1STDIBS COM INC DIBS
COM · Common Stock · CUSIP 320551104
US e-commerce company
- SectorConsumer discretionary
- IndustryRetail-Catalog & Mail-Order Houses
- HeadquartersNew York, NY
- Founded2001
- Website1stdibs.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 39.5m as of 2023-04-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $3.97. Options: 6 managers hold calls ($596.8k notional), 2 hold puts ($46.4k).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 79 |
| Q4 2022 | 86 |
| Q1 2023 | 81 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 42 | 30 |
| Q1 2023 | 41 | 29 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $19.3m | $42.0k | 0.00 |
| Q4 2022 | $3.6m | $152.8k | 0.04 |
| Q1 2023 | $596.8k | $46.4k | 0.08 |
Biggest buyers
| BECK MACK & OLIVER LLC | Added | +376.5k |
| VANGUARD GROUP INC | Added | +184.6k |
| DIMENSIONAL FUND ADVISORS LP | Added | +152.4k |
| CITADEL ADVISORS LLC | Added | +121.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | New | +102.6k |
| 272 Capital LP | Added | +94.0k |
| ACADIAN ASSET MANAGEMENT LLC | New | +86.9k |
| GOLDMAN SACHS GROUP INC | Added | +68.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | +61.5k |
| Marathon Partners Equity Management, LLC | Added | +52.5k |
Biggest sellers
| GLYNN CAPITAL MANAGEMENT LLC | Reduced | -361.8k |
| Metavasi Capital LP | Sold out | -269.5k |
| GSA CAPITAL PARTNERS LLP | Reduced | -153.2k |
| HARBERT FUND ADVISORS, LLC | Reduced | -140.0k |
| Anson Funds Management LP | Sold out | -106.6k |
| MARSHALL WACE, LLP | Reduced | -96.8k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | Sold out | -79.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -71.7k |
| Caption Management, LLC | Sold out | -58.2k |
| BlackRock Inc. | Reduced | -42.1k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $385.1k97.0k shares |
| Belvedere Trading LLC | Added | $152.8k38.5k shares |
| CITADEL ADVISORS LLC | Reduced | $48.8k12.3k shares |
| SIMPLEX TRADING, LLC | Added | $10.0k2.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | Reduced | $01.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $46.4k11.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Benchmark Capital Partners V L P 13G · exempt (held before listing) filed 2025-02-14 | 20.0% |
| ROSENBLATT DAVID S 13G · exempt (held before listing) +0.7 pts · filed 2026-08-14 | 10.5% |
| BECK MACK & OLIVER LLC 13G · institution new · filed 2024-11-07 | 8.3% |
| Catsimatidis John A. Jr 13D · may seek influence +2.7 pts · filed 2026-10-19 | 7.8% |
| Philotimo Fund, LP 13G · passive investor new · filed 2026-02-06 | 5.3% |
Fell to 5% or below in the last year: Sofina Capital S.A. (0.0%, 2026-01-15)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $300.8k | 1 | $681.6k | — |
| Q1 2022 | 0 | — | 2 | $387.2k | — |
| Q2 2022 | 0 | — | 6 | $836.1k | — |
| Q3 2022 | 0 | — | 5 | $118.8k | — |
| Q4 2022 | 0 | — | 6 | $175.2k | — |
| Q1 2023 | 0 | — | 5 | $76.4k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-09 | Paul Ross A. Chief Technology Officer | Sold | $37.1k8.5k shares |
| 2023-03-09 | Lipman Alison K. Chief People Officer | Sold | $13.5k3.1k shares |
| 2023-03-09 | Hood Nancy Chief Marketing Officer | Sold | $12.8k2.9k shares |
| 2023-03-09 | Lattouf Carol SVP Operations | Sold | $8.1k1.9k shares |
| 2023-03-09 | Rubinger Matthew Chief Commercial Officer | Sold | $4.8k1.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| Insight Holdings Group, LLC 0.45% of their portfolio | 5.1m $20.1m | Unchanged |
| Foxhaven Asset Management, LP 0.29% of their portfolio | 2.0m $8.0m | Unchanged |
| FIL Ltd 0.01% of their portfolio | 1.6m $6.2m | Added +10.0k |
| Alibaba Group Holding Ltd 0.89% of their portfolio | 1.5m $5.8m | Unchanged |
| BECK MACK & OLIVER LLC 0.15% of their portfolio | 1.3m $5.3m | Added +376.5k |
| BlackRock Inc. 0.00% of their portfolio | 1.3m $5.1m | Reduced -42.1k |
| Philosophy Capital Management LLC 1.04% of their portfolio | 1.3m $5.0m | Reduced -16.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.2m $4.6m | Added +184.6k |
| HARBERT FUND ADVISORS, LLC 2.39% of their portfolio | 843.3k $3.3m | Reduced -140.0k |
| Joel Isaacson & Co., LLC 0.15% of their portfolio | 518.8k $2.1m | Added +44.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 407.8k $1.6m | Added +35.3k |
| 272 Capital LP 0.61% of their portfolio | 371.5k $1.5m | Added +94.0k |
| STATE STREET CORP 0.00% of their portfolio | 348.5k $1.4m | Added +637 |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 237.4k $942.5k | Added +152.4k |
| Potrero Capital Research LLC 0.62% of their portfolio | 232.6k $923.4k | Unchanged |
| J. Goldman & Co LP 0.05% of their portfolio | 200.0k $794.0k | Added +41.3k |
| HarbourVest Partners LLC 0.27% of their portfolio | 199.5k $792.0k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 184.2k $731.3k | Added +2.7k |
