Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ELF held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BAILLIE GIFFORD & CO | 7.2M | $435.7M | +0.1% | 12.093% | 0.45% |
| 2 | BlackRock, Inc. | 5.5M | $336.3M | +3.5% | 9.336% | 0.01% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6M | $157.0M | — | 4.359% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $153.6M | — | 4.264% | 0.00% |
| 5 | Ensign Peak Advisors, Inc | 1.9M | $115.1M | +43.9% | 3.194% | 0.21% |
| 6 | STATE STREET CORP | 1.8M | $109.0M | +3.6% | 3.027% | 0.00% |
| 7 | Clearbridge Investments, LLC | 1.7M | $105.1M | +6.8% | 2.918% | 0.09% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 1.5M | $90.1M | +354.0% | 2.516% | 0.04% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.4M | $83.2M | -32.1% | 2.310% | 0.01% |
| 10 | Capital International Investors | 1.3M | $78.6M | +38.5% | 2.183% | 0.02% |
| 11 | Champlain Investment Partners, LLC | 1.3M | $78.4M | +6.5% | 2.175% | 0.99% |
| 12 | Capital World Investors | 1.2M | $73.0M | +29.5% | 2.025% | 0.01% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $65.7M | +4.2% | 1.823% | 0.00% |
| 14 | MACKENZIE FINANCIAL CORP | 935K | $56.7M | +23.2% | 1.573% | 0.07% |
| 15 | MORGAN STANLEY | 884K | $53.6M | -25.4% | 1.488% | 0.00% |
| 16 | UBS Group AG | 881K | $53.4M | -5.4% | 1.482% | 0.01% |
| 17 | PRIMECAP MANAGEMENT CO/CA/ | 702K | $42.5M | +20.3% | 1.180% | 0.03% |
| 18 | GOLDMAN SACHS GROUP INC | 699K | $42.4M | +32.0% | 1.176% | 0.00% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 622K | $37.7M | +3.4% | 1.046% | 0.01% |
| 20 | Capital Research Global Investors | 611K | $37.0M | -20.3% | 1.028% | 0.01% |
| 21 | Prime Capital Management Co Ltd | 605K | $36.6M | 0.0% | 1.017% | 4.11% |
| 22 | AMERIPRISE FINANCIAL INC | 585K | $35.4M | +3.8% | 0.984% | 0.01% |
| 23 | VOYA INVESTMENT MANAGEMENT LLC | 533K | $32.3M | +16.9% | 0.897% | 0.03% |
| 24 | DIMENSIONAL FUND ADVISORS LP | 532K | $32.2M | -14.3% | 0.894% | 0.01% |
| 25 | NORTHERN TRUST CORP | 513K | $31.1M | +2.7% | 0.863% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ELF — a direct measure of their conviction.
Filings activity in ELF during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 442 | 0.5% | 89.71% | 28.90 pp | $3.26B | 24% |
| Q4 2025 | 444 | 8.1% | 118.61% | 81.38 pp | $4.31B | 46% |
| Q3 2025 | 483 | 1.0% | 199.99% | +0.00 pp | $7.92B | +7.1% |
| Q2 2025 | 488 | +18% | 199.99% | +96.18 pp | $7.39B | +96% |
| Q1 2025 | 415 | 19% | 103.81% | 95.40 pp | $3.77B | 48% |
| Q4 2024 | 512 | +9.9% | 199.21% | +37.41 pp | $7.24B | +23% |
| Q3 2024 | 466 | 15% | 161.80% | 38.19 pp | $5.88B | 44% |
| Q2 2024 | 547 | — | 199.99% | — | $10.57B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ELF stock.
Based on Q1 2026 13F filings, institutional ownership of e.l.f. Beauty, Inc. stands at 89.7%, held across 442 reporting institutions.
BAILLIE GIFFORD & CO is the largest reported institutional holder of ELF, with approximately 7,188,005 shares worth $0.44B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of ELF, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for ELF is 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
94 institutions opened new positions in ELF during Q1 2026, while 96 fully exited. 78 added to existing positions and 265 trimmed.
ELF institutional ownership fell by 28.90 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 51.0% of all reported 13F value in ELF, and the top 25 account for 72.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.