Among active 13F managers last quarter, 3 opened and 32 added, while 21 reduced; the largest holder to move was AQR Capital Management LLC (+0.1%). Over the last 180 days, 7 insiders sold and none bought, a net -$98.0M in open-market trades.
The legs disagree, or only one of them leans.
328 tracked 13F filers disclose a position in ESTC as of the latest SEC 13F filings, a combined $4.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AQR Capital Management LLC | 7.6M | $377.5M | ▲+0.1% Added · +7K sh | Q1 2026 | |
| 2 | Pictet Asset Management Holding SA | 6.5M | $324.5M | ▲+43% Added · +2.0M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | 6.4M | $363.5M | ▼−7.8% Reduced · −536K sh | Q2 2026 | |
| 4 | Vanguard Portfolio Management LLC | 5.9M | $337.3M | ▲+7.0% Added · +389K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 4.0M | $228.5M | ▼−1.4% Reduced · −59K sh | Q2 2026 | |
| 6 | D. E. Shaw & Co., Inc. | 3.5M | $173.1M | ▲+74% Added · +1.5M sh | Q1 2026 | |
| 7 | FIL Ltd | 3.4M | $168.9M | ▼−6.9% Reduced · −251K sh | Q1 2026 | |
| 8 | First Trust Advisors LP | 2.6M | $131.4M | ▲+516% Added · +2.2M sh | Q1 2026 | |
| 9 | Alyeska Investment Group, L.P. | 2.5M | $140.8M | ▲+4.7% Added · +111K sh | Q2 2026 | |
| 10 | Federated Hermes, Inc. | 2.0M | $99.6M | ▲+92% Added · +954K sh | Q1 2026 | |
| 11 | Millennium Management LLC | 1.8M | $90.7M | ▲+67% Added · +727K sh | Q1 2026 | |
| 12 | Geode Capital Management, LLC | 1.7M | $94.3M | ▼−6.3% Reduced · −112K sh | Q2 2026 | |
| 13 | State Street Corp | 1.6M | $93.7M | ▲+0.1% Added · +2K sh | Q2 2026 | |
| 14 | Optimus Prime Fund Management Co., Ltd. | 1.2M | $69.8M | —Held | Q2 2026 | |
| 15 | Goldentree Asset Management LP | 1.2M | $65.8M | ▼−19% Reduced · −273K sh | Q2 2026 | |
| 16 | UBS Group AG | 1.1M | $57.0M | ▲+11% Added · +118K sh | Q1 2026 | |
| 17 | BNP Paribas Financial Markets | 1.1M | $52.8M | ▲+153% Added · +639K sh | Q1 2026 | |
| 18 | Connor, Clark & Lunn Investment Management Ltd. | 1.0M | $59.3M | ▲+22% Added · +189K sh | Q2 2026 | |
| 19 | Balyasny Asset Management L.P. | 948K | $47.4M | ▲+387% Added · +754K sh | Q1 2026 | |
| 20 | Bank Of Nova Scotia | 878K | $50.0M | ▲+17% Added · +125K sh | Q2 2026 | |
| 21 | Morgan Stanley | 842K | $42.1M | ▲+24% Added · +163K sh | Q1 2026 | |
| 22 | Voya Investment Management LLC | 771K | $38.5M | ▼−40% Reduced · −509K sh | Q1 2026 | |
| 23 | FMR LLC | 737K | $42.0M | ▲+36% Added · +194K sh | Q2 2026 | |
| 24 | Charles Schwab Investment Management Inc | 715K | $35.7M | ▲+3.3% Added · +23K sh | Q1 2026 | |
| 25 | Bank Of America Corp | 697K | $34.9M | ▼−33% Reduced · −348K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in ESTC and 32 added to an existing one, while 21 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 181 funds | $231.9B |
| Amazon.com IncAMZN | 181 funds | $182.7B |
| Nvidia CorpNVDA | 178 funds | $359.4B |
| Meta Platforms Inc-Class AMETA | 175 funds | $98.1B |
| Micron Technology IncMU | 174 funds | $51.3B |
| Eli Lilly & CoLLY | 173 funds | $69.1B |
| Alphabet Inc-CL AGOOGL | 172 funds | $157.1B |
| JPMorgan Chase & CoJPM | 172 funds | $52.5B |
| Apple IncAAPL | 169 funds | $254.9B |
| Broadcom IncAVGO | 169 funds | $140.0B |
| Lam Research CorpLRCX | 168 funds | $40.9B |
| Oracle CorpORCL | 168 funds | $22.1B |
Ranked by how many of ESTC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ESTC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 10, 2026 | Banon Shay | Chief Technology Officer, Director | Sell (S) 2 lots, same day | 6K | $528K |
| Sep 9, 2026 | Banon Shay | Chief Technology Officer, Director | Sell (S) 4 lots, same day | 156K | $13.5M |
| Sep 9, 2026 | Welihinda Navam | Chief Financial Officer | Sell (S) | 9K | $787K |
| Sep 9, 2026 | Dodds Mark Eugene | Chief Revenue Officer | Sell (S) | 10K | $849K |
| Sep 9, 2026 | Herzog Carolyn | Chief Legal Officer | Sell (S) | 5K | $481K |
| Sep 9, 2026 | Bone Jane E | GVP & CAO | Sell (S) | 2K | $135K |
| Sep 9, 2026 | Kulkarni Ashutosh | Chief Executive Officer, Director | Sell (S) | 29K | $2.6M |
| Sep 4, 2026 | Banon Shay | Chief Technology Officer, Director | Sell (S) 4 lots, same day | 81K | $7.5M |
| Sep 3, 2026 | Banon Shay | Chief Technology Officer, Director | Sell (S) 6 lots, same day | 204K | $19.2M |
| Sep 2, 2026 | Banon Shay | Chief Technology Officer, Director | Sell (S) 3 lots, same day | 165K | $14.9M |
| Sep 1, 2026 | Banon Shay | Chief Technology Officer, Director | Sell (S) 2 lots, same day | 111K | $10.3M |
| Sep 1, 2026 | Herzog Carolyn | Chief Legal Officer | Sell (S) | 10K | $937K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 52 | 41 | – |
Insiders Form 4 open-market | 0 | 7 | -$98.0M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for ESTC
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ESTC/capital-change-brief"
Use Arkolith's capital_change_brief for ESTC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ESTC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.