What smart money is saying about eBay
No fund has written a full thesis on eBay in our archive, but 4 fund letters report a position in it, most recently Lindsell Train Global Equity Fund in August 2026.
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Position history
Between Q4 2024 and Q3 2026, 4 fund letters reported a position in eBay, with 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2025 | 2 | 0 | 1 | 0 |
| Q4 2024 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- 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 - TrimmedBA Beutel Goodman US Value FundJune 2025
“In addition, we trimmed our positions in eBay Inc., Amdocs Ltd. and Gen Digital Inc., and completed a process-driven one- third trim of Cencora Inc. as the stock reached our target price.”
eBay - HoldsTitan Wealth Global Blue ChipJune 2025
Listed in Titan Wealth Global Blue Chip’s reported holdings.
eBay - December 2024
“We eliminated the following position(s) during the period: • Altria • eBay • Goldman Sachs • Salesforce • Truist Financial • Walt Disney”
eBay
Also mentioned · 2
These funds discuss eBay as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedEagle Equity StrategySeptember 2026
“Management has previously embarked on major investment cycles. The company originally started as an eBay -like marketplace where sellers shipped directly to buyers.”
eBay - 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
Read the letters behind these eBay positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.
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