Elastic N.V. (ESTC)
What changed in recent filings
- Revenue +15% YoYQuarter ended Jul 31, 2026
- United States segment 57% → 54%Jul 31, 2024 → Jul 31, 2026
- Institutions — 1 new · 1 added · 1 reduced13F · as of end of 2026 Q2
- Risk factors — 2 added · 6 removed · new: The use of AI by our workforce may present … +110-K Apr 30, 2025 → Apr 30, 2026 · filed 4 months ago
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Elastic N.V. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Aug 27, 2026Revenue +15.1% YoY · EPS $-0.16Released after the close: Aug 27 close → Aug 28 close, the stock moved +19.3% · over the same window, market -0.2% · sector -0.1%
- 26Q1Released May 28, 2026Revenue +16.0% YoY · EPS $4.07Released after the close: May 28 close → May 29 close, the stock moved +12.3% · over the same window, market +0.2% · sector +7.1%
- 25Q4Released Feb 26, 2026Revenue +17.7% YoY · EPS $0.07Released after the close: Feb 26 close → Feb 27 close, the stock moved -15.4% · over the same window, market -0.5% · sector -2.4%
- 25Q3Released Nov 20, 2025Revenue +15.9% YoY · EPS $-0.48Released after the close: Nov 20 close → Nov 21 close, the stock moved -14.7% · over the same window, market +1.0% · sector +0.4%
The next earnings release is estimated around Nov 19, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Elastic N.V.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 3 → 2026 Q2: 3 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Elastic N.V.
Institutions we track that reported holding this stock in their most recent 13F.
- Point72 Asset Management0.04% of portfolio · since 2025 Q2
- Bridgewater Associates0.01% of portfolio · since 2025 Q2
- Tudor Investment CorpNew this quarter0.02% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
Elastic N.V. is a software company focused on search, observability, and security solutions built on its Elasticsearch platform. Elastic N.V. provides tools that help organizations search, analyze, and visualize large volumes of structured and unstructured data across cloud, hybrid, and self-managed environments. Its product portfolio includes Elasticsearch, Kibana, Elastic Observability, Elastic Security, and Elastic Cloud, serving use cases such as enterprise search, log analytics, application performance monitoring, and threat detection. The company supports customers across industries including technology, financial services, healthcare, retail, manufacturing, and the public sector. Elastic N.V. plays a central role in the data infrastructure market by enabling businesses to turn complex data into searchable, actionable insights through a unified platform.
What is the Software sector?
Cloud, SaaS, and cybersecurity. Relatively defensive.
Elastic N.V. is classified under the Software sector. See peers below.
Elastic N.V. key financials
Based on SEC filings · as of Jul 31, 2026
Tap a metric name to see its meaning in the glossary.
Elastic N.V. vs Software sector benchmark
Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
ESTC revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-07-31 revenue was $0.5B, +15.1% YoY.
The largest segment is US, 54.2% of revenue — a concentrated structure.
Recent revenue growth was led mainly by the Non-U.S. segment (about 54% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ESTC segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ESTC on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Software average
Peers · Software
ESTC FAQ
What is Elastic N.V. (ESTC)?
Elastic N.V. is a software company focused on search, observability, and security solutions built on its Elasticsearch platform. Elastic N.V. provides tools that help organizations search, analyze, and visualize large volumes of structured and unstructured data across cloud, hybrid, and self-managed environments. Its product portfolio includes Elasticsearch, Kibana, Elastic Observability, Elastic Security, and Elastic Cloud, serving use cases such as enterprise search, log analytics, application performance monitoring, and threat detection. The company supports customers across industries including technology, financial services, healthcare, retail, manufacturing, and the public sector. Elastic N.V. plays a central role in the data infrastructure market by enabling businesses to turn complex data into searchable, actionable insights through a unified platform.
What sector is Elastic N.V. in?
Elastic N.V. is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.
What are Elastic N.V.'s key financials?
As of Jul 31, 2026 in SEC filings: Revenue growth (YoY) 16.2%, Operating margin -4.9%, Net margin 20.8%, ROE 28.8%, Debt-to-equity 0.44x. Definitions and interpretation are available on Stocklore.
What are Elastic N.V.'s main revenue segments?
The largest segment is US, about 54.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Elastic N.V. (ESTC) stock?
On Stocklore you can see ESTC's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.