ESTC β€” ELASTIC N V ORD SHS

Ownership history in Exane Asset Management  Β·  6 quarters on record

This page tracks every 13F SEC filing in which Exane Asset Management reported a position in ELASTIC N V ORD SHS (ESTC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.08% (2025 Q1)
πŸ“Š Avg. % of fund
0.91%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
6

Position Intelligence

Exane Asset Management Γ— ESTC AI Analytics

πŸ“‰ Exane Asset Management underperformed the S&P 500 by –13.3% annually on this ESTC position. Timing score: 40% (2/5 decisions correct). Average cost basis: $84.42. Maximum drawdown during holding period: –23.9%.

πŸ“ˆ Position Alpha vs SPY
-13.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 13.3% ann.
5 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct

πŸ’° Entry Quality
$84.42
-10.6% vs current ($75.44)

Best entry: $75.44 (2025 Q4)  Β·  Worst: $99.08 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–23.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

4 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.37% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ESTC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 19,702 +15,368 +354.6% 0.37% $1.7M $75.44
2025 Q3 REDUCED 4,334 -5,580 -56.3% 0.15% $430K $84.49
2025 Q2 REDUCED 9,914 -27,280 -73.3% 0.38% $981K $84.33
2025 Q1 ADDED 37,194 +9,490 +34.3% 2.08% $3.6M $89.10
2024 Q4 ADDED 27,704 +13,704 +97.9% 1.62% $2.8M $99.08
2024 Q3 INITIATED 14,000 β€” β€” 0.86% $1.1M $76.76
← Back to Exane Asset Management Holdings