Market Cap
$6.6B
ETSY
ETSY INC
$73.09 ▲ +0.34%
Prev close $72.84Market cap$6.6B
ConsensusHold
12-mo target$88.33 (+20.9%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)29 New Institutional Positions21 Institutional Exits E-commerce & Platforms
Snapshot
The big-picture read on ETSY right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (44%)
Inst. Holders
50 funds
Inst. Value
$7.1B
Inst. Activity
29 buys / 21 sells
Insider Activity
$0.00 buy / $15.2M sell
Insider Net $
-$15.2M
Social Sentiment
42° Neutral
SEC Reports
20
Price chart 30d -10.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 3, 2026 SEC Short Volume: ETSY — 61.0% short (0.7M / 1.2M)
Short: 706,552 | Exempt: 189 | TRF Vol: 1,158,367 | Short Ratio: 61.0% | Off-exchange volume (dark p
Two ETSY directors sold a total of ~$1.64M in open-market sales over a one-week window, with Director Frederick R. Wilso
CLUSTER — Impact 2/10
Sep 3, 2026 Insider
Silverman Josh sold 1,671 shares
Director @ $84.00 ($140.4K)
Sep 3, 2026 Insider
Silverman Josh acquired via exercise 1,671 shares
Director @ $10.62 ($17.7K)
Sep 3, 2026 Insider
Aug 20, 2026 SEC Colburn Richard Edward III sold 1,090 shares
Chief Product & Tech Officer @ $82.05 ($89.4K)
Three ETSY insiders, including the Chief Product & Tech Officer and the Chief Accounting Officer, sold a total of $113K
CLUSTER — Impact 2/10
Two ETSY insiders sold a total of ~$110K in shares over a week, with the Director's sale of ~$24K being a tiny fraction
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
BALYASNY ASSET MANAGEMENT L.P. — TRIM
2,690,173 shares ($202.7M)
Analyst ratings buy % +25.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
44% rate it Buy or better · 39 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | BTIG | UPGRADE | Buy | 53% |
| Sep 15, 2026 | Oppenheimer | UPGRADE | Outperform | 52% |
| Sep 8, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 20, 2026 | Rosenblatt | INITIATE | Buy | 54% |
| Aug 20, 2026 | B of A Securities | UPGRADE | Buy | 54% |
| Aug 10, 2026 | B. Riley Securities | MAINTAIN | Neutral | 54% |
| Aug 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 7, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 7, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 12 | 21 | 1 | 0 | 44% | |
| Aug 1, 2026 | 5 | 10 | 21 | 1 | 0 | 41% | |
| Jul 1, 2026 | 6 | 10 | 20 | 1 | 0 | 43% | |
| Jun 1, 2026 | 6 | 10 | 21 | 1 | 0 | 42% | |
| May 1, 2026 | 5 | 9 | 23 | 1 | 0 | 37% | |
| Apr 1, 2026 | 4 | 11 | 23 | 1 | 0 | 38% | |
| Mar 1, 2026 | 4 | 11 | 23 | 1 | 0 | 38% | |
| Feb 1, 2026 | 4 | 10 | 24 | 2 | 0 | 35% |
Price targets
Where 27 covering analysts think ETSY trades over the next 12 months.
$88.33 +20.9% upside Strong Buy
Current$73.09 Low$73.00 Median$90.00 High$105.00 27 analysts
$73.00$105.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
42°
Neutral
BearishNeutralBullish
Recent posts
ETSY Props up Stock thru Buybacks + Employment Compensation | Short
▲ 1 · 💬 2· ⚡ 0.5
The "20-Page Cap": Is ETSY quietly suffocating organic GMS growth to drive short-term ad revenue? (A seller and buyer's perspective)
▲ 1 · 💬 0· ⚡ 0.5
Shorting ETSY - Long Chewy - Major Evergreen Differences
▲ 1 · 💬 0· ⚡ 0.5
ETSY Traffic Falling Fast
▲ 1 · 💬 0· ⚡ 0.5
Increased Short/Put - ETSY Inc.
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 2 bullish, 3 bearish, 0 mixed, 15 neutral · avg impact 3.3/10.
