What is the 13F Pro Quality Score for ETSY?

13F Pro ranks ETSY INC (ETSY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ETSY's current score at https://13fpro.ai/research/ETSY (free sign-up required for the full ranking).

Where does 13F Pro source ETSY data?

All ETSY INC fundamentals and ownership data come directly from SEC EDGAR. ETSY INC files with the SEC under CIK 1370637. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ETSY in?

ETSY INC (ETSY) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

How often is ETSY research updated on 13F Pro?

ETSY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ETSY INC(ETSY)Stock Analysis

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13F Pro Quality Score

50.4/100

Rank #1,459 of 2,879 stocks

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

37.8/100

Profitability

36.8/100

Balance Sheet

66.6/100

Earnings Quality

10.0/100

Free Cash Flow

75.0/100

Institutional Flow

54.0/100

Revenue Scale

67.1/100

Dilution Risk

18.8/100

ETSY Stock Analysis & AI Quality Score

AI stock analysis and institutional research for ETSY INC (ETSY), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ETSY at 50.4/100 on a 32-signal composite quality model, placing it at rank #1,459 of 2,879 stocks — the bottom half of the AI-ranked universe. ETSY scores in the top quartile across free cash flow (75.0). Areas of concern include earnings quality (10.0) and profitability (36.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 18.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), ETSY INC reports quarterly revenue of $631.3M, net income of $69.7M, an operating margin of 19.0%. Top institutional holders of ETSY by reported 13-F value include BlackRock,, RENAISSANCE TECHNOLOGIES, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ETSY trades on the NYSE exchange and files with the SEC under CIK 1370637. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ETSY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ETSY INC directly from SEC EDGAR. ETSY INC's 13F Pro composite quality score has ranged between 8 and 84 since 2021, currently 50.4 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about ETSY INC

Quirks, history, and lore behind ETSY — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. e-commerce company · mid-cap · listed on Nasdaq · headquartered in Brooklyn, New York.
2
The Numbers
Annual revenue in the low single-digit billions, with tens of millions of active buyers and sellers on the platform — though profitability has been a bumpy ride.
3
The History
Founded in 2005 with a simple idea: give independent makers and crafters a global storefront, at a time when that concept was genuinely novel.
4
The Secret
It doesn't make or warehouse a single product — it's a two-sided marketplace that takes a cut of every sale between independent sellers and buyers.
5
The Lore
It was once a darling of the pandemic e-commerce boom, then acquired a secondhand fashion app called Depop — which it later sold at a significant loss.
6
The Giveaway
If you've ever bought a hand-stamped ring, a vintage quilt, or a custom cat portrait online, you've almost certainly visited this crafters' marketplace.

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Revenue

Q1 2026

$631.3M

Net Income

Q1 2026

$69.7M

Free Cash Flow

Q1 2026

$79.3M

Operating Margin

Q1 2026

19.0%

ROIC

Q1 2026

10.0%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+2.2% YoY

$2.81BFY 2024

FY20 $1.73BFY22 $2.57BFY23 $2.75BFY24 $2.81B

Net Income

-1.5% YoY

$303.0MFY 2024

FY20 $349.2MFY22 $-694.0MFY23 $307.6MFY24 $303.0M

Operating Income

+35.9% YoY

$380.2MFY 2024

FY20 $424.0MFY22 $-658.6MFY23 $279.8MFY24 $380.2M

EPS (Diluted)

