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 ($8.4m this quarter). Holder counts are more reliable. Shares outstanding: 59.0m as of 2026-07-30, 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 ≈ $73.82. Options: 23 managers hold calls ($293.4m notional), 25 hold puts ($259.3m).
Trends to Q2 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 |
| Q2 2026 | 432 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 209 | 249 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $670.7m | $783.9m | 1.17 |
| Q4 2025 | $305.2m | $328.6m | 1.08 |
| Q1 2026 | $142.7m | $141.5m | 0.99 |
| Q2 2026 | $293.4m | $259.3m | 0.88 |
Biggest buyers
| Holocene Advisors, LP | New | +1.4m |
| GOLDMAN SACHS GROUP INC | Added | +1.2m |
| CITADEL ADVISORS LLC | Added | +797.7k |
| DIMENSIONAL FUND ADVISORS LP | Added | +585.9k |
| CITIGROUP INC | Added | +385.4k |
| PRIMECAP MANAGEMENT CO/CA/ | Added | +355.1k |
| MILLENNIUM MANAGEMENT LLC | Added | +320.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +249.8k |
| BlackRock, Inc. | Added | +238.1k |
| Gotham Asset Management, LLC | Added | +212.2k |
Biggest sellers
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.0m |
| Clearbridge Investments, LLC | Reduced | -1.5m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -1.5m |
| Champlain Investment Partners, LLC | Reduced | -994.5k |
| MACKENZIE FINANCIAL CORP | Sold out | -935.3k |
| AMERIPRISE FINANCIAL INC | Reduced | -533.0k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -458.2k |
| Capital International Investors | Reduced | -377.9k |
| Aberdeen Group plc | Sold out | -358.1k |
| Ensign Peak Advisors, Inc | Reduced | -308.6k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $78.8m1.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $72.0m972.7k shares |
| CITADEL ADVISORS LLC | Added | $55.0m743.1k shares |
| IMC-Chicago, LLC | Added | $40.8m550.8k shares |
| Point72 Asset Management, L.P. | Added | $12.1m163.2k shares |
| SIMPLEX TRADING, LLC | Added | $7.0m94.2k shares |
| GROUP ONE TRADING LLC | Added | $5.1m68.6k shares |
| Squarepoint Ops LLC | Reduced | $4.0m53.4k shares |
| Walleye Trading LLC | Added | $3.7m49.4k shares |
| UBS Group AG | New | $3.0m40.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $57.6m779.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $53.1m717.4k shares |
| JANE STREET GROUP, LLC | Added | $35.6m480.7k shares |
| IMC-Chicago, LLC | Added | $29.5m398.9k shares |
| D. E. Shaw & Co., Inc. | Added | $26.9m363.9k shares |
| GOLDMAN SACHS GROUP INC | New | $12.3m166.4k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $9.7m130.8k shares |
| Squarepoint Ops LLC | Added | $7.1m96.5k shares |
| Walleye Trading LLC | Added | $4.2m56.1k shares |
| Point72 Asset Management, L.P. | Added | $4.0m54.0k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2026 | 0 | — | 6 | $15.8m | $3.3m |
| Q3 2026 | 0 | — | 5 | $6.1m | $4.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-08 | FIELDS MANDY J Officer | Sold plan | $1.7m16.1k shares |
| 2026-09-08 | Franks Joshua Allen SVP, Operations | Sold | $22.0k200 shares |
| 2026-09-01 | Franks Joshua Allen SVP, Operations | Sold plan | $606.3k5.5k shares |
| 2026-08-19 | Franks Joshua Allen SVP, Operations | Sold plan | $571.8k5.7k shares |
| 2026-08-18 | Levitan Lauren Cooks Director | Sold | $96.3k1.0k shares |
| 2026-08-04 | MARCHISOTTO KORY Officer | Sold | $1.1m12.2k shares |
| 2026-07-01 | Hartnett Jennifer Catherine Chief Commercial Officer | Sold plan | $2.0m25.4k shares |
| 2026-06-09 | AMIN TARANG Chief Executive Officer, director | Sold | $360.7k7.0k shares |
| 2026-06-09 | MARCHISOTTO KORY Officer | Sold | $224.3k4.4k shares |
| 2026-06-09 | Hartnett Jennifer Catherine Chief Commercial Officer | Sold | $224.3k4.4k shares |
| 2026-06-09 | FIELDS MANDY J Officer | Sold | $223.0k4.3k shares |
