Krilogy Financial
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Krilogy Financial’s Elastic ESTC Stock Holding History

Krilogy Financial’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 		$494K Sell
5,167
-181
-3% -$13.9K 0.01% 677
2026
Q2 		$305K Sell
5,348
-1,908
-26% -$102K 0.01% 813
2026
Q1 		$346K Sell
7,256
-7,941
-52% -$488K 0.01% 687
2025
Q4 		$1.14M Sell
15,197
-1,318
-8% -$108K 0.04% 324
2025
Q3 		$1.44M Buy
+16,515
New +$1.39M 0.05% 249

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AHT
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Robeco Schweiz
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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Krilogy Financial's ESTC Position: Q3 2026 in Review

Krilogy Financial reduced its Elastic (ESTC) stake by 3.4% in Q3 2026, selling an estimated $13.9K and leaving 5,167 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #677.

Krilogy Financial first reported a position in ESTC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.44M in Q3 2025. 64 funds tracked by Wall St. Rank hold ESTC as of Q3 2026.

  • Krilogy Financial held 5,167 shares of Elastic worth $494K as of Q3 2026.
  • Krilogy Financial sold 181 Elastic shares in Q3 2026, an estimated $13.9K.
  • Elastic made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #677 holding.
  • Krilogy Financial first reported a position in Elastic in Q3 2025 and has held it in 5 quarters since.
  • Krilogy Financial's Elastic position peaked at $1.44M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Elastic as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.