POLEN CAPITAL MANAGEMENT LLC

Position in ETSY — Etsy Inc

CIK 1034524 Boca Raton, FL

Position in ETSY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$223,579

-$571,727 QoQ

Shares Held

2,968

-80.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#364

of 552 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $716,907,538 across 6 Internet Retail names. ETSY ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMZN	Amazon Com Inc	2,809,953	$669,724,198
2	MELI	Mercadolibre Inc	25,926	$44,006,533
3	SE	Sea Ltd	23,119	$2,215,493
4	TDUP	ThredUp Inc.	75,291	$515,743
5	ETSY	Etsy Inc This page	2,968	$223,579
6	W	Wayfair Inc.	2,402	$221,992

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,579	2,968	-80.3%	Shares	Sole	2026-08-04
2024-12-31	$795,306	15,037	-39.2%	Shares	Sole	2025-02-10
2024-09-30	$1,373,701	24,738	-24.9%	Shares	Sole	2025-02-10
2024-06-30	$1,941,916	32,925	-13.9%	Shares	Sole	2024-08-12
2024-03-31	$2,627,784	38,239	+11.4%	Shares	Sole	2024-05-10
2023-12-31	$2,781,798	34,322	+83.3%	Shares	Sole	2024-05-10
2023-09-30	$1,209,195	18,724	+19.4%	Shares	Sole	2023-11-13
2023-06-30	$1,326,346	15,676	-9.9%	Shares	Sole	2023-08-11
2023-03-31	$1,937,364	17,402	-3.3%	Shares	Sole	2023-05-11
2022-12-31	$2,154,842	17,990	+3.6%	Shares	Sole	2023-02-13
2022-09-30	$1,739,458	17,372	+0.3%	Shares	Sole	2022-11-04
2022-06-30	$1,268,290	17,324	-51.8%	Shares	Sole	2022-08-10
2022-03-31	$4,471,097	35,976	+34.2%	Shares	Sole	2022-05-12
2021-12-31	$5,869,124	26,807	-58.7%	Shares	Sole	2022-02-11
2021-09-30	$13,493,900	64,887	-14.7%	Shares	Sole	2021-11-10
2021-06-30	$15,654,337	76,051	-7.4%	Shares	Sole	2021-08-12
2021-03-31	$16,565,980	82,144	+10.7%	Shares	Sole	2021-05-12
2020-12-31	$13,201,811	74,205	+7.1%	Shares	Sole	2021-02-11
2020-09-30	$8,424,945	69,267	+19.5%	Shares	Sole	2020-11-12
2020-06-30	$6,159,427	57,982	+127.8%	Shares	Sole	2020-08-13
2020-03-31	$978,451	25,454	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.