Who owns ESTC (ESTC)
Which tracked institutional funds hold ESTC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ESTC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ESTC is one-sided between 2025-Q4 and 2026-Q1: 48 added or opened and 205 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ESTC’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes ESTC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ESTC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 375 tracked filers holding ESTC, 187 increased or opened the position and 272 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ESTC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- VANGUARD PORTFOLIO MANAGEMENT LLC$276M
- VANGUARD CAPITAL MANAGEMENT LLC$203M
- VANGUARD FIDUCIARY TRUST CO$29M
- MIROVA$24M
- SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$8M
- Tejara Capital Ltd$5M
Full exits 49
- VANGUARD GROUP INC$755M
- RGM Capital, LLC$129M
- TIGER GLOBAL MANAGEMENT LLC$128M
- SOMA EQUITY PARTNERS LP$105M
- Temasek Holdings (Private) Ltd$98M
- FULLER & THALER ASSET MANAGEMENT, INC.$55M
Largest adds
- FIRST TRUST ADVISORS LP$99M
- NORGES BANK$80M
- Freestone Grove Partners LP$59M
- BALYASNY ASSET MANAGEMENT L.P.$33M
- Assenagon Asset Management S.A.$29M
- SG Americas Securities, LLC$27M
Largest trims
- BlackRock, Inc.$376M
- AQR CAPITAL MANAGEMENT LLC$192M
- Point72 Asset Management, L.P.$158M
- FIL Ltd$105M
- VOYA INVESTMENT MANAGEMENT LLC$58M
- SYLEBRA CAPITAL LLC$51M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC added | 7,548,558 | $377M | 5.6% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 6,492,717 | $325M | 4.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,527,204 | $276M | 4.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,066,388 | $203M | 3.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 3,462,254 | $173M | 2.6% | 2026-Q1 |
| FIL Ltd trimmed | 3,377,961 | $169M | 2.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,697,742 | $135M | 2.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 2,627,636 | $131M | 1.9% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 2,358,270 | $118M | 1.7% | 2026-Q1 |
| Freestone Grove Partners LP added | 2,264,806 | $113M | 1.7% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 1,992,144 | $100M | 1.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,813,931 | $91M | 1.3% | 2026-Q1 |
| NORGES BANK added | 1,013,808 | $90M | 1.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,764,819 | $88M | 1.3% | 2026-Q1 |
| STATE STREET CORP added | 1,641,780 | $82M | 1.2% | 2026-Q1 |
| GOLDENTREE ASSET MANAGEMENT LP added | 1,429,383 | $71M | 1.1% | 2026-Q1 |
| SYLEBRA CAPITAL LLC trimmed | 1,409,793 | $70M | 1.0% | 2026-Q1 |
| Optimus Prime Fund Management Co., Ltd. | 1,224,200 | $61M | 0.9% | 2026-Q1 |
| UBS Group AG added | 1,140,315 | $57M | 0.8% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 1,118,704 | $56M | 0.8% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,055,798 | $53M | 0.8% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 948,382 | $47M | 0.7% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 900,017 | $45M | 0.7% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 850,872 | $43M | 0.6% | 2026-Q1 |
| MORGAN STANLEY added | 842,028 | $42M | 0.6% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 770,950 | $39M | 0.6% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 752,434 | $38M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 715,029 | $36M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 697,402 | $35M | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 696,471 | $35M | 0.5% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 661,445 | $33M | 0.5% | 2026-Q1 |
| Philosophy Capital Management LLC added | 635,010 | $32M | 0.5% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 628,679 | $31M | 0.5% | 2026-Q1 |
| No Street GP LP added | 600,000 | $30M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 587,663 | $29M | 0.4% | 2026-Q1 |
| SG Americas Securities, LLC added | 548,722 | $27M | 0.4% | 2026-Q1 |
| Defiance ETFs, LLC added | 533,462 | $27M | 0.4% | 2026-Q1 |
| Penserra Capital Management LLC added | 533,462 | $27M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 539,243 | $27M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 520,094 | $26M | 0.4% | 2026-Q1 |
