Ownership breadth · 8 quarters
Breadth flatThe number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →
Smart money activity
Every tracked 13F move on ESTC — grouped by quarter, ranked by manager quality.
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.30% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.20% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.10% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.00% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.10% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.60% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.00% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.70% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.00% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.00% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Latest news
Recent headlines for ESTC — context for the moves above.
Who’s betting biggest on ESTC
Each bar is one manager’s position size in ESTC as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.
AI thesis
An AI-synthesised investment thesis for ESTC, based on the 13F data above. Generated on demand — not stored or pre-computed.
Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the -7 conviction score.
Related smart-money signals
The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.