Independent Financial Group’s Elastic ESTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-6,050
Closed -$510K – 1382
2025
Q2
$510K Buy
6,050
+1,575
+35% +$133K 0.01% 773
2025
Q1
$399K Sell
4,475
-1,550
-26% -$161K 0.01% 801
2024
Q4
$597K Buy
+6,025
New +$557K 0.02% 631

Other funds holding ESTC

Independent Financial Group's ESTC Position: Q3 2025 in Review

Independent Financial Group sold out of Elastic (ESTC) in Q3 2025, closing a stake of 6,050 shares — an estimated $510K sold.

Independent Financial Group first reported a position in ESTC in Q4 2024 and held it in 3 quarters. The position peaked at $597K in Q4 2024. 438 funds tracked by Wall St. Rank hold ESTC as of Q3 2025.

  • Independent Financial Group reported no remaining Elastic position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 6,050 Elastic shares in Q3 2025, an estimated $510K.
  • Independent Financial Group first reported a position in Elastic in Q4 2024 and held it in 3 quarters.
  • Independent Financial Group's Elastic position peaked at $597K in Q4 2024.
  • 438 funds tracked by Wall St. Rank held Elastic as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.