E L F BEAUTY INC ELF
COM · Common Stock · CUSIP 26856L103 · ISIN US26856L1035
- SectorConsumer staples
- IndustryPerfumes, Cosmetics & Other Toilet Preparations
- HeadquartersOakland, CA
- Founded2004
- Websiteelfcosmetics.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.3m this quarter). Holder counts are more reliable. Shares outstanding: 59.4m as of 2026-05-14, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $60.52. Options: 24 managers hold calls ($142.7m notional), 21 hold puts ($141.5m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 223 |
| Q4 2022 | 284 |
| Q1 2023 | 334 |
| Q2 2023 | 392 |
| Q3 2023 | 410 |
| Q4 2023 | 438 |
| Q1 2024 | 517 |
| Q2 2024 | 576 |
| Q3 2024 | 493 |
| Q4 2024 | 534 |
| Q1 2025 | 433 |
| Q2 2025 | 502 |
| Q3 2025 | 503 |
| Q4 2025 | 462 |
| Q1 2026 | 457 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 322 | 261 |
| Q3 2024 | 294 | 317 |
| Q4 2024 | 267 | 259 |
| Q1 2025 | 239 | 304 |
| Q2 2025 | 301 | 230 |
| Q3 2025 | 252 | 251 |
| Q4 2025 | 216 | 287 |
| Q1 2026 | 244 | 221 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $690.8m | $772.1m | 1.12 |
| Q3 2025 | $670.7m | $783.9m | 1.17 |
| Q4 2025 | $305.2m | $328.6m | 1.08 |
| Q1 2026 | $142.7m | $141.5m | 0.99 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +1.9m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.2m |
| Ensign Peak Advisors, Inc | Added | +579.0k |
| Capital International Investors | Added | +360.5k |
| JUPITER ASSET MANAGEMENT LTD | New | +279.9k |
| Capital World Investors | Added | +274.1k |
| Squarepoint Ops LLC | New | +231.8k |
| Trexquant Investment LP | Added | +214.3k |
| Bridgewater Associates, LP | Added | +196.7k |
| BlackRock, Inc. | Added | +189.2k |
Biggest sellers
| Ilex Capital Partners (UK) LLP | Sold out | -1.3m |
| Swedbank AB | Reduced | -884.0k |
| Point72 Asset Management, L.P. | Sold out | -639.8k |
| Balyasny Asset Management L.P. | Sold out | -609.9k |
| ARMISTICE CAPITAL, LLC | Reduced | -602.6k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -509.2k |
| CITADEL ADVISORS LLC | Reduced | -394.3k |
| Baird Financial Group, Inc. | Sold out | -352.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -331.4k |
| MORGAN STANLEY | Reduced | -300.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $29.8m492.4k shares |
| CITADEL ADVISORS LLC | Reduced | $17.3m284.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $15.4m254.8k shares |
| IMC-Chicago, LLC | Reduced | $15.4m253.5k shares |
| JANE STREET GROUP, LLC | Reduced | $13.3m220.1k shares |
| BARCLAYS PLC | Unchanged | $9.1m150.0k shares |
| Squarepoint Ops LLC | Reduced | $8.6m141.6k shares |
| PEAK6 LLC | Added | $8.1m133.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $5.2m86.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.4m56.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $32.9m542.3k shares |
| CITADEL ADVISORS LLC | Reduced | $23.2m382.7k shares |
| IMC-Chicago, LLC | Reduced | $17.9m296.1k shares |
| PEAK6 LLC | Reduced | $11.5m190.4k shares |
| JANE STREET GROUP, LLC | Reduced | $10.6m174.9k shares |
| BARCLAYS PLC | Unchanged | $9.1m150.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $7.0m114.8k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $4.3m71.5k shares |
| Squarepoint Ops LLC | Reduced | $3.8m62.1k shares |
| GROUP ONE TRADING LLC | Reduced | $3.3m54.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BAILLIE GIFFORD & CO 13G · institution -1.1 pts · filed 2026-08-04 | 11.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 7 | $71.7m | $35.5m |
| Q3 2024 | 0 | — | 3 | $12.6m | $12.6m |
| Q4 2024 | 0 | — | 3 | $1.4m | — |
| Q1 2025 | 0 | — | 2 | $641.5k | — |
| Q2 2025 | 0 | — | 7 | $27.5m | $10.0m |
| Q3 2025 | 0 | — | 7 | $14.0m | $13.2m |
| Q4 2025 | 0 | — | 2 | $15.8m | $15.4m |
| Q1 2026 | 1 | $464.8k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-20 | FARRELL MATTHEW Director | Bought | $464.8k5.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BAILLIE GIFFORD & CO 0.45% of their portfolio | 7.2m $435.7m | Added +10.3k |