NEUTRALCLUSTER2/10
Two ETSY directors sold a total of ~$1.64M in open-market sales over a one-week window, with Directo
Sep 3, 2026
NEUTRALCLUSTER2/10
Three ETSY insiders, including the Chief Product & Tech Officer and the Chief Accounting Officer, so
Aug 20, 2026
NEUTRALCLUSTER2/10
Two ETSY insiders sold a total of ~$110K in shares over a week, with the Director's sale of ~$24K be
Aug 19, 2026
NEUTRALCLUSTER2/10
A cluster of insider selling at ETSY over the past week totaled ~$960K in open-market sales, led by
Aug 13, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: ETSY — 61.0% short (0.7M / 1.2M)
Short: 706,552 | Exempt: 189 | TRF Vol: 1,158,367 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: ETSY — 61.1% short (1.0M / 1.7M)
Short: 1,049,518 | Exempt: 0 | TRF Vol: 1,718,754 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: ETSY — 69.7% short (0.8M / 1.1M)
Short: 768,229 | Exempt: 0 | TRF Vol: 1,101,976 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: ETSY — 61.6% short (0.7M / 1.1M)
Short: 678,376 | Exempt: 6 | TRF Vol: 1,100,778 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: ETSY — 73.6% short (0.7M / 0.9M)
Short: 662,747 | Exempt: 304 | TRF Vol: 899,981 | Short Ratio: 73.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.76 | $0.60–$0.99 | 20.0% | +0.8% | 9↑ 10↓ | $0.7B | 24 |
| Next Q | $1.38 | $1.06–$1.64 | 50.5% | +0.4% | 15↑ 4↓ | $0.9B | 22 |
| Current FY | $3.45 | $1.85–$4.35 | 148.0% | +1.2% | 14↑ 7↓ | $2.8B | 27 |
| Next FY | $4.55 | $3.59–$5.70 | 31.9% | +1.3% | 19↑ 2↓ | $3.0B | 27 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.756 | — |
| 7d ago | $0.754 | +0.002 |
| 30d ago | $0.750 | +0.006 |
| 60d ago | $0.770 | -0.014 |
| 90d ago | $0.772 | -0.016 |
Institutional ownership
Which big funds own ETSY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.1B total value (94,655,101 shares) as of 2026-Q2. Top holders: BlackRock,, RENAISSANCE, VANGUARD. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 12,615,866 | $950.4M | 13.3% | — |
| RENAISSANCE TECHNOLOGIES LLC | 5,990,442 | $451.3M | 6.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5,561,096 | $418.9M | 5.9% | — |
| Elliott Investment Management L.P. | 5,000,000 | $376.6M | 5.3% | — |
| GOLDMAN SACHS GROUP INC | 4,286,571 | $322.9M | 4.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,124,666 | $310.7M | 4.4% | — |
| BARCLAYS PLC | 3,863,380 | $291.0M | 4.1% | — |
| STATE STREET CORP | 3,216,992 | $242.3M | 3.4% | — |
| JANE STREET GROUP, LLC | 2,838,700 | $213.8M | 3.0% | — |
| AQR CAPITAL MANAGEMENT LLC | 2,793,531 | $210.4M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 4,558,200 | 2,690,173 | -41.0% | $202.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 3,278,123 | 2,272,439 | -30.7% | $171.2M |
| Holocene Advisors, LP | NEW | — | 2,004,438 | — | $151.0M |
| FMR LLC | TRIM | 2,744,524 | 1,842,385 | -32.9% | $138.8M |
| Point72 Asset Management, L.P. | ADD | 1,267,516 | 1,654,369 | +30.5% | $124.6M |
| Assenagon Asset Management S.A. | ADD | 1,090,241 | 1,613,333 | +48.0% | $121.5M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | NEW | — | 1,598,520 | — | $120.4M |
| CITADEL ADVISORS LLC | DOUBLED | 131,563 | 1,256,274 | +854.9% | $94.6M |
| UBS Group AG | TRIM | 1,759,396 | 1,236,604 | -29.7% | $93.2M |
| D. E. Shaw & Co., Inc. | DOUBLED | 160,956 | 1,201,093 | +646.2% | $90.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 50 transactions. Net -$15.2M — $0.00 bought, $15.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Silverman Josh | Director | SELL | 1,671 | $84.00 | $140.4K |
| Sep 3, 2026 | Silverman Josh | Director | EXERCISE | 1,671 | $10.62 | $17.7K |
| Sep 3, 2026 | Colburn Richard Edward III | Chief Product & Tech Officer | SELL | 1,090 | $82.05 | $89.4K |
| Sep 3, 2026 | Colburn Richard Edward III | Chief Product & Tech Officer | SELL | 479 | $84.24 | $40.4K |
| Sep 3, 2026 | Colburn Richard Edward III | Chief Product & Tech Officer | SELL | 1,344 | $81.39 | $109.4K |
| Sep 1, 2026 | Silverman Josh | Director | SELL | 7,537 | $82.13 | $619.0K |
| Sep 1, 2026 | Silverman Josh | Director | SELL | 4,159 | $81.33 | $338.3K |
| Sep 1, 2026 | Silverman Josh | Director | EXERCISE | 11,696 | $10.62 | $124.2K |
| Sep 1, 2026 | WILSON FREDERICK R | Director | SELL | 4,501 | $81.22 | $365.6K |
| Sep 1, 2026 | WILSON FREDERICK R | Director | SELL | 15,499 | $82.04 | $1.3M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ETSY.
Shares short
10,305,169
Settlement Sep 15, 2026
Change vs prior
-4.3%
Semi-monthly cycle
Days to cover
3.3
At avg daily volume
Of shares outstanding
≈11.2%
Estimate — not % of float
All ETSY filing & press-release reports (23)
- CLUSTER reportSep 3, 2026
- CLUSTER reportAug 20, 2026
- CLUSTER reportAug 19, 2026
- CLUSTER reportAug 13, 2026
- CLUSTER reportAug 6, 2026
- 144 reportAug 4, 2026
- CLUSTER reportAug 4, 2026
- CLUSTER reportJul 18, 2026
- PRESS-RELEASE reportJul 17, 2026
- 8-K reportJul 16, 2026
- CLUSTER reportJul 15, 2026
- CLUSTER reportJul 9, 2026
- CLUSTER reportJul 6, 2026
- INST-CLUSTER reportJun 12, 2026
- 8-K, DEFA14A reportMay 28, 2026
- 144 reportMay 22, 2026
- CLUSTER reportMay 5, 2026
- 144 reportMay 4, 2026
- 8-K reportApr 29, 2026
- DEFA14A reportApr 17, 2026
- CLUSTER reportApr 8, 2026
- CLUSTER reportFeb 26, 2026
- CLUSTER reportFeb 25, 2026