Elastic N.V.
ESTC
Jodie situation report
Elastic N.V.'s move is spreading beyond its market group.
ESTC accounts for 4.3% of the group's measured movement across 9.2 effective names. raw member direction is mixed; 10 of 12 session-normalized paths align to the upside. Capital-flow agreement is 7%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
CLBT, GTLB moved materially before ESTC. ESTC crossed its material path threshold at 10:05 ET, 25 minutes after the first measured mover. NTSK, PATH, PANW followed.
- Revenue increased 17.3% versus the comparable filing period.
10 of 21 members in Payment Software are active. 1 of 8 disclosed connections are confirming.
- At least 14 of 21 durable members become active together.
- Capital-flow agreement rises above 55%.
- RPD remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 7 of 21 members or fewer.
Who this business touches
The relationships behind ESTC
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
CSCOCisco Systems, Inc.supplierJun 8, 2026 ▾
“For Elastic Observability: software vendors with specific observability solutions, such as AppDynamics and Splunk (each owned by Cisco Systems), Datadog, Dynatrace, and New Relic.”
DDOGDatadog, Inc.supplierJun 8, 2026 ▾
“For Elastic Observability: software vendors with specific observability solutions, such as AppDynamics and Splunk (each owned by Cisco Systems), Datadog, Dynatrace, and New Relic.”
DTDynatrace, Inc.supplierJun 8, 2026 ▾
“For Elastic Observability: software vendors with specific observability solutions, such as AppDynamics and Splunk (each owned by Cisco Systems), Datadog, Dynatrace, and New Relic.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 11 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ESTC is currently a Participant in the organic co-movement group Payment Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.