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Elastic N.V.

ESTC Technology
$60.35 +$0.13 (0.22%)
Market Cap: $6.27 B
Gurus Holding
5
Popularity Rank
#2107
% of Shares Held
8.51%
Net Activity (Q1 2026)
-$235.21 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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $538.28 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bearish. This is evidenced by a $235.21 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 391.3%. Conversely, Ray Dalio reduced exposure by 96.9%.

Key Holders

Top 5 by Value

$377.51 M
$55.92 M
$11.48 M
$536,492
$428,214

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$10.01 M
Total Buy Value
New Buys 1
Additions 2
-$245.22 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
3

FAQs for Elastic N.V. (ESTC)

Major holders include Cliff Asness ($377.51 M), Steven Cohen ($55.92 M), Joel Greenblatt ($11.48 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 8.92 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $235.21 M, with 3 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited ESTC. The total reported sell value was $245.22 M.

Yes, 1 managers opened new positions in ESTC, and 2 increased their existing holdings. The total reported buy value was $10.01 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.17% Add 0.1% 7,551,713 $377.51 M Q1 2026
0.07% Reduce -60.6% 1,118,704 $55.92 M Q1 2026
0.04% Add 391.3% 229,570 $11.48 M Q1 2026
0.00% New Buy 10,732 $536,492 Q1 2026
0.00% Reduce -96.9% 8,566 $428,214 Q1 2026
Date
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Value
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SEC Form