Kaufman Rossin Wealth’s Elastic ESTC Stock Holding History

Kaufman Rossin Wealth’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 Q1	–	Sell	-4,828	Closed	-$364K	–	128
2025 Q4	$364K	Buy	4,828 +2,129	+79%	+$174K	0.19%	79
2025 Q3	$228K	Buy	+2,699	New	+$227K	0.12%	132
2025 Q2	–	Sell	-2,446	Closed	-$218K	–	163
2025 Q1	$218K	Buy	+2,446	New	+$254K	0.16%	130

Other funds holding ESTC

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

FGP

Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Kaufman Rossin Wealth's ESTC Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Elastic (ESTC) in Q1 2026, closing a stake of 4,828 shares — an estimated $364K sold.

Kaufman Rossin Wealth first reported a position in ESTC in Q1 2025 and held it in 3 quarters. The position peaked at $364K in Q4 2025. 372 funds tracked by Wall St. Rank hold ESTC as of Q1 2026.

Kaufman Rossin Wealth reported no remaining Elastic position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 4,828 Elastic shares in Q1 2026, an estimated $364K.
Kaufman Rossin Wealth first reported a position in Elastic in Q1 2025 and held it in 3 quarters.
Kaufman Rossin Wealth's Elastic position peaked at $364K in Q4 2025.
372 funds tracked by Wall St. Rank held Elastic as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.