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MELI MERCADOLIBRE INC

2026Q2 · CUSIP 58733R102 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
1,406
Institutions that reported holding it to the SEC
Net decrease in holders
34
Last quarter 1,440 → now 1,406
How unusual is that
Bottom 20%
Stronger than only 4% of US stocks
What the filings say, in one paragraph

1,406 funds held MELI at the end of 2026Q2, down 34 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $35.2B(YoY +46.0%), the P/E is 54.6x, return on equity is 23.8%. MELI has had 30 buying rushes in its history, and the price moved +7.3% 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=188 2013Q4: holders=179 2014Q1: holders=166 2014Q2: holders=178 2014Q3: holders=178 2014Q4: holders=192 2015Q1: holders=178 2015Q2: holders=181 2015Q3: holders=171 2015Q4: holders=185 2016Q1: holders=194 2016Q2: holders=209 2016Q3: holders=240 2016Q4: holders=290 2017Q1: holders=318 2017Q2: holders=358 2017Q3: holders=342 2017Q4: holders=384 2018Q1: holders=402 2018Q2: holders=386 2018Q3: holders=396 2018Q4: holders=399 2019Q1: holders=478 2019Q2: holders=516 2019Q3: holders=498 2019Q4: holders=549 2020Q1: holders=570 2020Q2: holders=657 2020Q3: holders=742 2020Q4: holders=871 2021Q1: holders=890 2021Q2: holders=888 2021Q3: holders=925 2021Q4: holders=931 2022Q1: holders=900 2022Q2: holders=830 2022Q3: holders=841 2022Q4: holders=857 2023Q1: holders=959 2023Q2: holders=976 2023Q3: holders=990 2023Q4: holders=1143 2024Q1: holders=1175 2024Q2: holders=1200 2024Q3: holders=1295 2024Q4: holders=1306 2025Q1: holders=1389 2025Q2: holders=1516 2025Q3: holders=1478 2025Q4: holders=1516 2026Q1: holders=1440 2026Q2: holders=1406 -153 -76.5 +0 +76.5 +153 1498711592 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 30 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 20% -14.3% -17.3%
2025Q2 Top 1% in the market -5.0% -13.3%
2025Q1 Top 1% in the market -3.0% -9.1%
2024Q3 Top 1% in the market -6.1% +17.9%
2024Q2 Top 10% -0.4% -5.1%
2024Q1 Top 10% -5.2% +15.9%
2023Q4 Top 5% -14.9% -1.1%
2023Q3 Top 20% +2.1% +18.4%

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
349
Change in large funds
+27
Total value they hold
$64.9B
Funds buying for the first time
150
Funds that sold out entirely
184
Price change that quarter
+26.5%
Funds holding puts (bearish)
30
Funds holding calls (bullish)
31

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)
54.6
EPS (TTM)
$36.77
EPS YoY
-9.2%
Revenue (TTM)
$35.2B
Revenue YoY
+46.0%
Net margin
5.3%
ROE
23.8%
Debt ratio
84.8%
FCF (TTM)
$12.4B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 1.92 2021-12-31: EPS -0.92 2022-03-31: EPS 1.30 2022-06-30: EPS 2.43 2022-09-30: EPS 2.56 2022-12-31: EPS 3.25 2023-03-31: EPS 3.97 2023-06-30: EPS 5.16 2023-09-30: EPS 7.16 2023-12-31: EPS 3.25 2024-03-31: EPS 6.78 2024-06-30: EPS 10.48 2024-09-30: EPS 7.83 2024-12-31: EPS 12.60 2025-03-31: EPS 9.74 2025-06-30: EPS 10.31 2025-09-30: EPS 8.32 2025-12-31: EPS 11.03 2026-03-31: EPS 8.23 2026-06-30: EPS 9.19 0B 5.1B 10.2B $B -1.01 6.42 13.86 2016201720182019202020212022202320242025202606/26 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 72 37 135 234 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
-376M2.2B4.8B 20162017201820192020202120222023202420252026
Latest quarter $1.8B (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)

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