Vanguard's passive stake remains stable just under 5%, indicating no material conviction change. The filing aligns with routine portfolio rebalancing. Monitor for any future 13G/A filings that cross above 5% or a conversion to 13D, which would signal a shift in intent.
Price Chart
Executive Summary
Vanguard Capital Management LLC filed an amended Schedule 13G disclosing a passive stake of 4,585,810 shares (4.99%) in Etsy as of September 30, 2026. The filing is an amendment to a prior 13G and confirms the stake remains just below the 5% threshold, with no change in the passive investment intent.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC reported beneficial ownership of 4,585,810 shares of Etsy common stock as of September 30, 2026.
- The stake represents 4.99% of shares outstanding, just below the 5% reporting threshold.
- The filing is an amendment to a prior Schedule 13G, indicating a routine update rather than a new position.
- The filer certifies the securities were acquired and are held in the ordinary course of business, not for changing or influencing control.
- The filing was made two days after Etsy's Q3 2026 earnings release (October 28, 2026).
Financial Impact
Stake valued at approximately $424M based on $8.5B market cap and 4.99% ownership.
Risk Factors
- No material risk identified; this is a routine passive stake amendment.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100119-26-001585 |
| Document: 0002100119-26-001585-index.html | 0002100119-26-001585 |
| Document: 0002100119-26-001585.txt | 0002100119-26-001585 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | 144 | $90.42 | awaiting T+1 | awaiting T+1 | $88.96 (−1.61%) |
Oct 30, 2026 2d ago | SC 13G/A | $89.67 | awaiting T+1 | awaiting T+1 | $88.96 (−0.79%) |
Oct 29, 2026 3d ago | 144 | $91.59 $88.96 | ▼ −2.87% | ▼ −1.10% | $88.96 (−2.87%) |
Oct 29, 2026 3d ago | 144 | $91.59 $88.96 | ▼ −2.87% | ▼ −1.10% | $88.96 (−2.87%) |
Oct 29, 2026 3d ago | 144 | $91.59 $88.96 | ▼ −2.87% | ▼ −1.10% | $88.96 (−2.87%) |
Oct 28, 2026 4d ago | Institutional Cluster | $92.35 $91.59 | ▼ −0.82% | ▼ −0.44% | $88.96 (−3.67%) |
Oct 28, 2026 4d ago | 8-K | No price | awaiting T+1 | awaiting T+1 | No price |
Oct 28, 2026 4d ago | Press Release | $92.35 $91.59 | ▼ −0.82% | ▼ −0.44% | $88.96 (−3.67%) |
Oct 19, 2026 14d ago | Insider Cluster | $87.41 $87.23 | ▼ −0.21% | ▼ −0.73% | $88.96 (+1.77%) |
Oct 14, 2026 18d ago | Press Release | $89.18 $85.14 | ▼ −4.53% | ▼ −3.42% | $88.96 (−0.25%) |
US Market Status
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