Capital International Sarl Trims Stake in Electronic Arts

The investment firm reduced its holdings in the video game company by 4.1% in the third quarter.

Published on Mar. 10, 2026

Capital International Sarl, an investment management firm, reduced its position in shares of Electronic Arts Inc. (NASDAQ:EA) by 4.1% during the third quarter, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 168,398 shares of the game software company's stock, valued at approximately $33.97 million.

Why it matters

This filing provides insight into the investment strategies and portfolio adjustments of Capital International Sarl, a notable institutional investor in the video game industry. The reduction in Electronic Arts shares may signal a shift in the firm's outlook on the company or the broader gaming market.

The details

According to the 13F filing, Capital International Sarl sold 7,255 shares of Electronic Arts during the third quarter. The firm now holds a 0.07% stake in the game software company. The sale comes as Electronic Arts' stock has seen strong performance, with the share price rising over 20% in the past year.

  • The 13F filing covers Capital International Sarl's holdings as of the end of the third quarter of 2026.

The players

Capital International Sarl

An investment management firm that owns a portfolio of shares in various public companies, including Electronic Arts.

Electronic Arts Inc.

A global interactive entertainment company that develops, publishes, and distributes video games and related content for consoles, PCs, and mobile devices.

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The takeaway

This filing highlights the ongoing shifts in institutional investment strategies within the video game industry. While Capital International Sarl has reduced its position in Electronic Arts, the company's stock has continued to perform well, suggesting investor confidence in the gaming giant's long-term prospects.