Root Financial Partners
ESTC icon

Root Financial Partners’s Elastic ESTC Stock Holding History

Root Financial Partners’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 		$116K Buy
+1,262
New +$96.9K ﹤0.01% 667
2026
Q2 		– Sell
-923
Closed -$46.1K – 1282
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Root Financial Partners's ESTC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Elastic (ESTC) in Q3 2026: 1,262 shares worth $116K. The stake represents ﹤0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ESTC as recently as Q1 2026.

Root Financial Partners first reported a position in ESTC in Q3 2025 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold ESTC as of Q3 2026.

  • Root Financial Partners held 1,262 shares of Elastic worth $116K as of Q3 2026.
  • Elastic was a new Root Financial Partners position in Q3 2026.
  • Elastic made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #667 holding.
  • Root Financial Partners first reported a position in Elastic in Q3 2025 and has held it in 4 quarters since.
  • 328 funds tracked by Wall St. Rank held Elastic as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.