MERCADOLIBRE INC MELI
COM · Common Stock · CUSIP 58733R102 · ISIN US58733R1023
Argentine e-commerce company
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersSaavedra, Argentina
- Founded1997
- Websitemercadolibre.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 ($370.0m this quarter). Holder counts are more reliable. Shares outstanding: 50.7m as of 2026-02-25, 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 ≈ $1722.21. Options: 38 managers hold calls ($3.1bn notional), 34 hold puts ($3.0bn).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 851 |
| Q4 2022 | 865 |
| Q1 2023 | 971 |
| Q2 2023 | 993 |
| Q3 2023 | 1,005 |
| Q4 2023 | 1,156 |
| Q1 2024 | 1,186 |
| Q2 2024 | 1,208 |
| Q3 2024 | 1,306 |
| Q4 2024 | 1,318 |
| Q1 2025 | 1,406 |
| Q2 2025 | 1,526 |
| Q3 2025 | 1,496 |
| Q4 2025 | 1,532 |
| Q1 2026 | 1,459 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 576 | 528 |
| Q3 2024 | 633 | 537 |
| Q4 2024 | 625 | 576 |
| Q1 2025 | 752 | 505 |
| Q2 2025 | 766 | 601 |
| Q3 2025 | 735 | 595 |
| Q4 2025 | 731 | 650 |
| Q1 2026 | 757 | 673 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $2.9bn | $3.5bn | 1.24 |
| Q3 2025 | $3.0bn | $3.9bn | 1.29 |
| Q4 2025 | $2.9bn | $3.4bn | 1.20 |
| Q1 2026 | $3.1bn | $3.0bn | 0.96 |
Biggest buyers
| Capital Research Global Investors | Added | +492.1k |
| Capital World Investors | Added | +487.8k |
| EAGLE CAPITAL MANAGEMENT LLC | Added | +374.4k |
| ROYAL BANK OF CANADA | Added | +237.0k |
| BROWN ADVISORY INC | Added | +224.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Added | +197.7k |
| D1 Capital Partners L.P. | Added | +149.2k |
| TIGER GLOBAL MANAGEMENT LLC | New | +135.0k |
| Linonia Partnership LP | New | +130.3k |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | Added | +113.3k |
Biggest sellers
| WCM INVESTMENT MANAGEMENT, LLC | Reduced | -487.3k |
| JPMORGAN CHASE & CO | Reduced | -436.8k |
| FMR LLC | Reduced | -352.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -345.8k |
| BAILLIE GIFFORD & CO | Reduced | -248.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -199.1k |
| Dragoneer Investment Group, LLC | Sold out | -160.2k |
| MORGAN STANLEY | Reduced | -144.2k |
| Swedbank AB | Reduced | -142.9k |
| Whale Rock Capital Management LLC | Sold out | -98.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1bn655.5k shares |
| CITADEL ADVISORS LLC | Added | $722.0m417.6k shares |
| IMC-Chicago, LLC | Added | $415.3m240.2k shares |
| JANE STREET GROUP, LLC | Added | $258.1m149.3k shares |
| CTC LLC | Added | $103.7m600 shares |
| BARCLAYS PLC | Added | $60.9m35.2k shares |
| UBS Group AG | Reduced | $60.3m34.9k shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | $58.8m34.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $52.0m30.1k shares |
| D. E. Shaw & Co., Inc. | Reduced | $47.7m27.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.2bn686.5k shares |
| CITADEL ADVISORS LLC | Added | $425.0m245.8k shares |
| JANE STREET GROUP, LLC | Added | $324.0m187.4k shares |
| IMC-Chicago, LLC | Reduced | $323.0m186.8k shares |
| CTC LLC | Added | $135.6m784 shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $108.1m625 shares |
| D. E. Shaw & Co., Inc. | Reduced | $88.0m50.9k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $80.2m46.4k shares |
| UBS Group AG | Reduced | $52.4m30.3k shares |
| NATIONAL BANK OF CANADA /FI/ | Reduced | $43.9m254 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 |
