$240,000 of ETSY lobbying was just disclosed, from Q4 of 2025, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Bolster policy efforts to enhance the creative economy and development of jobs in the arts by supporting artists, entrepreneurs and workers in their businesses, accessing federal resources and funding, and by expanding their networks with local communities. Issues related to enabling small and microbusinesses to export their goods, including de minimis customs exemptions, trade facilitation, simplification and harmonization of customs and duties requirements, and digital trade issues that enable platforms to offer services globally, such as intermediary liability protections and digital service taxes. Advocated for tax simplification and meaningful exemptions for small and micro businesses and opportunities to build greater economic and financial security for the self employed. New 1099K reporting requirements and implications for the self-employed and micro businesses: SNOOP Act; Saving Gig Economy Taxpayers Act; and Red Tape Reduction Act. Supported efforts to provide portable benefits to independent workers and the self-employed. Promoted caregiving provisions including paid family and medical leave, paid parental leave, an expanded child tax credit and access to affordable childcare. N/A Advocated on issues related to third party marketplace liability, copyright and trademark infringement and issues related to intermediary liability. Shared information on Section 512 of the DMCA and opportunities to improve protections for small creators. Raised concerns for how SHOP SAFE Act would negatively impact small creators. Section 230 of the Communications Decency Act and online child safety. Shared relevant information with policy makers about Etsys approach to setting and enforcing policies, as well as content moderation tools and strategies, to inform policy discussions related to platform responsibility and liability. Engaged on H.R. 3149 / S. 1586 - App Store Accountability Act. Supported efforts to ensure microbusinesses and businesses had access to affordable childcare, an expanded child tax credit, paid parental leave, paid family and medical leave, portable benefits and expanded EITC. Advocated for appropriate funding and sensible electrification of USPS fleet to ensure this vital service remains affordable, sustainable and reliable for Etsy sellers. Shared relevant information with policy makers about Etsy's approach to setting and enforcing trust and safety policies, to inform policy discussions related to platform responsibility, the sale of counterfeit products on third party marketplaces and product liability. Country of Origin Online Labeling (COOL) Act."
You can find more data on corporate lobbying on Quiver Quantitative.
ETSY Insider Trading Activity
ETSY insiders have traded $ETSY stock on the open market 46 times in the past 6 months. Of those trades, 0 have been purchases and 46 have been sales.
Here’s a breakdown of recent trading of $ETSY stock by insiders over the last 6 months:
- JOSH SILVERMAN has made 0 purchases and 21 sales selling 619,996 shares for an estimated $39,670,707.
- MERILEE BUCKLEY (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 6 sales selling 23,280 shares for an estimated $1,398,632.
- GOYAL KRUTI PATEL (President&Chief Growth Officer) has made 0 purchases and 6 sales selling 19,629 shares for an estimated $1,284,892.
- M MICHELE BURNS sold 14,464 shares for an estimated $908,628
- MELISSA REIFF sold 6,909 shares for an estimated $406,871
- RICHARD EDWARD III COLBURN (Chief Product & Tech Officer) has made 0 purchases and 2 sales selling 4,597 shares for an estimated $273,767.
- BRADLEY MINOR (Chief Marketing Officer) sold 3,095 shares for an estimated $178,921
- NICHOLAS DANIEL (CHIEF PRODUCT OFFICER) has made 0 purchases and 3 sales selling 3,000 shares for an estimated $165,617.
- CHARLES ANDREW BALLARD sold 2,400 shares for an estimated $149,808
- MARLA J BLOW has made 0 purchases and 4 sales selling 750 shares for an estimated $46,064.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ETSY Hedge Fund Activity
We have seen 241 institutional investors add shares of ETSY stock to their portfolio, and 281 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NOMURA HOLDINGS INC removed 3,971,880 shares (-90.8%) from their portfolio in Q3 2025, for an estimated $263,693,113
- LONE PINE CAPITAL LLC added 3,880,316 shares (+inf%) to their portfolio in Q3 2025, for an estimated $257,614,179
- HOLOCENE ADVISORS, LP removed 2,238,257 shares (-41.9%) from their portfolio in Q3 2025, for an estimated $148,597,882
- POINT72 ASSET MANAGEMENT, L.P. added 1,840,590 shares (+inf%) to their portfolio in Q3 2025, for an estimated $122,196,770
- RENAISSANCE TECHNOLOGIES LLC removed 1,643,400 shares (-21.5%) from their portfolio in Q3 2025, for an estimated $109,105,326
- AQR CAPITAL MANAGEMENT LLC removed 1,485,788 shares (-33.6%) from their portfolio in Q3 2025, for an estimated $98,641,465
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,283,604 shares (-34.8%) from their portfolio in Q3 2025, for an estimated $85,218,469
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ETSY Analyst Ratings
Wall Street analysts have issued reports on $ETSY in the last several months. We have seen 6 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 11/12/2025
- Canaccord Genuity issued a "Buy" rating on 10/30/2025
- Truist Securities issued a "Buy" rating on 10/30/2025
- Wells Fargo issued a "Underweight" rating on 10/30/2025
- Raymond James issued a "Outperform" rating on 10/30/2025
- Goldman Sachs issued a "Sell" rating on 10/30/2025
- Guggenheim issued a "Buy" rating on 09/18/2025
To track analyst ratings and price targets for ETSY, check out Quiver Quantitative's $ETSY forecast page.
ETSY Price Targets
Multiple analysts have issued price targets for $ETSY recently. We have seen 20 analysts offer price targets for $ETSY in the last 6 months, with a median target of $68.0.
Here are some recent targets:
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $55.0 on 01/08/2026
- Marvin Fong from BTIG set a target price of $74.0 on 12/30/2025
- Scott Devitt from Wedbush set a target price of $66.0 on 12/19/2025
- Ygal Arounian from Citigroup set a target price of $60.0 on 12/15/2025
- John Colantuoni from Jefferies set a target price of $60.0 on 12/11/2025
- Eric Sheridan from Goldman Sachs set a target price of $57.0 on 10/30/2025
- Lauren Schenk from Morgan Stanley set a target price of $65.0 on 10/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
