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.
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. 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.
Ashutosh K Kulkarni filed a notice under Rule 144 to sell 5,000 shares of common stock through Morgan Stanley Smith Barney on the NYSE, with an approximate sale date of 12/15/2025 and an aggregate market value of $372,989.50.
The shares were acquired as restricted stock from the issuer on 12/08/2025. The filing notes that 105,372,800 shares of this class are outstanding. It also discloses that the same seller disposed of 20,413 common shares on 12/09/2025 for gross proceeds of $1,531,894.81 during the past three months.
By signing, the seller represents that he is not aware of any material adverse, nonpublic information about the issuer’s current or prospective operations.
Elastic N.V.’s Chief Financial Officer reported a planned sale of company stock. On December 10, 2025, the CFO sold 1,046 ordinary shares of Elastic at a price of $74.51 per share, using a sell order coded as a disposition of shares. After this transaction, the executive directly beneficially owned 123,874 ordinary shares of Elastic.
The trade was carried out under a pre-arranged Rule 10b5-1 trading plan, which the reporting person adopted on July 7, 2025. Such plans are designed to allow insiders to sell shares according to a preset schedule, helping separate personal trading decisions from day-to-day company developments.
Elastic N.V. reported that its Chief Financial Officer filed a Form 4 disclosing an automatic, tax-related share sale. On 12/09/2025, the CFO sold 4,327 ordinary shares of Elastic at a price of $75.05 per share, as shown in Table I.
The filing explains that these shares were sold solely to satisfy tax withholding obligations triggered by the vesting of restricted stock units under Elastic’s equity incentive plan, using a mandated “sell to cover” mechanism. After this transaction, the CFO directly beneficially owned 124,920 ordinary shares of Elastic.
Elastic N.V. reported insider equity activity by its GVP & CAO on Form 4. On 12/08/2025, the officer acquired 9,133 ordinary shares through restricted stock units at a price of $0, increasing beneficial ownership to 46,766 shares. On 12/09/2025, 2,408 ordinary shares were sold at $75.05 per share, leaving 44,358 shares beneficially owned directly.
The RSUs representing the 9,133 ordinary shares vest in sixteen equal quarterly installments beginning on March 8, 2026. The company states that the 2,408 shares were sold to satisfy tax withholding obligations under its equity incentive plan through a required “sell to cover” transaction, and that this sale did not represent a discretionary trade by the reporting person.