InvestorLens

ESTC — ELASTIC N V

Information Technology · Software

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying ESTC?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Mixed · 2 buying vs 1 selling last quarter
47
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their ESTC position last quarter, 2 bought and 1 sold (67% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (George Soros, Ray Dalio)
  • +5 tracked investors reported holding ESTC at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Information Technologysource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About ELASTIC N V (ESTC)

ELASTIC N V (ESTC) appears in the most recent 13F filings of 5 tracked institutional investors. ELASTIC N V is classified in the Information Technology sector (Software industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $220M. Across recent filings, tracked investors recorded 6 new positions, 10 increased, 7 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in ESTC

64
/100
Institutional Accumulation
Added / Increased16
Reduced7
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track ESTC

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

ESTC Ownership Composition

How ELASTIC N V is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
73% of tracked value
Institutions
5
tracked investors
Total Reported
$215M
combined 13F value
Types2
  • Multi-Strategy / Quant72.9%
  • Macro27.1%
Multi-Strategy / Quant(3)
72.9%
Macro(2)
27.1%

Tracked investors currently reporting ESTC

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    321.2K
    Value
    $18.3M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    644.6K
    Value
    $36.8M
    % Portfolio
    0.04%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1.8M
    Value
    $101.8M
    % Portfolio
    0.04%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    997.7K
    Value
    $56.9M
    % Portfolio
    0.70%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    22.6K
    Value
    $1.3M
    % Portfolio
    0.01%

Previously held ESTC

These investors reported ESTC in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Chase ColemanTiger Global Management1.7M$127.5MDec 31, 2025
Paul Tudor JonesTudor Investment Corp397.1K$33.5MSep 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold ESTC?
5 tracked institutional investors disclosed a position in ESTC (ELASTIC N V) in their most recent 13F filing.
Who is the largest institutional holder of ESTC?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in ESTC, valued at $220M.
Did institutional ownership of ESTC increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 10 increased, 7 reduced, and 2 fully exited ESTC.
What sector is ESTC in?
ELASTIC N V is classified in the Information Technology GICS sector, Software industry.
Where does this ESTC ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
ESTC (ELASTIC N V) — Institutional Holders & 13F History — InvestorLens