|---|---|
Galperin Trust /SD
13D · may seek influence
filed 2026-06-18
Stated purposeThe purpose of the Distribution was to transfer certain assets from Meliga No. 1 LP to its parent entities for no consideration, as part of an ongoing estate-planning restructuring process. As a result of this transaction, all shares of Common Stock previously held by Meliga No. 1 LP were fully distributed to Meliga No. 1 Corp. Except as set forth herein, the Reporting Persons have no current intention, plan or proposal with respect to items 4(a) through (j) of Schedule 13D. Full filing |
6.7% |
| BAILLIE GIFFORD & CO 13G · institution -1.1 pts · filed 2026-05-06 | 6.4% |
| Capital Research Global Investors 13G · institution +1.0 pts · filed 2026-05-14 | 5.4% |
Insider purchases and sales in Q1 2026
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 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $99.2k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 3 | $2.3m | — |
| Q1 2026 | 1 | $100.1k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-27 | Melamud Marcelo SVP - Chief Accounting Officer | Bought | $100.1k57 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 2026
| Manager | Shares | Change |
|---|---|---|
| BAILLIE GIFFORD & CO 5.71% of their portfolio | 3.2m $5.6bn | Reduced -248.3k |
| Capital Research Global Investors 0.73% of their portfolio | 2.7m $4.7bn | Added +492.1k |
| Capital World Investors 0.52% of their portfolio | 2.2m $3.8bn | Added +487.8k |
| Capital International Investors 0.70% of their portfolio | 1.7m $3.0bn | Added +12.4k |
| MORGAN STANLEY 0.17% of their portfolio | 1.6m $2.7bn | Reduced -144.2k |
| Invesco Ltd. 0.25% of their portfolio | 1.5m $2.5bn | Reduced -88.5k |
| BlackRock, Inc. 0.04% of their portfolio | 1.4m $2.4bn | Reduced -49.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.25% of their portfolio | 1.2m $2.1bn | Reduced -345.8k |
| JPMORGAN CHASE & CO 0.09% of their portfolio | 847.1k $1.4bn | Reduced -436.8k |
| EAGLE CAPITAL MANAGEMENT LLC 4.56% of their portfolio | 785.9k $1.4bn | Added +374.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.93% of their portfolio | 697.1k $1.1bn | Added +197.7k |
| JANUS HENDERSON GROUP PLC 0.51% of their portfolio | 614.2k $1.1bn | Added +10.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% of their portfolio | 494.9k $855.8m | Added +35.2k |
| SANDS CAPITAL MANAGEMENT, LLC 3.23% of their portfolio | 475.5k $822.1m | Reduced -34.2k |
| GENERATION INVESTMENT MANAGEMENT LLP 7.09% of their portfolio | 457.6k $791.2m | Reduced -1.1k |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 451.5k $780.7m | Reduced -25.1k |
| ROYAL BANK OF CANADA 0.15% of their portfolio | 444.6k $768.7m | Added +237.0k |
| STATE STREET CORP 0.03% of their portfolio | 427.0k $738.3m | Added +1.4k |
| D1 Capital Partners L.P. 5.75% of their portfolio | 373.7k $646.1m | Added +149.2k |
| Durable Capital Partners LP 6.24% of their portfolio | 350.8k $606.6m | Added +42.9k |
| Assenagon Asset Management S.A. 0.92% of their portfolio | 331.6k $573.3m | Reduced -1.9k |
| JENNISON ASSOCIATES LLC 0.38% of their portfolio | 318.7k $551.1m | Reduced -51.1k |
| MARSHALL WACE, LLP 0.58% of their portfolio | 314.6k $543.9m | Added +2.8k |
| FRANKLIN RESOURCES INC 0.12% of their portfolio | 293.6k $507.6m | Reduced -87.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.09% of their portfolio | 287.1k $496.4m | Added +59.0k |