+4.9% YoY

$2.35FY 2024

FY20 $2.69FY22 $-5.48FY23 $2.24FY24 $2.35

Total Assets

-10.0% YoY

$2.42BFY 2024

FY20 $2.40BFY22 $2.63BFY23 $2.69BFY24 $2.42B

Total Debt

+0.2% YoY

$2.29BFY 2024

FY20 $1.06BFY22 $2.28BFY23 $2.28BFY24 $2.29B

Op. Cash Flow

+6.7% YoY

$752.5MFY 2024

FY20 $679.0MFY22 $683.6MFY23 $705.5MFY24 $752.5M

Metric	FY 2024	FY 2023	FY 2022	FY 2020	FY 2019	FY 2017
Revenue	$2.81B +2.2%	$2.75B +7.1%	$2.57B +48.7%	$1.73B +110.9%	$818.4M +85.5%	$441.2M
Net Income	$303.0M -1.5%	$307.6M +144.3%	$-694.0M -298.7%	$349.2M +264.2%	$95.9M +17.2%	$81.8M
Operating Income	$380.2M +35.9%	$279.8M +142.5%	$-658.6M -255.3%	$424.0M +377.7%	$88.8M +646.1%	$11.9M
EPS (Diluted)	$2.35 +4.9%	$2.24 +140.9%	$-5.48 -303.7%	$2.69 +253.9%	$0.76 +11.8%	$0.68
Total Assets	$2.42B -10.0%	$2.69B +1.9%	$2.63B +9.6%	$2.40B +55.9%	$1.54B +154.7%	$605.6M
Total Debt	$2.29B +0.2%	$2.28B +0.2%	$2.28B +114.6%	$1.06B +35.3%	$785.1M	$0.00
Operating Cash Flow	$752.5M +6.7%	$705.5M +3.2%	$683.6M +0.7%	$679.0M +228.1%	$206.9M +199.4%	$69.1M

AI Insight: ETSY Financial Trends

Etsy's operating leverage returned in Q1 2026 with 19% op margin, but equity deterioration and debt surge signal balance-sheet strain.

• Operating margin recovered to 19.0% in Q1 2026 from -3.4% in Q1 2025, driven by cost discipline despite flat revenue.

• Operating cash flow rebounded to $81M in Q1 2026 from $49M a year ago, sustaining seasonal strength post-holiday.

• Total debt jumped $695M (30%) from Q2 2025 to Q4 2025, stabilizing since but equity swung negative $462M year-over-year.

⚠ Equity position worsened to -$1,137M in Q1 2026 from -$635M in Q2 2024; negative shareholders' value requires M&A or capital discipline.

⚠ Q1 2025 earnings collapse (-$52M net) signals cyclical or operational vulnerability; monitor seasonal volatility and margin sustainability.

AI Insight: ETSY Ratio Trends

Etsy swung from Q1 2025 loss to sustained profitability, with operating margin recovering to 19.0% in Q1 2026.

• Operating margin surged from -3.4% in Q1 2025 to 19.0% in Q1 2026, reversing a severe quarterly loss.

• ROIC climbed from -6.5% in Q1 2025 to 25.9% in Q1 2026, signaling restored capital efficiency post-turnaround.

• Net profit margin improved to 11.0% in Q1 2026 from 4.3% in Q2 2025, indicating tighter cost control.

⚠ ROA slipped to 10.4% in Q1 2026 from 15.7% in Q4 2025—first quarterly decline in four quarters.

⚠ Q1 2025 loss appears to be one-off; verify underlying cause to confirm sustainability of recent recovery.

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Available Research

13F Pro tracks comprehensive data for ETSY INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ETSY

BlackRock, Inc.
$659.1M13,187,497 sh
RENAISSANCE TECHNOLOGIES LLC
$298.0M5,962,210 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$275.1M5,504,657 sh
Elliott Investment Management L.P.
$249.9M5,000,000 sh
BARCLAYS PLC
$241.6M4,833,715 sh
BALYASNY ASSET MANAGEMENT L.P.
$227.8M4,558,200 sh
VANGUARD CAPITAL MANAGEMENT LLC
$209.1M4,183,723 sh
GOLDMAN SACHS GROUP INC
$208.3M4,167,090 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$163.8M3,278,123 sh
STATE STREET CORP
$163.5M3,271,567 sh

Fund	Value	Shares
BlackRock, Inc.	$659.1M	13,187,497
RENAISSANCE TECHNOLOGIES LLC	$298.0M	5,962,210
VANGUARD PORTFOLIO MANAGEMENT LLC	$275.1M	5,504,657
Elliott Investment Management L.P.	$249.9M	5,000,000
BARCLAYS PLC	$241.6M	4,833,715
BALYASNY ASSET MANAGEMENT L.P.	$227.8M	4,558,200
VANGUARD CAPITAL MANAGEMENT LLC	$209.1M	4,183,723
GOLDMAN SACHS GROUP INC	$208.3M	4,167,090
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$163.8M	3,278,123
STATE STREET CORP	$163.5M	3,271,567

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Is ETSY a good stock to buy?

13F Pro's AI-powered analysis of ETSY INC (ETSY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ETSY are available on the ETSY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ETSY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ETSY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ETSY INC's investment landscape.