Polen Capital Management — ETSY Trade History
Quarter-by-quarter changes in the ETSY INC position · CUSIP 29786A106
Currently held · 1 QFirst seen: 2020 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-04 | New | 2,968 | 2,968 | — | $223.6K | 0.00% |
| 2026 Q1 | 2026-05-14 | — | — | — | — | — | — |
| 2025 Q4 | 2026-02-12 | — | — | — | — | — | — |
| 2025 Q3 | 2025-11-12 | — | — | — | — | — | — |
| 2025 Q2 | 2025-08-13 | — | — | — | — | — | — |
| 2025 Q1 | 2025-05-12 | Sold out | — | -24,738 | -100.0% | — | — |
| 2024 Q3 | 2025-02-10 | Add | 24,738 | 9,701 | +64.5% | $1.4M | 0.00% |
| 2024 Q4 | 2025-02-10 | Reduce | 15,037 | -17,888 | -54.3% | $795.3K | 0.00% |
| 2024 Q2 | 2024-08-12 | Reduce | 32,925 | -1,397 | -4.1% | $1.9M | 0.01% |
| 2023 Q4 | 2024-05-10 | Reduce | 34,322 | -3,917 | -10.2% | $2.8M | 0.01% |
| 2024 Q1 | 2024-05-10 | Add | 38,239 | 19,515 | +104.2% | $2.6M | 0.01% |
| 2023 Q3 | 2023-11-13 | Add | 18,724 | 3,048 | +19.4% | $1.2M | 0.00% |
| 2023 Q2 | 2023-08-11 | Reduce | 15,676 | -1,726 | -9.9% | $1.3M | 0.00% |
| 2023 Q1 | 2023-05-11 | Reduce | 17,402 | -588 | -3.3% | $1.9M | 0.01% |
| 2022 Q4 | 2023-02-13 | Add | 17,990 | 618 | +3.6% | $2.2M | 0.01% |
| 2022 Q3 | 2022-11-04 | Add | 17,372 | 48 | +0.3% | $1.7M | 0.01% |
| 2022 Q2 | 2022-08-10 | Reduce | 17,324 | -18,652 | -51.8% | $1.3M | 0.00% |
| 2022 Q1 | 2022-05-12 | Add | 35,976 | 9,169 | +34.2% | $4.5M | 0.01% |
| 2021 Q4 | 2022-02-11 | Reduce | 26,807 | -38,080 | -58.7% | $5.9M | 0.01% |
| 2021 Q3 | 2021-11-10 | Reduce | 64,887 | -11,164 | -14.7% | $13.5M | 0.03% |
| 2021 Q2 | 2021-08-12 | Reduce | 76,051 | -6,093 | -7.4% | $15.7M | 0.03% |
| 2021 Q1 | 2021-05-12 | Add | 82,144 | 7,939 | +10.7% | $16.6M | 0.04% |
| 2020 Q4 | 2021-02-11 | Add | 74,205 | 4,938 | +7.1% | $13.2M | 0.03% |
| 2020 Q3 | 2020-11-12 | Add | 69,267 | 11,285 | +19.5% | $8.4M | 0.02% |
| 2020 Q2 | 2020-08-13 | Add | 57,982 | 32,528 | +127.8% | $6.2M | 0.02% |
| 2020 Q1 | 2020-05-11 | New | 25,454 | 25,454 | — | $978.0K | 0.00% |
| 2019 Q4 | 2020-02-06 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-12 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-12 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-13 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-12 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-09 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-11 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-09 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-10 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.