LECM
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Lead Edge Capital Management’s Elastic ESTC Stock Holding History

Lead Edge Capital Management’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
2023
Q3 		– Sell
-82,042
Closed -$5.26M – 11
2023
Q2 		$5.26M Sell
82,042
-889,424
-92% -$55.7M 1.62% 8
2023
Q1 		$53.1M Sell
971,466
-204,000
-17% -$11.6M 16.69% 3
2022
Q4 		$60.5M Buy
1,175,466
+392,755
+50% +$23.5M 20.93% 2
2022
Q3 		$56.2M Sell
782,711
-11,700
-1% -$931K 23.35% 1
2022
Q2 		$53.8M Buy
794,411
+388,571
+96% +$28.3M 14.92% 3
2022
Q1 		$36.1M Buy
+405,840
New +$36.3M 7.9% 7

Other funds holding ESTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Lead Edge Capital Management's ESTC Position: Q3 2023 in Review

Lead Edge Capital Management sold out of Elastic (ESTC) in Q3 2023, closing a stake of 82,042 shares — an estimated $5.26M sold.

Lead Edge Capital Management first reported a position in ESTC in Q1 2022 and held it in 6 quarters. The position peaked at $60.5M in Q4 2022. 312 funds tracked by Wall St. Rank hold ESTC as of Q3 2023.

  • Lead Edge Capital Management reported no remaining Elastic position as of Q3 2023 after selling out during the quarter.
  • Lead Edge Capital Management sold 82,042 Elastic shares in Q3 2023, an estimated $5.26M.
  • Lead Edge Capital Management first reported a position in Elastic in Q1 2022 and held it in 6 quarters.
  • Lead Edge Capital Management's Elastic position peaked at $60.5M in Q4 2022.
  • 312 funds tracked by Wall St. Rank held Elastic as of Q3 2023.

Based on Lead Edge Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.