What smart money is saying about eBay
EBAY
No fund has written a full thesis on eBay in our archive, but 1 fund letter reports a position in it — most recently Lindsell Train Global Equity Fund in August 2026.
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1
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in eBay on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- August 2026
“eBay (-8.9% in USD) and PayPal (-7.9%) were two of the biggest fallers over the month, both caught up in ongoing takeover activity with approaches from GameStop and Stripe/Advent, respectively.”
eBay
Also mentioned · 1
These funds discuss eBay — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedProtean Funds Partner LetterApril 2026
“There is a lot of fear baked into the valuation when the stock trades at a material discount to peers with free cash flow yield in the double digits. Add to the mix that M&A has returned to the classifieds space with none other than APRIL 2026 • PARTNER LETTER memestock hero Gamestop bidding for Ebay (!),”
eBay
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