Is Elastic N.V. (ESTC) A Good Stock To Buy Now?
Is ESTC a good stock to buy now? We came across a bullish thesis on Elastic N.V. on The Investing Ledger’s Substack. In this article, we will summarize the bulls’ thesis on ESTC.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 7,545,081 | $569,200,909 | +154% | 0.3% |
| 2. | Point72 Asset Management Steve Cohen | 2,841,365 | $214,352,576 | +236% | 0.24% |
| 3. | D E Shaw D. E. Shaw | 1,989,476 | $150,086,069 | +8% | 0.08% |
| 4. | RGM Capital Robert G. Moses | 1,710,069 | $129,007,605 | +3% | 6.26% |
| 5. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 1,690,700 | $127,546,408 | 0.43% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $71.04 | 4,000 | $284,160.00 | 37,956 | 2025-12-01 | Filing | |
| $71.01 | 5,000 | $355,050.00 | 33,956 | 2025-12-01 | Filing | |
| $71.02 | 1,000 | $71,020.00 | 28,956 | 2025-12-01 | Filing | |
| $74.25 | 20,000 | $1,484,968.00 | 22,627 | 2024-09-03 | Filing | |
| $106.69 | 2,000 | $213,370.60 | 6,487 | 2021-03-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $52.28 | 17,756 | $928,283.68 | 409,145 | 2026-03-09 | Filing | |
| $52.28 | 3,240 | $169,387.20 | 120,634 | 2026-03-09 | Filing | |
| $52.28 | 3,989 | $208,544.92 | 85,335 | 2026-03-09 | Filing | |
| $52.28 | 4,310 | $225,326.80 | 222,728 | 2026-03-09 | Filing | |
| $52.28 | 3,723 | $194,638.44 | 152,563 | 2026-03-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,153,120 | $765,951,373 | 0.01% | |
| 2. | 6,774,883 | $511,097,191 | 0.01% | |
| 3. | 4,534,498 | $342,126,530 | 0.33% | |
| 4. | 3,628,748 | $273,752,749 | 0.2% | |
| 5. | 1,724,508 | $130,124,102 | 0.01% |