Historical position

Pat Dorsey’s eBay (EBAY) position

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

Dorsey Asset Management LLCVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ1 2018Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares2.28MHighest verified quarter-end share count
Quarters reported15Verified quarters with shares above zero
What happened?

Dorsey Asset Management LLC first reported eBay in Q1 2018. The reported position was increased and reduced across later filings. Verified positive position history runs through Q1 2022. The current relationship status cannot be determined reliably from supported data.

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.

Q2 2022
Sold the entire position−1.29M shares · No shares reported at quarter-end
Q1 2022
Bought 7.9% more+94.97K shares · 1.29M shares reported after the change
Filing context

Quarter-end price $57.26 · Estimated holding basis $55.95

Q4 2021
Sold 27.8% of the position−461.01K shares · 1.20M shares remained
Filing context

Quarter-end price $66.50 · Estimated holding basis $55.85

Q3 2021
Sold 27.4% of the position−625.04K shares · 1.66M shares remained
Filing context

Quarter-end price $69.67 · Estimated holding basis $55.85

Q2 2021
Bought 18.0% more+347.90K shares · 2.28M shares reported after the change
Filing context

Quarter-end price $70.21 · Estimated holding basis $55.85

Q1 2021
Bought 24.8% more+384.27K shares · 1.94M shares reported after the change
Filing context

Quarter-end price $61.24 · Estimated holding basis $53.26

Portfolio importance

How important was eBay in Dorsey Asset Management LLC’s reported portfolio?

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

Last reported portfolio weight7.1%Q1 2022
Last reported rank#7of 11 reported positions
Peak portfolio weight12.4%Q1 2021
Best historical rank#2Q1 2018
At peak importanceQ1 2021
EBAY
12.4%
Largest holding
23.0%
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 Dorsey Asset Management, LLC’s Form 13F disclosures—not Pat Dorsey’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.