Position in ESTC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,558,487
+$315,436 QoQ
Shares Held
44,870
0.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
3.42%
of 13F equity value
Holder Rank
#116
of 372 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Planned Solutions, Inc. holds $2,823,462 across 2 Software - Application names. ESTC ranks #1 (90.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESTC |
Elastic N.V.
This page
|
44,870 | $2,558,487 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
706 | $264,975 |
All Filings in ESTC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,558,487 | 44,870 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,243,051 | 44,870 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,384,992 | 44,870 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,791,066 | 44,870 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,783,887 | 44,870 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,997,917 | 44,870 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,317,128 | 53,665 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,201,842 | 54,740 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,235,433 | 54,740 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,487,137 | 54,740 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $6,169,198 | 54,740 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||