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ETSY

Etsy, Inc.

Consumer DiscretionaryBusiness Services
Ticker ETSYBROOKLYN, NYFiscal year ends DecemberBook value per share $-5.63Diluted shares 120.4M

Etsy, Inc. (NYSE: ETSY) operates two-sided online marketplaces connecting creative entrepreneurs with buyers worldwide. Its Etsy marketplace offers unique, creative goods, including handmade and personalized items, vintage finds, and craft supplies; buyers include consumers shopping for gifts, custom products, and… From the company’s description.

Over the twelve months to Sep 30, 2026, Etsy, Inc. reported revenue of $2.87B, up 0.7% from a year earlier, and net income of $443.37M. Its operating margin was 16.9%, and operations generated $598.11M in cash. In fiscal 2025, it reported revenue of $2.88B, up 2.7% from fiscal 2024, and net income of $162.98M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
$2.88BFY2025
+2.7% year over year
Last 12 mo $2.87B
9.23%FY2025
−4.3 percentage points
Last 12 mo 16.91%
$162.98MFY2025
−46.3% year over year
Last 12 mo $443.37M
-20.96%FY2025
+19 percentage points
Last 12 mo -145.65%
Cash & financing
$693.41MFY2025
−7.8% year over year
Last 12 mo $598.11M
$638.75MFY2025
−9.9% year over year
Last 12 mo $564.76M
-2.80FY2025
Was -3.15× a year earlier
Last 12 mo -4.54
124.1MFY2025
−5.8% year over year
Last 12 mo 120.4M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Etsy, Inc. does

In the company’s own words

Etsy, Inc. (NYSE: ETSY) operates two-sided online marketplaces connecting creative entrepreneurs with buyers worldwide. Its Etsy marketplace offers unique, creative goods, including handmade and personalized items, vintage finds, and craft supplies; buyers include consumers shopping for gifts, custom products, and other distinctive goods, while sellers range from hobbyists to professional merchants. The company also operates Depop, a secondhand fashion marketplace where users buy, sell, and discover pre-owned clothing; Etsy has agreed to sell Depop to eBay, with the transaction expected to close in 2026. Etsy earns revenue mainly from transaction, payment-processing, and listing fees, as well as optional seller services such as advertising and shipping labels, and operates without holding physical inventory. In 2025, the Etsy marketplace generated $10.5 billion in gross merchandise sales, or 87.8% of consolidated GMS, while Depop generated $1.1 billion, or 9.0%. Etsy had 86.5 million active buyers and 5.6 million active sellers at year-end 2025. Its website is https://www.etsy.com.

Company details
Sector
Consumer Discretionary
Industry (SIC)
Business Services
Headquarters
BROOKLYN, NY
Fiscal year end
December
CIK
1370637
SIC
7389

Financial performance, year by year

Fiscal 2015–2025 · USD
$-1.05B$21.27M$1.09B$2.17B$3.24B20152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Etsy, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

410
funds hold it
1 of 35
superinvestors hold it
$2.28B
held by funds, at market
36.6%
of shares held by funds
5
bond issues held by funds

Superinvestors in Etsy, Inc. · what they did last quarter

Polen CapitalNEW
Polen Capital Management
<0.1%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Etsy, Inc.’s weight in each

iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.39%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.08%of fund net assets
VANGUARD SMALL-CAP GROWTH INDEX FUND
VBK · VANGUARD INDEX FUNDS
0.19%of fund net assets
VANGUARD EXTENDED MARKET INDEX FUND
VXF · VANGUARD INDEX FUNDS
0.08%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Etsy, Inc.’s bonds, as funds hold them

Funds report holding 5 issues of Etsy, Inc.’s debt, $380.99M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 0.49%, maturing 2026 to 2030.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Etsy, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Etsy, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Etsy, Inc.'s last four quarterly filings that the numbers alone won't show?”
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