| Foxhaven Asset Management, LP 15.14% of their portfolio | 278.9k $482.3m | Reduced -1.0k |
| UBS Group AG 0.08% of their portfolio | 261.1k $451.5m | Added +77.2k |
| AMERIPRISE FINANCIAL INC 0.10% of their portfolio | 252.6k $436.2m | Reduced -16.9k |
| Carmignac Gestion 6.62% of their portfolio | 249.5k $431.1m | Added +108.1k |
| Legal & General Group Plc 0.10% of their portfolio | 247.3k $427.6m | Added +2.0k |
| BROWN ADVISORY INC 0.68% of their portfolio | 240.0k $415.0m | Added +224.7k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.80% of their portfolio | 220.7k $381.5m | Reduced -6.8k |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 39.24% of their portfolio | 202.9k $350.9m | Added +113.3k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 200.3k $346.3m | Reduced -64.3k |
| BARCLAYS PLC 0.12% of their portfolio | 194.9k $337.1m | Reduced -34.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.21% of their portfolio | 187.9k $324.9m | Reduced -5.7k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.30% of their portfolio | 187.6k $324.4m | Added +16.0k |
| FLOSSBACH VON STORCH SE 1.51% of their portfolio | 187.1k $323.6m | Added +7.4k |
| Harding Loevner LP 3.32% of their portfolio | 186.5k $322.6m | Reduced -10.0k |
| ALKEON CAPITAL MANAGEMENT LLC 1.41% of their portfolio | 180.5k $312.1m | Reduced -60.0k |
| Amundi 0.08% of their portfolio | 177.1k $306.2m | Added +3.5k |
| DEUTSCHE BANK AG\ 0.10% of their portfolio | 167.4k $289.5m | Added +7.0k |
| FMR LLC 0.01% of their portfolio | 163.3k $282.3m | Reduced -352.6k |
| Coronation Fund Managers Ltd. 12.43% of their portfolio | 157.8k $272.8m | Added +16.0k |
| AMF Tjanstepension AB 1.81% of their portfolio | 157.7k $272.7m | Added +23.2k |
| Pictet Asset Management Holding SA 0.27% of their portfolio | 148.8k $257.1m | Reduced -11.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.33% of their portfolio | 145.6k $251.7m | Added +79.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.43% of their portfolio | 142.9k $247.0m | Reduced -2.4k |
| Artisan Partners Limited Partnership 0.40% of their portfolio | 141.3k $244.2m | Reduced -14.1k |
| TIGER GLOBAL MANAGEMENT LLC 1.02% of their portfolio | 135.0k $233.4m | New |
| Swiss National Bank 0.13% of their portfolio | 133.9k $231.6m | Added +8.9k |
| Linonia Partnership LP 4.18% of their portfolio | 130.3k $225.2m | New |
| SEI INVESTMENTS CO 0.20% of their portfolio | 126.2k $218.2m | Added +21.1k |
| WASATCH ADVISORS LP 1.41% of their portfolio | 122.9k $212.5m | Reduced -983 |
| Northcape Capital Pty Ltd 24.46% of their portfolio | 122.6k $212.0m | Added +5.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.28% of their portfolio | 120.7k $208.7m | Added +8.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.33% of their portfolio | 120.3k $208.0m | Added +92.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.13% of their portfolio | 115.9k $200.4m | Reduced -8.4k |
| Mitsubishi UFJ Trust & Banking Corp 0.48% of their portfolio | 113.5k $196.3m | Added +14.5k |
| Tidal Investments LLC 0.58% of their portfolio | 112.2k $184.6m | Added +88.6k |
| BESSEMER GROUP INC 0.30% of their portfolio | 108.8k $188.1m | Added +3.6k |
| National Pension Service 0.14% of their portfolio | 108.8k $188.1m | Reduced -4.7k |
