MercadoLibre, Inc.· MELI

🇺🇸 US · LargeBroad USNASDAQ

Consumer Cyclical Specialty Retail Website

Price: $1,787.39
Day: -2.07%
Mkt Cap: $90.62B
52W Range: $1,495.00 – $2,548.50
Volume: 1.10M
Beta: 1.31

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.7 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 1,516 institutions hold; 720 added, 538 reduced

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MercadoLibre, Inc.

MELI|Consumer Cyclical|Specialty Retail

Current price: $1,787

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

0.0x

vs own 6-quarter average

Seller breadth · Q2 2026

0 sellers

vs 1.3 avg per quarter

Institutional net breadth · Q2 2026

+182

873 adding vs 691 reducing

Institutional ownership · Q2 2026

78.1%

1,516 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

CAPITAL RESEARCH GLOBAL INVESTORS

3.1M

+15.5%

BAILLIE GIFFORD & CO

3.0M

-6.0%

CAPITAL INTERNATIONAL INVESTORS

1.9M

+7.8%

CAPITAL WORLD INVESTORS

1.8M

-19.2%

MORGAN STANLEY

1.5M

-5.6%

INVESCO LTD.

1.5M

+38.1%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

132

180

147

132 buying180 unchanged147 selling

459 funds held MELI in Q2 2026, holding 13.4M shares between them, up 1.9% on the quarter.

Largest fund holders

EQ ADVISORS TRUST14.2K sh

Advantage Advisers Xanthus Fund, L.L.C.14.2K sh

VIRTUS ASSET TRUST14.2K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Dec 12

Dubugras Henrique Vasoncelos

$1.7M

Purchase · May 22

Aguzin Alejandro Nicolas

$836.3K

Sale · Dec 9

Tolda Stelleo

$503.8K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore MELI on stockoscope.com→

Generated September 19, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

MELI Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.7/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+57

Institutional Flow

50% weight

+22

Fund Flow

10% weight

Overall Smart Money sentiment of 3.7/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 18, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for MELI

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bullish Signal

Insider buying in Q2 2026

Significant: 3 purchases totaling $1.2M (725 shares)

Share volume is 3x+ above the historical average, unusually strong

Buying is rare, only seen in 2 of 15 quarters

0.0x

Selling pace

vs own 6-qtr average

Light

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

vs 0.7 avg per quarter

$1.2M

Insider buying

2 buyers in Q2 2026

Notable Recent Transactions, MELI

Top 8 highest-value insider trades from the last 8 quarters

Dubugras Henrique Vasoncelos

Director

Sell

845 shares at $2028.14

≈100.0% of their stake at the time

Dec 12, 2025$1.71M

Aguzin Alejandro Nicolas

Director

Buy

505 shares at $1656.10

≈9.4% of their stake after buying

May 22, 2026$836.33K

Tolda Stelleo

Director

Sell

246 shares at $2047.88

≈100.0% of their stake at the time

Dec 9, 2025$503.78K

Melamud Marcelo

SVP - Chief Accounting Officer

Buy

124.64 shares at $1604.62

≈52.7% of their stake after buying

Jun 11, 2026$200.00K

Aguzin Alejandro Nicolas

Director

Buy

95 shares at $1655.01

≈2.0% of their stake after buying

May 22, 2026$157.23K

Melamud Marcelo

SVP - Chief Accounting Officer

Buy

57 shares at $1755.77

≈50.9% of their stake after buying

Feb 27, 2026$100.08K

Calemzuk Emiliano

Director

Sell

50 shares at $1984.98

≈17.4% of their stake at the time

Nov 29, 2024$99.25K

Calemzuk Emiliano

Director

Sell

45 shares at $2027.37

≈14.9% of their stake at the time

Dec 11, 2025$91.23K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for MELI

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

78.1% institutional ownership

Slight accumulation: 873 adding vs 691 reducing

13F shares increased by 1.8%, a modest change

+182

Net breadth

873 adding vs 691 reducing

Accumulating

1.26

Add / reduce ratio

in Q2 2026

New − closed

153 initiated, 153 exited

4 of 9

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+873 growing-691 shrinkingNet: +182

153

720

538

153

New (153)

Increased (720)

Reduced (538)

Closed (153)

Top Institutional Holders, MELI

Largest 8 institutional positions by ownership percentage as of Q2 2026

CAPITAL RESEARCH GLOBAL INVESTORS

3.1M

$5.3B

Ownership

6.19%

+15.5%

BAILLIE GIFFORD & CO

3.0M

$5.2B

Ownership

6.00%

-6.0%

CAPITAL INTERNATIONAL INVESTORS

1.9M

$3.2B

Ownership

3.70%

+7.8%

CAPITAL WORLD INVESTORS

1.8M

$3.0B

Ownership

3.50%

-19.2%

MORGAN STANLEY

1.5M

$2.5B

Ownership

2.95%

-5.6%

INVESCO LTD.

1.5M

$2.5B

Ownership

2.90%

+38.1%

EAGLE CAPITAL MANAGEMENT LLC

1.4M

$2.4B

Ownership

2.78%

+79.0%

BLACKROCK, INC.

1.3M

$2.2B

Ownership

2.61%

-3.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 459 ETFs and mutual funds reporting

132 buying147 sellingNet: -15

132

180

147

Buying (132)

Unchanged (180)

Selling (147)

In total, funds bought 1.3M shares and sold 1.1M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

459 ETFs and mutual funds reporting

132 buying vs 147 selling (balanced)

Top Fund Holders, MELI

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

EQ ADVISORS TRUST

14.2K

Weight

0.00%

Jun 30, 2026Decreased

Advantage Advisers Xanthus Fund, L.L.C.

14.2K

Weight

7.60%

Jun 30, 2026Decreased

VIRTUS ASSET TRUST

14.2K

Weight

0.06%

Jun 30, 2026Decreased

ADVANCED SERIES TRUST

13.5K

Weight

0.00%

Jun 30, 2026Decreased

Goldman Sachs ETF Trust

13.3K

Weight

0.01%

Jun 30, 2026Increased

ALLSPRING FUNDS TRUST

12.9K

Weight

0.00%

Jun 30, 2026Decreased

COLLEGE RETIREMENT EQUITIES FUND

12.8K

Weight

0.00%

Jun 30, 2026Increased

WILLIAM BLAIR FUNDS

12.7K

Weight

0.01%

Jun 30, 2026No change

MercadoLibre, Inc.· MELI

Holdings Analysis

Insider Trading Activity

1.3Transaction History221Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings23Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History221Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings23Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights