Stocklore

Elastic N.V. (ESTC)

Software · US stock

What changed in recent filings

  • United States segment 57% → 54%Jul 31, 2024 → Apr 30, 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 2 months ago

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Elastic N.V.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 6
2019 Q1 · 32019 Q2 · 32019 Q3 · 32019 Q4 · 32020 Q1 · 22020 Q2 · 42020 Q3 · 32020 Q4 · 32021 Q1 · 42021 Q2 · 32021 Q3 · 62021 Q4 · 52022 Q1 · 42022 Q2 · 22022 Q3 · 22022 Q4 · 22023 Q1 · 32023 Q2 · 42023 Q3 · 32023 Q4 · 42024 Q1 · 42024 Q2 · 22024 Q3 · 42024 Q4 · 42025 Q1 · 42025 Q2 · 62025 Q3 · 52025 Q4 · 52026 Q1 · 22026 Q2 · 3
19 Q122 Q326 Q2

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.

Company overview

Elastic is a software company that specializes in AI-search, observability, and security deployments. Its search division offers both traditional keyword search and vector search methods to enable more context-aware querying. The software has open-source origins but generates revenue through valuable add-ons, including simplified data orchestration and server scaling techniques.

What is the Software sector?

Cloud, SaaS, and cybersecurity. Relatively defensive.

Elastic N.V. is classified under the Software sector. See peers below.

ESTC segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jul '24Jan '25Jul '25Apr '26
United States 54%Non-U.S. 46%

ESTC on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Software average
See full ESTC analysis →

Peers · Software

ESTC FAQ

What is Elastic N.V. (ESTC)?

Elastic is a software company that specializes in AI-search, observability, and security deployments. Its search division offers both traditional keyword search and vector search methods to enable more context-aware querying. The software has open-source origins but generates revenue through valuable add-ons, including simplified data orchestration and server scaling techniques.

What sector is Elastic N.V. in?

Elastic N.V. is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.

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.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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