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Equibles

TWO SIGMA INVESTMENTS, LP

Position in ESTC — Elastic N.V.

CIK 1179392 NEW YORK, NY
Back to ESTC Full portfolio

Position in ESTC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$42,110,752
+$16,605,355 QoQ
Shares Held
738,526
+44.7% QoQ
Ownership
0.703%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#34
of 374 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in ESTC Over Time

Shares Held

Position Value (USD)

Derivatives in ESTC

reported options exposure · as of Dec 31, 2021
CallValue
$861,630
CallShares
7,000
PutValue
$1,021,647
PutShares
8,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $4,236,865,836 across 122 Software - Application names. ESTC ranks #21 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 INTU
Intuit Inc.
 2,161,507 $564,153,327
2 HUBS
Hubspot Inc
 1,819,744 $332,121,477
3 FIG
Figma, Inc.
 12,727,784 $230,245,612
4 ADBE
Adobe Inc.
 1,093,171 $224,121,918
5 TEAM
Atlassian Corp
 2,494,603 $194,055,167
6 U
Unity Software Inc.
 6,750,900 $192,940,722
7 DUOL
Duolingo, Inc.
 1,629,242 $187,395,414
8 PAYC
Paycom Software, Inc.
 1,400,923 $176,068,002

All Filings in ESTC

Export CSV
39 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $42,110,752 738,526
2026-03-31 $25,505,397 510,210
2025-12-31 $31,462,101 417,048
2025-09-30 $121,608,991 1,439,330
2025-06-30 $116,575,683 1,382,375
2025-03-31 $47,151,185 529,194
2024-12-31 $30,691,615 309,766
2024-09-30 $2,811,872 36,632
2024-06-30 $17,986,502 157,901
2024-03-31 $53,000,095 528,732
2023-12-31 $79,416,872 704,675
2023-09-30 $20,604,007 253,619
2023-06-30 $12,141,057 189,349
2023-03-31 $3,798,471 65,604
2022-12-31 $2,791,557 54,205
2022-06-30 $13,032,565 192,590
2022-03-31 $12,688,895 142,652
2021-12-31 $1,021,647 8,300
2021-12-31 $861,630 7,000
2021-09-30 $1,191,920 8,000
2021-09-30 $759,849 5,100
2021-09-30 $6,823,444 45,798
2021-06-30 $583,040 4,000
2021-06-30 $17,161,199 117,736
2021-06-30 $437,280 3,000
2021-03-31 $411,440 3,700
2021-03-31 $14,265,069 128,283
2021-03-31 $656,080 5,900
2020-12-31 $24,770,350 169,509
2020-12-31 $1,870,464 12,800
2020-12-31 $1,578,204 10,800
2020-09-30 $2,319,635 21,500
2020-09-30 $4,207,710 39,000
2020-09-30 $2,450,181 22,710
2020-06-30 $212,083 2,300
2020-06-30 $566,538 6,144
2020-06-30 $461,050 5,000
2020-03-31 $1,713,367 30,700
2020-03-31 $1,635,233 29,300