| ALLEN OPERATIONS LLC 0.18% of their portfolio | 176.8k $702.0k | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 168.4k $669.0k | Added +47.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 166.1k $659.4k | Added +121.0k |
| GLYNN CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 161.8k $642.2k | Reduced -361.8k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 136.2k $540.9k | Added +52.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 102.6k $407.3k | New |
| Marathon Partners Equity Management, LLC 0.56% of their portfolio | 102.5k $406.9k | Added +52.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 100.6k $399.3k | Added +68.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 95.1k $377.4k | Added +10.8k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 92.9k $368.7k | Reduced -96.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 86.9k $344.0k | New |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 78.1k $310.0k | Reduced -153.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 71.8k $285.0k | Reduced -490 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 63.3k $251.5k | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 61.5k $244.3k | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 57.0k $226.4k | Added +23.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 52.9k $210.0k | Reduced -71.7k |
| MORGAN STANLEY 0.00% of their portfolio | 48.7k $193.4k | Added +23.8k |
| SkyView Investment Advisors, LLC 0.04% of their portfolio | 47.2k $188.0k | Added +11.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 44.9k $178.1k | Added +15.4k |
| OneDigital Investment Advisors LLC 0.00% of their portfolio | 44.8k $178.0k | New |
| KB FINANCIAL PARTNERS, LLC 0.05% of their portfolio | 44.8k $178.0k | Added +9.3k |
| Woodline Partners LP 0.00% of their portfolio | 44.7k $177.3k | Reduced -34.3k |
| Paloma Partners Management Co 0.03% of their portfolio | 40.0k $158.8k | Added +15.0k |
| Waypoint Wealth Partners Inc. 0.06% of their portfolio | 39.9k $158.5k | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 39.8k $158.0k | Added +25.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 35.0k $139.0k | Added +546 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 31.7k $126.0k | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 29.2k $116.0k | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) 0.00% of their portfolio | 25.6k $102.0k | Added +3.5k |
| PDT Partners, LLC 0.01% of their portfolio | 21.2k $84.2k | New |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 19.6k $77.8k | Unchanged |
| SVB WEALTH LLC 0.00% of their portfolio | 19.4k $77.2k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 18.2k $72.0k | Added +4.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 14.7k $58.3k | Added +6.2k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 14.4k $57.0k | Added +10.4k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 13.0k $51.6k | Reduced -1 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 12.8k $51.0k | New |
| BARCLAYS PLC 0.00% of their portfolio | 12.1k $47.9k | Added +5.7k |
| Utah Retirement Systems 0.00% of their portfolio | 11.8k $46.7k | Unchanged |
| Banco Santander, S.A. 0.00% of their portfolio | 11.5k $45.7k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 11.4k $45.4k | Added +228 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 10.7k $42.5k | Unchanged |
| Trivant Custom Portfolio Group, LLC 0.03% of their portfolio | 10.0k $39.7k | First filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 8.8k $34.9k | Reduced -649 |
| UBS Group AG 0.00% of their portfolio | 7.6k $30.0k | Added +1.1k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 6.4k $25.0k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 4.7k $18.5k | Added +4.2k |
| FMR LLC 0.00% of their portfolio | 4.0k $15.8k | Added +1.6k |
| AMALGAMATED BANK 0.00% of their portfolio | 2.4k $10.0k | Reduced -523 |
| Legal & General Group Plc 0.00% of their portfolio | 2.1k $8.3k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.6k $6.0k | Reduced -4.1k |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.6k $6.3k | Unchanged |
| HM PAYSON & CO 0.00% of their portfolio | 1.5k $6.0k | Unchanged |
| ADIRONDACK TRUST CO 0.00% of their portfolio | 955 $3.8k | Unchanged |
| Cutler Group LLC / CA 0.00% of their portfolio | 778 $3.0k | Reduced -6.6k |
| Larson Financial Group LLC 0.00% of their portfolio | 300 $1.2k | Unchanged |
| Anchor Investment Management, LLC 0.00% of their portfolio | 200 $794 | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 103 $0 | Reduced -31.3k |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 69 $0 | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 50 $199 | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 20 $0 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |