SEC 13F Intelligence

Meritage Portfolio Management / ETSY

Meritage Portfolio Management’s Etsy Inc Position

Does Meritage Portfolio Management own Etsy Inc (ETSY)? Yes225.3K shares worth $12M (+0.83% of its 13F portfolio) as of Q4 2025, down from 232.4K shares the prior filed quarter.

Position Value
$12M
Q4 2025
Shares
225.3K
% of Portfolio
+0.83%
Quarters Held
13
currently held

Position History ETSY

Reported value by quarter
Q4 ’20: $9MQ4 ’20Q1 ’21: $10MQ2 ’21: $10MQ2 ’21Q3 ’21: $10MQ4 ’21: $11MQ4 ’21Q1 ’24: $7MQ2 ’24: $6MQ2 ’24Q3 ’24: $15MQ4 ’24: $11MQ4 ’24Q1 ’25: $15MQ2 ’25: $13MQ2 ’25Q3 ’25: $15MQ4 ’25: $12MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025225.3K$12M+0.83%
Q3 2025232.4K$15M+1.03%
Q2 2025254.0K$13M+0.81%
Q1 2025317.5K$15M+0.99%
Q4 2024207.6K$11M+0.68%
Q3 2024264.7K$15M+0.90%
Q2 2024104.9K$6M+0.39%
Q1 2024106.3K$7M+0.47%
Q4 202149.2K$11M+0.61%
Q3 202149.7K$10M+0.62%
Q2 202149.4K$10M+0.61%
Q1 202150.4K$10M+0.68%
Q4 202051.8K$9M+0.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of ETSY.