ETSY, INC
At today's price, ETSY, INC (ETSY) is priced for today's economics sustained for ~5.3 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Etsy runs an asset-light marketplace for handmade and vintage goods plus the Depop and Reverb platforms, with 2025 gross merchandise sales of $10,460.7 million on the core Etsy marketplace ⟦"2025 includes Etsy marketplace GMS of $10,460.7 million, Depop GMS of $1,074.9 million, and Reverb GMS of $381.3 million"⟧, and the model converts roughly a fifth of that into revenue through fees and seller services. • The biggest specific risk is policy and demand: most sales are discretionary, U.S. buye
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476 institutional managers reported holding ETSY in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 48%. 53 opened new positions that quarter. Held by BlackRock, Vanguard Group, Renaissance Technologies, among others. On the short side, 14.7M shares were sold short as of the 2026-06-15 count, about 12% of shares outstanding (5.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ETSY has cut its share count 24.2% over the past five years, spending $2.77B on repurchases. It pays no dividend. Cash returned over the past three years: $2.04B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ETSY over the trailing three years. Absence is a fact about the company, not a signal. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ETSY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -15.9% | -23.1% |
| 2023-11-03 | -1.0% | +15.9% |
| 2024-02-23 | -6.9% | -8.8% |
| 2024-05-03 | -13.6% | -2.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ETSY's latest 8-K filings: 2026-07-16 (items 1.01, 9.01); 2026-06-12 (items 5.07, 9.01); 2026-05-28 (items 1.01, 9.01); 2026-04-29 (items 2.02, 9.01); 2026-02-19 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.