Elastic N.V. SEC Filings

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.

Elastic N.V. officer Jane E. Bone, who serves as GVP & CAO, reported selling 1,187 ordinary shares on January 9, 2026. The sale was reported at a price of $80.3149 per share. After this transaction, she beneficially owned 43,171 ordinary shares, held directly. This filing reflects a single non-derivative share sale and provides updated information on her ownership position in Elastic N.V.

A shareholder filed a notice to sell 1,187 shares of common stock on or about 01/09/2026 under Rule 144. The planned sale, with an aggregate market value of 95,333.79, is to be executed through Morgan Stanley Smith Barney LLC on the NYSE.

The shares to be sold were acquired as restricted stock from the issuer on several dates in 2024. Over the past three months, the same seller, Jane Bone, has already sold 2,408 shares for 180,708.60 on 12/09/2025 and 1,250 shares for 109,025.00 on 10/13/2025. The notice includes a representation that the seller is not aware of undisclosed material adverse information about the issuer.

Elastic N.V.’s chief executive officer and director reported selling a total of 5,000 ordinary shares on December 15, 2025 in open-market transactions made under a pre-established Rule 10b5-1 trading plan.

The sales were executed in three tranches at reported weighted average prices of $74.07 and $75.29 per share, and a separate sale at $76.17 per share. Following these transactions, the reporting person beneficially owned 426,901 ordinary shares.