Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ESTC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | AQR CAPITAL MANAGEMENT LLC | 7.6M | $377.5M | +0.1% | 7.296% | 0.17% |
| 2 | BlackRock, Inc. | 6.9M | $345.5M | +2.0% | 6.677% | 0.01% |
| 3 | Pictet Asset Management Holding SA | 6.5M | $324.5M | +43.2% | 6.273% | 0.35% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.5M | $276.3M | β | 5.340% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4.1M | $203.3M | β | 3.929% | 0.01% |
| 6 | FIL Ltd | 3.4M | $168.9M | -6.9% | 3.264% | 0.13% |
| 7 | FIRST TRUST ADVISORS LP | 2.6M | $131.4M | +516.1% | 2.539% | 0.09% |
| 8 | Alyeska Investment Group, L.P. | 2.4M | $117.9M | +42.4% | 2.279% | 0.33% |
| 9 | Freestone Grove Partners LP | 2.3M | $113.2M | +216.6% | 2.188% | 0.82% |
| 10 | FEDERATED HERMES, INC. | 2.0M | $99.6M | +92.0% | 1.925% | 0.16% |
| 11 | MILLENNIUM MANAGEMENT LLC | 2.0M | $98.2M | β | 1.898% | 0.07% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $88.2M | +2.3% | 1.705% | 0.01% |
| 13 | STATE STREET CORP | 1.6M | $82.1M | +2.2% | 1.586% | 0.00% |
| 14 | GOLDENTREE ASSET MANAGEMENT LP | 1.4M | $71.3M | +118.2% | 1.381% | 4.23% |
| 15 | SYLEBRA CAPITAL LLC | 1.4M | $70.5M | -12.8% | 1.362% | 9.11% |
| 16 | Optimus Prime Fund Management Co., Ltd. | 1.2M | $61.2M | 0.0% | 1.183% | 5.90% |
| 17 | UBS Group AG | 1.1M | $57.0M | +11.5% | 1.102% | 0.01% |
| 18 | Point72 Asset Management, L.P. | 1.1M | $55.9M | -61.5% | 1.081% | 0.08% |
| 19 | BNP PARIBAS ARBITRAGE, SA | 1.1M | $52.8M | +153.4% | 1.020% | 0.03% |
| 20 | BALYASNY ASSET MANAGEMENT LLC | 948K | $47.4M | +387.0% | 0.916% | 0.16% |
| 21 | Assenagon Asset Management S.A. | 900K | $45.0M | +324.7% | 0.870% | 0.07% |
| 22 | Connor, Clark & Lunn Investment Management Ltd. | 851K | $42.5M | +1.6% | 0.822% | 0.10% |
| 23 | MORGAN STANLEY | 842K | $42.1M | +24.1% | 0.814% | 0.00% |
| 24 | VOYA INVESTMENT MANAGEMENT LLC | 771K | $38.5M | -39.8% | 0.745% | 0.04% |
| 25 | BANK OF NOVA SCOTIA | 752K | $37.6M | +78.8% | 0.727% | 0.07% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ESTC β a direct measure of their conviction.
Filings activity in ESTC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ESTC position in Q1 2026
Institutions that fully closed their ESTC position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 365 | 16% | 67.88% | 32.82 pp | $4.24B | 33% |
| Q4 2025 | 432 | +2.6% | 100.70% | 14.49 pp | $6.29B | 13% |
| Q3 2025 | 421 | 3.2% | 115.19% | +3.61 pp | $7.20B | +3.2% |
| Q2 2025 | 435 | +4.6% | 111.58% | 9.30 pp | $6.97B | 7.7% |
| Q1 2025 | 416 | +0.5% | 120.88% | 41.38 pp | $7.55B | 26% |
| Q4 2024 | 414 | +16% | 162.26% | +62.80 pp | $10.14B | +63% |
| Q3 2024 | 356 | 3.5% | 99.46% | 51.55 pp | $6.21B | 34% |
| Q2 2024 | 369 | β | 151.01% | β | $9.43B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ESTC stock.
Based on Q1 2026 13F filings, institutional ownership of Elastic N.V. stands at 67.9%, held across 365 reporting institutions.
AQR CAPITAL MANAGEMENT LLC is the largest reported institutional holder of ESTC, with approximately 7,551,713 shares worth $0.38B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of ESTC, including MILLENNIUM MANAGEMENT LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for ESTC is 32 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
63 institutions opened new positions in ESTC during Q1 2026, while 130 fully exited. 50 added to existing positions and 249 trimmed.
ESTC institutional ownership fell by 32.82 percentage points quarter-over-quarter, with a net change of -67 holders.
The top 10 institutions account for 50.9% of all reported 13F value in ESTC, and the top 25 account for 71.9%.
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.
Elastic N.V. (ESTC) Institutional Ownership