Elastic N.V. filings document a Netherlands-based public software company with ordinary shares listed under ESTC and a distributed operating structure. Recent 8-K reports furnish quarterly financial results and record material events involving board actions, executive compensation arrangements, shareholder votes, and share repurchase authorization.
The company's proxy materials and annual-meeting filings describe director elections, voting results, executive and director compensation, equity awards, governance proposals, and the treatment of ordinary shares and treasury shares. These disclosures frame Elastic's capital structure, board oversight, incentive plans, shareholder approval matters, and recurring financial reporting for its search AI, observability, and security software business.
Elastic N.V. (ESTC) is the issuer for a planned resale of common stock under Rule 144 by STICHTING RNYB. The notice covers 165,171 common shares held through Morgan Stanley Smith Barney LLC, to be sold on the NYSE. The shares trace to a gift from an affiliate dated July 23, 2023, with original acquisition reported as September 24, 2012.
STICHTING RNYB also reports that, in the prior three months, it sold 200,000 shares of Elastic common stock on August 31, 2026 for an aggregate $19,292,580.00, and 111,127 shares on September 1, 2026 for an aggregate $10,289,971.26.
Pictet Asset Management has filed an amended Schedule 13D regarding its position in Elastic N.V. (ESTC), reporting beneficial ownership of 5,249,555 common shares, equal to 4.99% of the outstanding common stock, held on a discretionary basis for its institutional clients.
Pictet reports sole voting power over 5,233,034 shares and sole dispositive power over 5,249,555 shares. The shares were acquired for an aggregate purchase cost of approximately $393.6 million, using client assets without financing or borrowing. Pictet describes the holding as part of its investment strategy, including engagement with Elastic’s board and management on governance, strategy, financial performance and financially material sustainability risks, but states it has no current plans to seek control of Elastic, while reserving the right to change its intentions. Pictet holds only direct stock positions and reports no derivatives or option positions in ESTC.
Elastic N.V. (ESTC) received a Rule 144 notice from STICHTING RNYB, identified as an affiliate, covering a planned sale of 111,127 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE. The shares were reported as acquired on July 23, 2023 as a "Gift from Affiliate".
The notice also reports that during the prior three months, STICHTING RNYB sold 200,000 shares of Elastic N.V. common stock for aggregate proceeds of $19,292,580.00. The form is signed by Shay Banon on September 1, 2026.
Elastic N.V. (ESTC) reported that officer Jane Bone filed a notice of proposed sale of company common stock under Rule 144. The notice identifies 4,176 shares of common stock held in an account at Morgan Stanley Smith Barney LLC. It lists three blocks of restricted stock (1,545 shares dated 12/08/2024, 1,082 shares dated 03/08/2025, and 1,549 shares dated 06/08/2025) as securities to be sold. The filing also reports that 1,104 shares of common stock were sold in the past three months for $66,910.46.
Elastic N.V. (ESTC) received a Rule 144 notice from officer Carolyn Beth Herzog covering a proposed sale of 10,000 shares of common stock through Morgan Stanley Smith Barney, with an indicated value of $936,691.00, to be sold on or after 09/01/2026 on the NYSE. The shares relate to vested equity awards, including restricted stock and performance shares granted on several dates. Herzog also reports having sold 9,485 shares of common stock for $574,859.78 on 06/09/2026 within the prior three months.
Elastic N.V. (ESTC) has a notice under Rule 144 indicating a potential sale of common shares for the account of STICHTING RNYB, identified as an affiliate. The filing lists 200,000 common shares to be transacted through Morgan Stanley Smith Barney LLC on the NYSE, with an associated date of August 31, 2026. The securities were reported as acquired as a "Gift from Affiliate"July 23, 2023. No sales of these securities are reported as having occurred during the past three months. The notice is signed by Shay Banon.
Elastic N.V. (ESTC) is convening its Annual General Meeting of Shareholders on October 15, 2026 at 5:00 PM CEST in Amsterdam. Shareholders as of the September 17, 2026 record date may vote on 11 proposals covering board composition, financial statements, auditors, capital authorities, and executive pay.
Shareholders are asked to appoint or reappoint three non-executive directors (Paul Auvil, Alison Gleeson, and new nominee Julia Liuson) to terms expiring in 2029 and to adopt the Dutch statutory annual accounts for fiscal 2026. They will also vote on appointing PricewaterhouseCoopers Accountants N.V. as Dutch statutory auditor and ratifying PricewaterhouseCoopers LLP as independent registered public accounting firm for fiscal 2027.
Additional items include granting discharge from liability to executive and non-executive directors for fiscal 2026, authorizing the board to issue and repurchase ordinary shares and to restrict or exclude pre-emptive rights, and holding non-binding advisory votes on the compensation of named executive officers and on the frequency of future say‑on‑pay votes. The board unanimously recommends voting FOR all proposals and “ONE YEAR” for the say‑on‑pay frequency.
Elastic N.V. (ESTC) reported revenue of $478.1 million for the three months ended July 31, 2026, up 15% from $415.3 million a year earlier. Subscription revenue was $448.7 million, also up 15%, with Elastic Cloud reaching $235.2 million and Annual Elastic Cloud growing 27% year over year.
Gross margin declined to 74% from 77% as cloud usage and related hosting costs increased. Operating expenses rose to $379.8 million, including $19.9 million of restructuring charges from a plan to reduce the workforce by about 7%. Net loss improved to $16.7 million from $24.6 million.
Operating cash flow was strong at $132.0 million, up from $104.8 million, and cash, cash equivalents, and restricted cash totaled $881.8 million at quarter end. Remaining performance obligations were $1.854 billion, with about 62% expected to be recognized as revenue in the next 12 months. Elastic repurchased 804,601 shares for $40.0 million, with $120.0 million still available under its buyback program, and later agreed to acquire Deductive AI, Inc. for approximately $70 million.
Elastic N.V. (ESTC) reported board changes and related governance steps. On August 24, 2026, non-executive director Caryn Marooney notified the board she will not stand for re-appointment when her term ends at the annual general shareholders meeting in October 2026, and the company stated this decision is not due to any disagreement with Elastic or its board.
On August 26, 2026, the board nominated Julia Liuson, former President of Microsoft’s Developer Division, to stand for appointment as a non-executive director at the 2026 AGM, subject to shareholder vote under Dutch law. If elected, she will also join the Compensation Committee. Elastic furnished a press release on August 27, 2026 and plans to file a proxy statement for the 2026 AGM, including the director election.