Etsy, Inc. filings document the regulatory record for its online marketplace business, including 8-K reports on quarterly and annual operating results, shareholder letters, and material-event disclosures. The filings describe performance measures such as gross merchandise sales and revenue, marketplace activity across Etsy.com and Depop, and the financial reporting effects of portfolio changes including the completed sale of Reverb.
Proxy materials cover annual meeting procedures, director elections, executive compensation, equity awards, and stockholder voting matters. Other filings address governance changes, material agreements, capital-structure disclosures, common stock registration matters, and the Form 25 record for the voluntary withdrawal of Etsy common stock from Nasdaq listing and registration.
Etsy, Inc. reported Q2 2026 revenue of $668.3 million, up 6.2% year over year, with gross profit of $484.0 million. Income from continuing operations rose to $114.3 million from $45.6 million, while a $161.0 million loss from Depop in discontinued operations led to an overall net loss of $46.7 million.
Core marketplace performance improved: GMS from continuing operations was $2.58 billion, Etsy-only GMS grew 7.5%, and Adjusted EBITDA reached $195.4 million with a 29.2% margin. Etsy completed the sale of Depop to eBay on July 30, 2026 for approximately $1.4 billion in cash and expects to record an estimated $840 million gain in Q3 2026.
Cash and cash equivalents were $901.3 million at June 30, 2026, against $3.0 billion of convertible senior notes. Etsy repurchased about 6.5 million shares in the first half of 2026 for roughly $397.6 million and has significant remaining buyback authorization. A newly approved Restructuring Plan will reduce headcount by about 12% (220 employees), with estimated charges of about $35 million in Q3 2026.
Etsy, Inc. reported Q2 2026 Etsy marketplace GMS of $2.6 billion, up 7.5% year over year, and revenue of $668 million, up 9.3%. Revenue take rate was 25.9%. Net income from continuing operations rose to $114.3 million, while Adjusted EBITDA reached $195.4 million with a 29.2% margin.
The company announced a Restructuring Plan that will reduce headcount by about 220 employees (roughly 12%), incurring an estimated $35 million in charges and leaving about 1,600 staff. Etsy’s board authorized an additional $2 billion stock repurchase program, following Q2 buybacks of 3.9 million shares for $250 million and supported by $1.3 billion in cash and investments as of June 30, 2026. For Q3 2026, Etsy guides GMS of $2.53–$2.58 billion (4–6% growth) and Adjusted EBITDA margin of 28–30%, with full-year GMS expected to grow in the mid-single digits and Adjusted EBITDA margin of 29–30%.
Etsy Inc. director Frederick R. Wilson reported selling a total of 20,000 shares of common stock on August 3, 2026, in two non-derivative transactions. The sales occurred under a Rule 10b5-1 trading plan adopted on February 20, 2026, at weighted average prices of $82.60 and $83.37, with individual trade prices ranging from $82.02 to $82.98 and from $83.02 to $83.84, respectively.
Etsy Inc Chief Financial Officer Charles Baker reported equity transactions on August 1, 2026. 6,225.0000 restricted stock units converted 1-for-1 into common stock, and 3,443.0000 common shares were withheld by the issuer at $81.6800 per share to satisfy tax withholding obligations. These transactions were not made under a Rule 10b5-1 trading plan.
ETSY INC executive chair Josh Silverman exercised 41,108 employee stock options at $10.62 per share and acquired the same number of common shares on August 3, 2026. He then sold 41,108 shares in two blocks (9,060 and 32,048 shares) at weighted average prices of $82.51 and $83.28, respectively, pursuant to a Rule 10b5-1 trading plan adopted on November 20, 2025. Following the option exercise, he reports 24,454 options remaining and indirect interests in several family trusts, with beneficial ownership disclaimed for some of those trust-held shares.
Charles Baker filed to sell 1,564 shares of common stock through UBS Financial Services on or about August 4, 2026 on the NYSE, with an aggregate market value of $131,376.00. The shares relate to RSU vesting on August 1, 2026. In the prior three months, Baker sold 2,030 shares of common stock on May 5, 2026 for $128,899.52.
Etsy, Inc. investor Josh Silverman filed a notice of intent to sell 6,294 shares of common stock on August 4, 2026, with UBS Financial Services, Inc. as broker, following an exercise of stock options for cash. The filing also lists multiple prior open-market sales of Etsy common stock between June 1, 2026 and August 3, 2026, each with disclosed share counts and dollar proceeds.
Josh Silverman has filed to sell 41,108 shares of common stock of the issuer with symbol ETSY, to be sold through UBS Financial Services, Inc. on August 3, 2026 on the NYSE. The planned sale is associated with an Exercise of Stock Options for cash.
The filing also lists prior sales of ETSY common stock during the past three months, including 134,730 shares sold on June 1, 2026 for $9,280,595.19 and several additional transactions in June and July 2026. As of August 3, 2026, 94,896,231 shares of the issuer’s common stock were outstanding, which is a baseline figure and not the amount being sold.
Etsy, Inc. completed the sale of its wholly owned subsidiary Depop Limited to eBay Inc. on July 30, 2026, for aggregate consideration of approximately $1.4 billion in cash, reflecting a $1.2 billion base purchase price plus $200 million of net purchase price adjustments and interest. Etsy also executed a second amendment to its 2023 Credit Agreement to permit this disposition. The transaction closed after satisfaction of required regulatory approvals.
Etsy classifies Depop as a discontinued operation under U.S. GAAP and provides unaudited pro forma consolidated financial statements prepared under Article 11 of Regulation S-X. On a pro forma basis as of March 31, 2026, the Depop sale significantly increases cash balances and substantially reduces Etsy’s stockholders’ deficit, while historical results for 2023–2025 are recast to exclude Depop. Etsy states it plans to use the proceeds for general corporate purposes aligned with its capital allocation strategy, including accelerating its share repurchase program.
Melissa Reiff, a director of Etsy Inc, exercised a fully vested director stock option for 3,855 shares of common stock at $61.25 per share and on the same day sold 3,855 shares at $85.00 per share, leaving 17,613 shares held directly. These transactions were executed under a Rule 10b5-1 trading plan adopted on August 4, 2025.