| FMR LLC trimmed | 515,336 | $26M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 510,210 | $26M | 0.4% | 2026-Q1 |
| Legal & General Group Plc added | 510,058 | $25M | 0.4% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 509,592 | $25M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 507,190 | $25M | 0.4% | 2026-Q1 |
| MIROVA new | 479,093 | $24M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 468,884 | $23M | 0.3% | 2026-Q1 |
| Clearline Capital LP added | 441,247 | $22M | 0.3% | 2026-Q1 |
| OSSIAM added | 403,795 | $20M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 399,603 | $20M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 393,885 | $20M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 371,756 | $19M | 0.3% | 2026-Q1 |
| ING GROEP NV trimmed | 356,400 | $18M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 321,363 | $16M | 0.2% | 2026-Q1 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP added | 312,312 | $16M | 0.2% | 2026-Q1 |
| Amundi added | 296,604 | $15M | 0.2% | 2026-Q1 |
| Verition Fund Management LLC added | 285,130 | $14M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 262,702 | $13M | 0.2% | 2026-Q1 |
| Daventry Group, LP trimmed | 248,037 | $12M | 0.2% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 239,434 | $12M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 234,651 | $12M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 229,570 | $11M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 220,981 | $11M | 0.2% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC trimmed | 211,888 | $11M | 0.2% | 2026-Q1 |
| Pamplona Capital Management, LLC | 210,600 | $11M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 203,668 | $10M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 202,921 | $10M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 10,013,704 | $755M | 11.2% | 2025-Q4 stale |
| BAILLIE GIFFORD & CO trimmed | 7,843,557 | $699M | 10.3% | 2025-Q1 stale |
| RGM Capital, LLC added | 1,710,069 | $129M | 1.9% | 2025-Q4 stale |
| TIGER GLOBAL MANAGEMENT LLC | 1,690,700 | $128M | 1.9% | 2025-Q4 stale |
| Polar Capital Holdings Plc added | 1,391,334 | $124M | 1.8% | 2025-Q1 stale |
| SOMA EQUITY PARTNERS LP added | 1,386,473 | $105M | 1.5% | 2025-Q4 stale |
| Temasek Holdings (Private) Ltd added | 1,294,465 | $98M | 1.4% | 2025-Q4 stale |
| Driehaus Capital Management LLC added | 880,454 | $78M | 1.2% | 2025-Q1 stale |
| Capital Research Global Investors added | 833,950 | $70M | 1.0% | 2025-Q3 stale |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 727,763 | $55M | 0.8% | 2025-Q4 stale |
| CADIAN CAPITAL MANAGEMENT, LP trimmed | 583,463 | $49M | 0.7% | 2025-Q2 stale |
| Thematics Asset Management added | 523,283 | $44M | 0.7% | 2025-Q3 stale |
| Atreides Management, LP trimmed | 493,598 | $44M | 0.7% | 2025-Q1 stale |
| Artisan Partners Limited Partnership trimmed | 515,392 | $43M | 0.6% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP trimmed | 409,400 | $31M | 0.5% | 2025-Q4 stale |
| Styrax Capital, LP added | 394,225 | $30M | 0.4% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 324,144 | $27M | 0.4% | 2025-Q3 stale |
| LBP AM SA trimmed | 346,319 | $26M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 297,724 | $25M | 0.4% | 2025-Q3 stale |
| Fiera Capital Corp trimmed | 297,356 | $25M | 0.4% | 2025-Q3 stale |
| Advent International, L.P. added | 262,436 | $23M | 0.3% | 2025-Q1 stale |
| Tredje AP-fonden added | 249,308 | $21M | 0.3% | 2025-Q3 stale |
| Ardmore Road Asset Management LP added | 210,000 | $19M | 0.3% | 2025-Q1 stale |
| TUDOR INVESTMENT CORP ET AL trimmed | 241,435 | $18M | 0.3% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 202,350 | $17M | 0.3% | 2025-Q3 stale |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC added | 200,000 | $17M | 0.2% | 2025-Q3 stale |
| FRANKLIN RESOURCES INC trimmed | 199,715 | $17M | 0.2% | 2025-Q2 stale |
| TWINBEECH CAPITAL LP added | 185,811 | $16M | 0.2% | 2025-Q2 stale |
| Shannon River Fund Management LLC trimmed | 184,355 | $16M | 0.2% | 2025-Q2 stale |
| Nishkama Capital, LLC added | 178,315 | $15M | 0.2% | 2025-Q3 stale |
| J. Safra Sarasin Holding AG added | 189,138 | $14M | 0.2% | 2025-Q4 stale |
| PRUDENTIAL FINANCIAL INC trimmed | 176,803 | $13M | 0.2% | 2025-Q4 stale |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 139,717 | $12M | 0.2% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.