CWM
ESTC icon

Congress Wealth Management’s Elastic ESTC Stock Holding History

Congress Wealth Management’s Portfolio ESTC Stock Details ESTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.51M Buy
29,794
+2,224
+8% +$188K 0.02% 520
2025
Q1 		$2.46M Buy
+27,570
New +$2.86M 0.03% 451

Other funds holding ESTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Congress Wealth Management's ESTC Position: Q2 2025 in Review

Congress Wealth Management increased its Elastic (ESTC) stake by 8.1% in Q2 2025, buying an estimated $188K and bringing the position to 29,794 shares worth $2.51M. The position accounts for 0.02% of the portfolio, ranked #520.

Congress Wealth Management first reported a position in ESTC in Q1 2025 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold ESTC as of Q2 2025.

  • Congress Wealth Management held 29,794 shares of Elastic worth $2.51M as of Q2 2025.
  • Congress Wealth Management bought 2,224 Elastic shares in Q2 2025, an estimated $188K.
  • Elastic made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #520 holding.
  • Congress Wealth Management first reported a position in Elastic in Q1 2025 and has held it in 2 quarters since.
  • 446 funds tracked by Wall St. Rank held Elastic as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.