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Elastic N.V.

ESTC Technology
$86.96 $-2.01 (-2.26%)
Market Cap: $9.13 B
Gurus Holding
6
Popularity Rank
#1301
% of Shares Held
6.93%
Net Activity (Q2 2026)
-$93.34 M

Guru Ownership Trend

Guru Analysis for Elastic N.V. (ESTC)

Elastic N.V. (ESTC), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $633.09 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bearish. This is evidenced by a $93.34 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 163.5%. Conversely, Steven Cohen reduced exposure by 42.4%.

Key Holders

Top 5 by Value

$346.04 M
$36.75 M
$18.2 M
$11.62 M
$1.29 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$17.65 M
Total Buy Value
New Buys 1
Additions 3
-$110.99 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
4

FAQs for Elastic N.V. (ESTC)

Major holders include Cliff Asness ($346.04 M), Steven Cohen ($36.75 M), Joel Greenblatt ($18.2 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 7.28 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $93.34 M, with 4 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited ESTC. The total reported sell value was $110.99 M.

Yes, 1 managers opened new positions in ESTC, and 3 increased their existing holdings. The total reported buy value was $17.65 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Reduce -19.5% 6,077,291 $346.04 M Q2 2026
0.04% Reduce -42.4% 644,571 $36.75 M Q2 2026
0.04% Add 39.0% 319,186 $18.2 M Q2 2026
0.02% New Buy 203,743 $11.62 M Q2 2026
0.01% Add 163.5% 22,574 $1.29 M Q2 2026
0.00% Add 20.1% 12,884 $734,646 Q2 2026
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