13FPulse
中
EB

EBAY EBAY INC

2026Q2 · CUSIP 278642103 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,254
Institutions that reported holding it to the SEC
Net increase in holders
+17
Last quarter 1,237 → now 1,254
How unusual is that
Top 20%
Stronger buying than 80% of US stocks
What the filings say, in one paragraph

1,254 funds held EBAY at the end of 2026Q2, up 17 from the quarter before. That is stronger buying than 80.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $12.0B(YoY +14.7%), the P/E is 22.0x, return on equity is 47.8%. EBAY has had 28 buying rushes in its history, and the price moved +6.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=902 2013Q4: holders=1001 2014Q1: holders=1021 2014Q2: holders=996 2014Q3: holders=980 2014Q4: holders=1015 2015Q1: holders=1005 2015Q2: holders=1038 2015Q3: holders=869 2015Q4: holders=882 2016Q1: holders=788 2016Q2: holders=775 2016Q3: holders=794 2016Q4: holders=822 2017Q1: holders=834 2017Q2: holders=816 2017Q3: holders=814 2017Q4: holders=874 2018Q1: holders=927 2018Q2: holders=908 2018Q3: holders=896 2018Q4: holders=835 2019Q1: holders=891 2019Q2: holders=899 2019Q3: holders=907 2019Q4: holders=916 2020Q1: holders=847 2020Q2: holders=954 2020Q3: holders=982 2020Q4: holders=1039 2021Q1: holders=1065 2021Q2: holders=1070 2021Q3: holders=1081 2021Q4: holders=1120 2022Q1: holders=1014 2022Q2: holders=932 2022Q3: holders=880 2022Q4: holders=920 2023Q1: holders=912 2023Q2: holders=909 2023Q3: holders=881 2023Q4: holders=913 2024Q1: holders=940 2024Q2: holders=956 2024Q3: holders=1029 2024Q4: holders=1066 2025Q1: holders=1117 2025Q2: holders=1173 2025Q3: holders=1230 2025Q4: holders=1214 2026Q1: holders=1237 2026Q2: holders=1254 -169 -84.5 +0 +84.5 +169 69710071317 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 28 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2026Q1 Top 20% — —
2025Q3 Top 5% +3.5% +45.8%
2025Q2 Top 5% -15.1% -16.5%
2025Q1 Top 5% +38.5% +14.2%
2024Q4 Top 20% +3.2% +42.9%
2024Q3 Top 5% +13.5% +18.5%
2024Q2 Top 20% +12.8% +26.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
335
Change in large funds
+24
Total value they hold
$46.3B
Funds buying for the first time
172
Funds that sold out entirely
155
Price change that quarter
-6.5%
Funds holding puts (bearish)
25
Funds holding calls (bullish)
27

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
22.0
EPS (TTM)
$4.84
EPS YoY
+8.3%
Revenue (TTM)
$12.0B
Revenue YoY
+14.7%
Net margin
18.6%
ROE
47.8%
Debt ratio
74.0%
FCF (TTM)
$2.4B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.40 2021-12-31: EPS 3.25 2022-03-31: EPS -2.28 2022-06-30: EPS -0.95 2022-09-30: EPS -0.13 2022-12-31: EPS 1.09 2023-03-31: EPS 1.05 2023-06-30: EPS 0.32 2023-09-30: EPS 2.46 2023-12-31: EPS 1.36 2024-03-31: EPS 0.85 2024-06-30: EPS 0.45 2024-09-30: EPS 1.29 2024-12-31: EPS 1.35 2025-03-31: EPS 1.05 2025-06-30: EPS 0.78 2025-09-30: EPS 1.35 2025-12-31: EPS 1.16 2026-03-31: EPS 1.12 2026-06-30: EPS 1.21 0B 1.6B 3.1B $B -2.51 0.53 3.58 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 18 7 61 115 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-409M347M1.1B 20162017201820192020202120222023202420252026
Latest quarter $897M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.