Elastic N.V.
At today's price, Elastic N.V. (ESTC) is priced for +11.5% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Elastic sells the search and observability platform built on its open-source Elasticsearch engine, and the durable part of the story is the shift to consumption-priced Elastic Cloud, where as of April 30, 2025 the company served roughly 21,500 customers, up from about 21,000 a year earlier ⟦"As of April 30, 2025, we had approximately 21,500 customers compared to approximately 21,000 customers as of April 30,"⟧. • The biggest specific risk is structural: Elastic open-sources the core of its pro
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361 institutional managers reported holding ESTC in 13F filings for the quarter ended 2026-03-31. Together they hold about 84% of the company; the top 10 hold 45%. 48 opened new positions that quarter. Held by Vanguard Group, AQR Capital, BlackRock, among others. On the short side, 6.3M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (2.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ESTC's share count grew 14.6% over the past five years even with $340.09M spent on repurchases. It pays no dividend. Cash returned over the past three years: $340.09M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ESTC over the trailing three years: 2024: 1 buy totaling $1.49M; 2025: 3 buys totaling $710k. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ESTC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-17 | -0.7% | -9.6% |
| 2023-09-02 | +22.2% | -2.6% |
| 2023-12-02 | +38.4% | +13.1% |
| 2024-03-02 | -9.8% | -9.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ESTC's latest 8-K filings: 2026-06-24 (items 2.05, 5.02); 2026-05-28 (items 2.02, 9.01); 2026-02-26 (items 2.02, 9.01); 2025-11-20 (items 2.02, 9.01); 2025-10-15 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.