| BlackRock, Inc. 0.01% of their portfolio | 5.5m $336.3m | Added +189.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.6m $157.0m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.5m $153.6m | First filing |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.2m $132.8m | Added +1.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 2.1m $125.3m | Reduced -129.9k |
| Ensign Peak Advisors, Inc 0.21% of their portfolio | 1.9m $115.1m | Added +579.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.8m $109.0m | Added +62.0k |
| Clearbridge Investments, LLC 0.09% of their portfolio | 1.7m $105.1m | Added +110.4k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 1.5m $90.1m | Added +1.2m |
| Capital International Investors 0.02% of their portfolio | 1.3m $78.6m | Added +360.5k |
| Champlain Investment Partners, LLC 0.99% of their portfolio | 1.3m $78.4m | Added +79.2k |
| Capital World Investors 0.01% of their portfolio | 1.2m $73.0m | Added +274.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $65.7m | Added +43.3k |
| MACKENZIE FINANCIAL CORP 0.07% of their portfolio | 935.3k $56.7m | Added +176.1k |
| MORGAN STANLEY 0.00% of their portfolio | 884.2k $53.6m | Reduced -300.6k |
| UBS Group AG 0.01% of their portfolio | 841.2k $51.0m | Reduced -60.9k |
| PRIMECAP MANAGEMENT CO/CA/ 0.03% of their portfolio | 701.7k $42.5m | Added +118.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 698.9k $42.4m | Added +169.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 621.9k $37.7m | Added +20.6k |
| Capital Research Global Investors 0.01% of their portfolio | 610.8k $37.0m | Reduced -155.3k |
| Prime Capital Management Co Ltd 4.11% of their portfolio | 604.5k $36.6m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 584.9k $35.4m | Added +21.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 533.0k $32.3m | Added +77.2k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 531.6k $32.2m | Reduced -88.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 512.8k $31.1m | Added +13.7k |
| Swedbank AB 0.03% of their portfolio | 480.8k $29.1m | Reduced -884.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 418.4k $25.4m | Added +131.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 415.7k $25.2m | Reduced -509.2k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 364.3k $22.1m | First filing |
| Bank of New York Mellon Corp 0.00% of their portfolio | 360.9k $21.9m | Reduced -12.2k |
| Aberdeen Group plc 0.04% of their portfolio | 358.1k $21.7m | Reduced -53.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 347.3k $20.9m | Added +26.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 338.3k $20.5m | Reduced -17.9k |
| Trexquant Investment LP 0.14% of their portfolio | 312.1k $18.9m | Added +214.3k |
| CONGRESS ASSET MANAGEMENT CO 0.13% of their portfolio | 299.7k $18.2m | Reduced -71.2k |
| JUPITER ASSET MANAGEMENT LTD 0.09% of their portfolio | 279.9k $17.0m | New |
| FMR LLC 0.00% of their portfolio | 269.0k $16.3m | Added +54.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 262.8k $15.9m | Added +31.1k |
| SG Americas Securities, LLC 0.02% of their portfolio | 250.4k $15.2m | Added +95.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 249.4k $15.1m | Reduced -180.1k |
| Tidal Investments LLC 0.04% of their portfolio | 236.2k $14.3m | Added +105.4k |
| Squarepoint Ops LLC 0.03% of their portfolio | 231.8k $14.1m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.03% of their portfolio | 222.5k $13.5m | Reduced -25.2k |
| MetLife Investment Management, LLC 0.07% of their portfolio | 221.7k $13.4m | Reduced -134 |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 219.8k $13.3m | Added +28.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 203.3k $12.3m | Reduced -38.8k |
| Bridgewater Associates, LP 0.05% of their portfolio | 200.3k $12.1m | Added +196.7k |
| JACOBSON & SCHMITT ADVISORS, LLC 2.13% of their portfolio | 193.8k $11.7m | Added +4.9k |
| FRED ALGER MANAGEMENT, LLC 0.05% of their portfolio | 174.7k $10.6m | Added +11.0k |
