Root Financial Partners’s Elastic ESTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$46.1K Buy
923
+893
+2,977% +$54.9K ﹤0.01% 904
2025
Q4
$2.26K Buy
30
+12
+67% +$979 ﹤0.01% 1972
2025
Q3
$1.52K Buy
+18
New +$1.52K ﹤0.01% 2000

Other funds holding ESTC

Root Financial Partners's ESTC Position: Q1 2026 in Review

Root Financial Partners increased its Elastic (ESTC) stake by 2,977% in Q1 2026, buying an estimated $54.9K and bringing the position to 923 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Root Financial Partners first reported a position in ESTC in Q3 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold ESTC as of Q1 2026.

  • Root Financial Partners held 923 shares of Elastic worth $46.1K as of Q1 2026.
  • Root Financial Partners bought 893 Elastic shares in Q1 2026, an estimated $54.9K.
  • Elastic made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #904 holding.
  • Root Financial Partners first reported a position in Elastic in Q3 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held Elastic as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.