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e.l.f. Beauty, Inc.

ELF Consumer Staples
$56 $-1.4 (-2.44%)
Market Cap: $3.33 B
Gurus Holding
7
Popularity Rank
#1119
% of Shares Held
3.28%
Net Activity (Q1 2026)
+$42.43 M

Guru Ownership Trend

Guru Analysis for e.l.f. Beauty, Inc. (ELF)

e.l.f. Beauty, Inc. (ELF), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $109.03 M.

Top institutional holders include Cliff Asness and Ray Dalio.

Institutional sentiment is currently Bullish. This is evidenced by a $42.43 M net inflow during the quarter.

Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 42.7%.

Key Holders

Top 5 by Value

$90.07 M
$12.14 M
$8.15 M
$1.21 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$91.98 M
Total Buy Value
New Buys 3
Additions 3
-$49.55 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
6

FAQs for e.l.f. Beauty, Inc. (ELF)

Major holders include Cliff Asness ($90.07 M), Ray Dalio ($12.14 M), Chuck Royce ($8.15 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.95 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $42.43 M, with 6 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited ELF. The total reported sell value was $49.55 M.

Yes, 3 managers opened new positions in ELF, and 3 increased their existing holdings. The total reported buy value was $91.98 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Add 354.0% 1,495,715 $90.07 M Q1 2026
0.05% Add 5370.3% 200,323 $12.14 M Q1 2026
0.08% Add 94.9% 134,500 $8.15 M Q1 2026
0.01% New Buy 81,832 $4.96 M Q1 2026
0.00% Reduce -42.7% 19,903 $1.21 M Q1 2026
0.14% New Buy 10,500 $636,405 Q1 2026
0.00% New Buy 4,255 $257,896 Q1 2026
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Transaction
Value
Shares
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SEC Form