| Schonfeld Strategic Advisors LLC 0.08% of their portfolio | 170.4k $10.3m | Added +143.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 168.9k $10.2m | Reduced -394.3k |
| USS Investment Management Ltd 0.04% of their portfolio | 161.5k $9.8m | Not comparable |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 151.4k $9.2m | Added +3.2k |
| BLAIR WILLIAM & CO/IL 0.03% of their portfolio | 148.3k $9.0m | Added +86.9k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 143.4k $8.7m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 140.7k $8.5m | Added +4.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 139.3k $8.4m | Reduced -5.6k |
| Portolan Capital Management, LLC 0.44% of their portfolio | 136.7k $8.3m | Reduced -55.6k |
| KBC Group NV 0.02% of their portfolio | 135.2k $8.2m | Reduced -23.6k |
| BARCLAYS PLC 0.00% of their portfolio | 135.1k $8.2m | Reduced -16.3k |
| ROYCE & ASSOCIATES LP 0.08% of their portfolio | 134.5k $8.2m | Added +65.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 131.9k $8.0m | Added +3.8k |
| CWM, LLC 0.02% of their portfolio | 124.5k $7.5m | Added +6.7k |
| Man Group plc 0.02% of their portfolio | 124.1k $7.5m | Added +107.5k |
| WASHINGTON TRUST Co 0.25% of their portfolio | 121.6k $7.4m | Added +22.8k |
| Swiss National Bank 0.00% of their portfolio | 117.9k $7.1m | Added +6.0k |
| Summit Creek Advisors LLC 1.37% of their portfolio | 110.0k $6.7m | Reduced -14.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 108.9k $6.6m | Reduced -110.9k |
| Invesco Ltd. 0.00% of their portfolio | 108.3k $6.6m | Reduced -24.5k |
| Templeton & Phillips Capital Management, LLC 5.29% of their portfolio | 107.1k $6.5m | New |
| Ibex Investors LLC 4.43% of their portfolio | 106.6k $6.5m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 106.3k $6.4m | Added +4.8k |
| PDT Partners, LLC 0.37% of their portfolio | 103.0k $6.2m | Reduced -10.7k |
| Granite Investment Partners, LLC 0.38% of their portfolio | 102.4k $6.2m | Added +35.9k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 98.6k $6.0m | Added +42.4k |
| ExodusPoint Capital Management, LP 0.06% of their portfolio | 97.4k $5.9m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 90.5k $5.5m | Reduced -6.0k |
| TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio | 81.8k $5.0m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 81.6k $4.9m | Added +30.8k |
| California Public Employees Retirement System 0.00% of their portfolio | 81.1k $4.9m | Reduced -958 |
| Freemont Management S.A. 0.91% of their portfolio | 79.0k $4.8m | Reduced -8.2k |
| LPL Financial LLC 0.00% of their portfolio | 77.9k $4.7m | Reduced -19.0k |
| CITIGROUP INC 0.00% of their portfolio | 77.6k $4.7m | Reduced -69.7k |
| Legal & General Group Plc 0.00% of their portfolio | 76.6k $4.6m | Reduced -11.2k |
| Susquehanna Portfolio Strategies, LLC 0.07% of their portfolio | 76.4k $4.6m | Reduced -34.4k |
| FORA Capital, LLC 0.33% of their portfolio | 75.0k $4.5m | New |
| PLATINUM INVESTMENT MANAGEMENT LTD 1.11% of their portfolio | 72.5k $4.4m | Added +30.5k |
| Retirement Systems of Alabama 0.01% of their portfolio | 72.4k $4.4m | Reduced -15.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 72.3k $4.4m | Added +27.6k |
| RENAISSANCE GROUP LLC 0.18% of their portfolio | 71.5k $4.3m | Added +21.2k |
| 12 West Capital Management LP 0.72% of their portfolio | 70.0k $4.2m | New |
| PALISADE CAPITAL MANAGEMENT, LP 0.14% of their portfolio | 67.8k $4.1m | Added +51.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 66.4k $4.0m | Added +12.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 65.0k $4.9m | Reduced -1.1k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 64.5k $3.9m | Added +3.0k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 60.1k $3.6m | New |
| AMERICAN ASSETS INC 0.23% of their portfolio | 60.0k $687.6k | Added +47.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 59.2k $3.6m | Added +8.7k |
| American Alpha Advisors, LLC 2.05% of their portfolio | 58.0k $3.5m | Unchanged |