Phoenix Financial’s Elastic ESTC Stock Holding History

Phoenix 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 Q4	–	Sell	-6,290	Closed	-$532K	–	479
2025 Q3	$532K	Buy	+6,290	New	+$530K	0.01%	288

Other funds holding ESTC

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $129B AUM 30.83% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Phoenix Financial's ESTC Position: Q4 2025 in Review

Phoenix Financial sold out of Elastic (ESTC) in Q4 2025, closing a stake of 6,290 shares — an estimated $532K sold.

Phoenix Financial first reported a position in ESTC in Q3 2025 and held it in 1 quarter. The position peaked at $532K in Q3 2025. 444 funds tracked by Wall St. Rank hold ESTC as of Q4 2025.

Phoenix Financial reported no remaining Elastic position as of Q4 2025 after selling out during the quarter.
Phoenix Financial sold 6,290 Elastic shares in Q4 2025, an estimated $532K.
Phoenix Financial first reported a position in Elastic in Q3 2025 and held it in 1 quarter.
Phoenix Financial's Elastic position peaked at $532K in Q3 2025.
444 funds tracked by Wall St. Rank held Elastic as of Q4 2025.

Based on Phoenix Financial's 13F filing for Q4 2025, filed 5 Feb 2026.