Exited position

Jeff Smith’s eBay (EBAY) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2019Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares7.92MHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Starboard Value LP first reported eBay in Q1 2019. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Starboard Value LP sold the entire position in Q3 2020, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2020
Sold the entire position−2.09M shares · No shares reported at quarter-end
Q2 2020
Sold 73.6% of the position−5.83M shares · 2.09M shares remained
Filing context

Quarter-end price $52.45 · Estimated holding basis $36.23

Q1 2020
Bought 6.3% more+470.00K shares · 7.92M shares reported after the change
Filing context

Quarter-end price $30.06 · Estimated holding basis $36.23

Q4 2019
Bought 103.0% more+3.78M shares · 7.45M shares reported after the change
Filing context

Quarter-end price $36.11 · Estimated holding basis $36.62

Q3 2019
Sold 9.8% of the position−400.00K shares · 3.67M shares remained
Filing context

Quarter-end price $38.98 · Estimated holding basis $37.14

Q2 2019
Sold 35.3% of the position−2.22M shares · 4.07M shares remained
Filing context

Quarter-end price $39.50 · Estimated holding basis $37.14

Portfolio importance

How important was eBay in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight3.9%Q2 2020
Last reported rank#12of 17 reported positions
Peak portfolio weight9.7%Q1 2020
Best historical rank#3Q1 2020
At peak importanceQ1 2020
EBAY
9.7%
Largest holding
20.3%
Cross-investor discovery

Who else owns eBay?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
EBAY0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
EBAY0.0% of reported portfolio
Explore eBay across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$108.992026-09-14

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View eBay stock page →

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.