Dmitry Balyasny’s e.l.f. Beauty ELF Stock Holding History

Dmitry Balyasny’s Portfolio ELF Stock Details ELF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-50,000	Closed	-$6.62M	–	3203
2025 Q3	$6.62M	Buy	+50,000	New	+$6.17M	0.01%	1248
2025 Q2	–	Sell	-75,000	Closed	-$4.71M	–	2958
2025 Q1	$4.71M	Buy	75,000 +66,000	+733%	+$5.75M	0.01%	1277
2024 Q4	$1.13M	Sell	9,000 -48,000	-84%	-$5.76M	﹤0.01%	1898
2024 Q3	$6.21M	Buy	+57,000	New	+$8.94M	0.01%	1174
2023 Q2	–	Sell	-20,000	Closed	-$1.65M	–	2404
2023 Q1	$1.65M	Buy	+20,000	New	+$1.35M	﹤0.01%	1529

Other funds holding ELF

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dmitry Balyasny's ELF Position: Q1 2026 in Review

Dmitry Balyasny sold out of e.l.f. Beauty (ELF) in Q1 2026, closing a stake of 609,917 shares — an estimated $46.4M sold.

Dmitry Balyasny first reported a position in ELF in Q1 2017 and held it in 20 quarters. The position peaked at $86.3M in Q2 2025. 455 funds tracked by Wall St. Rank hold ELF as of Q1 2026.

Dmitry Balyasny reported no remaining e.l.f. Beauty position as of Q1 2026 after selling out during the quarter.
Dmitry Balyasny sold 609,917 e.l.f. Beauty shares in Q1 2026, an estimated $46.4M.
Dmitry Balyasny first reported a position in e.l.f. Beauty in Q1 2017 and held it in 20 quarters.
Dmitry Balyasny's e.l.f. Beauty position peaked at $86.3M in Q2 2025.
455 funds tracked by Wall St. Rank held e.l.f. Beauty as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.