAY)

What does the Smart Money Trend signal show for EBAY?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EBAY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EBAY?

Slight buying edge — 50% buying: Last quarter: 634 funds bought or added vs 624 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EBAY holders?

Elite ownership — 51% AUM from top-100 funds: 65 of 1282 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in EBAY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EBAY?

64% of holders stayed for 2+ years: 826 out of 1,290 hedge funds have held EBAY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ebay INC. (EBAY) following the 2026 Q2 hedge fund 13F filings?

As of today, EBAY has moved +9.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -5.8% for the XLY sector ETF — an outperformance of +15.6%. Since the quarter end (June 30, 2026), EBAY has gained +1.0% vs -5.0% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ebay INC. (EBAY)

Smart Money Signals — EBAY

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +12% more funds vs a year ago

Slight buying edge — 50% buying

Steady new buyers — ~183 new funds per quarter

64% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 68% veterans vs 21% newcomers

Elite ownership — 51% AUM from top-100 funds

Institutional Sentiment Summary — EBAY

Hedge Fund Ownership: EBAY

Market Analysis: EBAY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EBAY

Is It Too Late to Buy Ebay INC. (EBAY) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: EBAY

Statistics: EBAY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ebay INC. (EBAY)

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