Optimize Financial’s Elastic ESTC Stock Holding History

Optimize 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
2025 Q1	–	Sell	-2,814	Closed	-$279K	–	245
2024 Q4	$279K	Buy	+2,814	New	+$260K	0.21%	147

Other funds holding ESTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Optimize Financial's ESTC Position: Q1 2025 in Review

Optimize Financial sold out of Elastic (ESTC) in Q1 2025, closing a stake of 2,814 shares — an estimated $279K sold.

Optimize Financial first reported a position in ESTC in Q4 2024 and held it in 1 quarter. The position peaked at $279K in Q4 2024. 432 funds tracked by Wall St. Rank hold ESTC as of Q1 2025.

Optimize Financial reported no remaining Elastic position as of Q1 2025 after selling out during the quarter.
Optimize Financial sold 2,814 Elastic shares in Q1 2025, an estimated $279K.
Optimize Financial first reported a position in Elastic in Q4 2024 and held it in 1 quarter.
Optimize Financial's Elastic position peaked at $279K in Q4 2024.
432 funds tracked by Wall St. Rank held Elastic as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.