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Kaizen Financial Strategies’s Elastic ESTC Stock Holding History

Kaizen Financial Strategies’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
2026
Q3 		$268K Buy
+2,923
New +$224K 0.11% 142

Other funds holding ESTC

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Kaizen Financial Strategies's ESTC Position: Q3 2026 in Review

Kaizen Financial Strategies opened a new position in Elastic (ESTC) in Q3 2026: 2,923 shares worth $268K. The stake represents 0.11% of the portfolio and ranks #142 among its holdings.

14 funds tracked by Wall St. Rank hold ESTC as of Q3 2026.

  • Kaizen Financial Strategies held 2,923 shares of Elastic worth $268K as of Q3 2026.
  • Elastic was a new Kaizen Financial Strategies position in Q3 2026.
  • Elastic made up 0.11% of Kaizen Financial Strategies's portfolio in Q3 2026, its #142 holding.
  • 14 funds tracked by Wall St. Rank held Elastic as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.