Raging Capital Ventures on X
Bill.com was sold after a 50%+ rebound, while HubSpot and Workday positions are actively traded with calls and short puts. Small shorts target Adobe, ServiceNow, Atlassian, Sprinklr and Yext.
NYSE
Elastic N.V.
ESTC
1 article
$8.9B Market cap · 2026-08-20
Investor Letters
Letters that discuss ESTC.
- Greenhaven Road Capital Q1 2022 first quarter -26.5% APPS $1.3BESTC $8.9BKKR $96BPAR $804M
- Greenhaven Road Capital Q1 2021 first quarter +14.0% APPS $1.3BESTC $8.9BKKR $96BPAR $804M
