SEC 13F Intelligence

Source Financial Advisors LLC / ESTC

Source Financial Advisors LLC’s Elastic N V Position

Does Source Financial Advisors LLC own Elastic N V (ESTC)? Yes72.1K shares worth $6M (+1.64% of its 13F portfolio) as of Q3 2024.

Position Value
$6M
Q3 2024
Shares
72.1K
% of Portfolio
+1.64%
Quarters Held
16
currently held

Position History ESTC

Reported value by quarter
Q4 ’20: $11MQ4 ’20Q1 ’21: $9MQ2 ’21: $11MQ2 ’21Q3 ’21: $12MQ4 ’21: $10MQ4 ’21Q1 ’22: $7MQ2 ’22: $5MQ2 ’22Q3 ’22: $6MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $5MQ2 ’23Q3 ’23: $6MQ4 ’23: $8MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ2 ’24Q3 ’24: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202472.1K$6M+1.64%
Q2 202472.1K$8M+2.53%
Q1 202472.1K$7M+2.19%
Q4 202372.1K$8M+2.52%
Q3 202372.1K$6M+1.98%
Q2 202375.2K$5M+1.58%
Q1 202375.2K$4M+1.46%
Q4 202275.2K$4M+1.45%
Q3 202277.9K$6M+2.21%
Q2 202277.9K$5M+2.07%
Q1 202277.9K$7M+2.04%
Q4 202177.9K$10M+2.59%
Q3 202177.9K$12M+3.01%
Q2 202177.9K$11M+2.92%
Q1 202177.9K$9M+2.31%
Q4 202077.9K$11M+3.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Source Financial Advisors LLC’s full portfolio or all institutional holders of ESTC.