3 tracked superinvestors hold ELECTRONIC ARTS INC (EA), worth $1.4B combined, led by Izzy Englander. Smart money is trimming EA as of the latest 13F filings.
Current price
$209.70
+19.5%
1Y
Electronic Arts Inc., established in 1982 and based in Redwood City, California, is a global leader in the creation, promotion, publication, and distribution of interactive entertainment. The company delivers a wide array of games, content, and services for various platforms, including gaming consoles, personal computers, smartphones, and tablets across the globe. EA develops and releases titles…
Market cap
$50.6B
P/E
75.69
Div yield
0.4%
Revenue YoY
0.9%
Analyst target
$173
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$1.4B
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing EA: 1 funds trimmed versus 0 adding.
ELECTRONIC ARTS INC (EA) appears mainly in diversified and quant books here (3 funds, $1.4B combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Izzy Englander at 0.3% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.3% | $903M | |
| Held | 0.4% | $289M | |
| Held | 3.3% | $199M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
1 insider filed SEC Form 144 for $2M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Laura Miele | Officer | 7,500 | $2M | 2026-06-15 |
Which superinvestors own EA?
3 tracked funds hold ELECTRONIC ARTS INC (EA), the largest being Izzy Englander (Millennium Management) at 0.3% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling EA?
In the most recent 13F quarter, 0 tracked funds added or opened EA and 1 trimmed it.
How much EA do tracked funds hold?
Combined disclosed long exposure to EA across tracked superinvestors is $1.4B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.