Welcome to our dedicated page for Elastic N.V. SEC filings (Ticker: ESTC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Elastic N.V. (NYSE: ESTC), a Dutch public company that describes itself as the Search AI Company. Through these regulatory documents, investors can review how Elastic reports its financial performance, governance decisions, executive compensation, and material corporate events related to its search, AI, observability, and security business.
Key filings for Elastic include annual reports on Form 10-K and quarterly reports on Form 10-Q, which discuss the company’s Search AI Platform, risk factors, and financial results. Current reports on Form 8-K disclose specific events, such as quarterly earnings releases, the authorization of a share repurchase program, and performance-based equity awards for senior leadership tied to share price and total shareholder return. Other filings, including the definitive proxy statement on Schedule DEF 14A, detail board structure, voting proposals, and executive compensation policies.
Because Elastic is incorporated in the Netherlands and listed on the New York Stock Exchange, its filings also address Dutch statutory annual accounts and shareholder approvals, as seen in 8-K reports summarizing annual general meeting voting results. These documents provide insight into matters such as auditor appointments, authorizations to issue or repurchase ordinary shares, and advisory votes on executive pay.
On Stock Titan, Elastic’s SEC filings are updated in near real time as they are posted to the EDGAR system. AI-powered summaries help explain the contents of lengthy reports, highlighting sections that may be most relevant to ESTC shareholders, such as revenue trends, capital allocation decisions, and changes in governance or compensation structures. Users can quickly scan 8-Ks for new programs like share repurchases, review proxy materials for governance practices, and monitor how Elastic’s regulatory disclosures evolve alongside its search and AI strategy.
Elastic N.V. lists vesting of equity awards. The filing records a row for 887 ordinary shares and includes the date 03/09/2026. It also records a vesting event dated 03/08/2026 and a prior sale by Jane Bone of 1,187 ordinary shares on 01/09/2026.
Pictet Asset Management, a Swiss investment adviser, reports beneficial ownership of 6,412,736 shares of Elastic N.V. common stock, representing 6.2% of the company. It holds sole voting power over 6,397,478 shares and sole dispositive power over all 6,412,736 shares.
Pictet bought Elastic shares for approximately USD 489,255,713.20 using assets of its institutional clients, without leverage or borrowing. The firm describes the stake as part of its broader active-ownership strategy, engaging management on governance, long-term strategy, financial strength, valuation, and sustainability, while stating it has no current plans to seek control of Elastic.
Elastic N.V. reported solid growth for the quarter ended January 31, 2026, with total revenue rising to $449.9 million from $382.1 million a year earlier. Subscription revenue, which makes up 95% of the total, increased to $425.7 million, driven by Elastic Cloud and other subscription offerings.
The company generated quarterly net income of $7.8 million, compared with a net loss of $17.1 million in the prior-year quarter, although it still recorded a $68.1 million net loss for the nine‑month period. Operating cash flow remained strong at $174.2 million, and cash, cash equivalents, and restricted cash reached $740.9 million.
Elastic continued investing in AI and its Search AI Platform while completing two small technology acquisitions. It also returned capital to shareholders, repurchasing 3.77 million ordinary shares in the nine months for $300.0 million, with $200.0 million remaining under its authorization.
Elastic N.V. reported strong third quarter fiscal 2026 results, with total revenue of $450 million, up 18% year-over-year, or 16% in constant currency. Subscription revenue was $426 million, up 19%, and sales-led subscription revenue reached $376 million, up 21%.
GAAP operating income was $1 million with a 0% margin, while non-GAAP operating income was $83 million with an 18.6% margin. GAAP diluted earnings per share were $0.07, and non-GAAP diluted earnings per share were $0.73. Operating cash flow was $43 million and adjusted free cash flow was $54 million, with cash, cash equivalents, and marketable securities totaling $1.248 billion as of January 31, 2026.
The company continued to grow larger customers, with more than 1,660 customers above $100,000 in annual contract value and a net expansion rate of about 112%. During the quarter, Elastic repurchased roughly 2.4 million ordinary shares for about $186 million under its up to $500 million share repurchase program.
For the fourth quarter of fiscal 2026, Elastic expects revenue between $445 million and $447 million and non-GAAP diluted earnings per share between $0.55 and $0.57. For fiscal 2026, it guides to revenue of $1.734–$1.736 billion and non-GAAP diluted earnings per share of $2.50–$2.54, with a non-GAAP operating margin near 16.3%.
AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC reported a significant passive ownership position in Elastic N.V. They beneficially own 7,545,081 ordinary shares, representing 7.16% of the class as of 12/31/2025.
Both entities report shared voting and shared dispositive power over all of these shares, with no sole voting or dispositive authority. They certify the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Elastic.
Pictet Asset Management has filed a Schedule 13D disclosing beneficial ownership of 5,288,262 shares of Elastic N.V. common stock, representing 5.02% of the company. Pictet reports sole voting power over 5,274,370 of these shares and sole dispositive power over all 5,288,262 shares.
The shares were acquired on behalf of institutional clients managed on a discretionary basis, at an aggregate purchase cost of approximately USD 423,217,533, funded from client assets without borrowing. Pictet describes the holding as part of its broader investment strategy, focusing on issuers’ long-term strategy, governance, financial strength and financially material sustainability factors.
Pictet states it is actively engaging with Elastic’s leadership to promote practices aligned with these priorities and may seek to influence policies through dialogue, but it currently has no plans to change control of the company. Economic benefits from dividends and sale proceeds belong to its clients, while Pictet earns agreed management and performance fees.