| Allspring Global Investments Holdings, LLC 0.31% of their portfolio | 108.6k $186.7m | Reduced -7.4k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 108.1k $186.8m | Added +539 |
| NORDEA INVESTMENT MANAGEMENT AB 0.17% of their portfolio | 107.5k $178.6m | Reduced -1.7k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 102.4k $177.0m | Reduced -25.3k |
| Balyasny Asset Management L.P. 0.34% of their portfolio | 100.0k $172.9m | Added +57.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 96.1k $169.0m | Added +5.1k |
| FRED ALGER MANAGEMENT, LLC 0.72% of their portfolio | 94.7k $163.8m | Added +8.1k |
| SEB Asset Management AB 0.69% of their portfolio | 94.0k $162.6m | First filing |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. 60.50% of their portfolio | 93.2k $161.1m | Added +39.5k |
| LOOMIS SAYLES & CO L P 0.21% of their portfolio | 91.2k $157.7m | Added +693 |
| FIL Ltd 0.11% of their portfolio | 82.9k $143.3m | Added +10.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 81.1k $140.3m | First filing |
| VANGUARD ASSET MANAGEMENT, Ltd 0.12% of their portfolio | 81.1k $140.3m | First filing |
| Fisher Asset Management, LLC 0.05% of their portfolio | 79.2k $137.0m | Added +6.3k |
| Clearbridge Investments, LLC 0.12% of their portfolio | 77.2k $133.4m | Reduced -44.7k |
| Amova Asset Management Americas, Inc. 1.87% of their portfolio | 76.5k $132.3m | Reduced -4.9k |
| Russell Investments Group, Ltd. 0.14% of their portfolio | 76.2k $130.9m | Reduced -12.0k |
| Hardman Johnston Global Advisors LLC 6.26% of their portfolio | 76.2k $131.7m | Reduced -563 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.43% of their portfolio | 74.8k $129.4m | Reduced -90.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.15% of their portfolio | 72.6k $125.5m | Reduced -23.1k |
| Nellore Capital Management LLC 15.90% of their portfolio | 72.0k $124.4m | Added +7.5k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 3.56% of their portfolio | 71.6k $123.8m | Reduced -19.9k |
| Sarasin & Partners LLP 1.48% of their portfolio | 70.2k $121.5m | Reduced -1.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.21% of their portfolio | 69.3k $119.8m | Reduced -3.0k |
| CITIGROUP INC 0.08% of their portfolio | 68.6k $118.6m | Reduced -678 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.12% of their portfolio | 68.0k $117.6m | Reduced -1.1k |
| COMGEST GLOBAL INVESTORS S.A.S. 2.54% of their portfolio | 67.3k $116.4m | Added +28.5k |
| SAMLYN CAPITAL, LLC 1.98% of their portfolio | 66.8k $115.5m | Added +11.1k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 66.6k $115.1m | Reduced -29.5k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.44% of their portfolio | 65.2k $112.8m | Reduced -1.9k |
| ProShare Advisors LLC 0.17% of their portfolio | 65.0k $112.4m | Reduced -14.6k |
| Robeco Institutional Asset Management B.V. 0.16% of their portfolio | 64.9k $112.1m | Reduced -73.6k |
| California Public Employees Retirement System 0.07% of their portfolio | 64.0k $110.7m | Reduced -20.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 62.8k $104.1m | Added +1.2k |
| LPL Financial LLC 0.03% of their portfolio | 62.4k $107.9m | Added +2.3k |
| CIBC Bancorp USA Inc. 0.14% of their portfolio | 61.3k $106.1m | First filing |
| D. E. Shaw & Co., Inc. 0.08% of their portfolio | 61.2k $105.8m | Reduced -51.5k |
| MANNING & NAPIER ADVISORS LLC 1.48% of their portfolio | 60.6k $104.8m | Added +15.6k |