| 2026-06-09 | Milsten Scott See remarks | Sold | $214.5k4.2k shares |
| 2026-06-09 | Franks Joshua Allen SVP, Operations | Sold | $180.6k3.5k shares |
| 2026-06-04 | AMIN TARANG Chief Executive Officer, director | Sold | $822.2k15.8k shares |
| 2026-06-04 | Hartnett Jennifer Catherine Chief Commercial Officer | Sold | $535.9k10.3k shares |
| 2026-06-04 | Milsten Scott See remarks | Sold | $442.1k8.5k shares |
| 2026-06-04 | MARCHISOTTO KORY Officer | Sold | $442.1k8.5k shares |
| 2026-06-04 | FIELDS MANDY J Officer | Sold | $439.6k8.5k shares |
| 2026-06-04 | Franks Joshua Allen SVP, Operations | Sold | $356.0k6.9k shares |
| 2026-05-28 | Levitan Lauren Cooks Director | Sold | $434.4k7.7k shares |
| 2026-04-27 | AMIN TARANG Chief Executive Officer, director | Sold | $2.6m41.5k shares |
| 2026-04-27 | Milsten Scott See remarks | Sold | $1.5m23.8k shares |
| 2026-04-27 | MARCHISOTTO KORY Officer | Sold | $1.5m23.8k shares |
| 2026-04-27 | FIELDS MANDY J Officer | Sold | $1.5m23.7k shares |
| 2026-04-27 | Franks Joshua Allen SVP, Operations | Sold | $1.5m23.5k shares |
| 2026-04-27 | Hartnett Jennifer Catherine Chief Commercial Officer | Sold | $1.3m20.8k shares |
| 2026-04-01 | AMIN TARANG Chief Executive Officer, director | Sold plan | $3.3m52.9k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BAILLIE GIFFORD & CO 0.47% of their portfolio | 7.0m $521.6m | Reduced -139.3k |
| BlackRock, Inc. 0.01% of their portfolio | 5.8m $428.3m | Added +238.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.8m $203.8m | Added +163.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.6m $191.1m | Added +47.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.0m $137.3m | Reduced -276.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.9m $142.2m | Added +1.2m |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $138.6m | Added +75.8k |
| Ensign Peak Advisors, Inc 0.19% of their portfolio | 1.6m $117.7m | Reduced -308.6k |
| Holocene Advisors, LP 0.23% of their portfolio | 1.4m $100.4m | New |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.1m $82.7m | Added +585.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $80.5m | Added +3.4k |
| PRIMECAP MANAGEMENT CO/CA/ 0.05% of their portfolio | 1.1m $78.2m | Added +355.1k |
| Capital World Investors 0.01% of their portfolio | 1.0m $74.1m | Reduced -201.8k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 966.6k $71.5m | Added +797.7k |
| MORGAN STANLEY 0.00% of their portfolio | 923.5k $68.3m | Added +39.3k |
| Capital International Investors 0.01% of their portfolio | 919.4k $68.0m | Reduced -377.9k |
| Capital Research Global Investors 0.01% of their portfolio | 717.4k $53.1m | Added +106.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 647.8k $47.9m | Added +25.9k |
| Prime Capital Management Co Ltd 3.57% of their portfolio | 604.5k $44.7m | Unchanged |
| UBS Group AG 0.01% of their portfolio | 602.8k $44.6m | Reduced -238.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 588.0k $43.5m | Added +249.8k |
| NORGES BANK 0.00% of their portfolio | 572.9k $42.4m | Not comparable |
| NORTHERN TRUST CORP 0.00% of their portfolio | 535.4k $39.6m | Added +22.6k |
| CITIGROUP INC 0.02% of their portfolio | 463.0k $34.3m | Added +385.4k |
| Trexquant Investment LP 0.21% of their portfolio | 457.0k $33.8m | Added +144.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 411.1k $30.4m | Added +63.8k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 371.0k $27.5m | Added +6.7k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 359.6k $26.6m | Added +320.7k |
| MetLife Investment Management, LLC 0.11% of their portfolio | 322.8k $23.9m | Added +101.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 319.2k $23.6m | Reduced -41.7k |
| Champlain Investment Partners, LLC 0.57% of their portfolio | 298.4k $22.1m | Reduced -994.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 287.5k $21.3m | Reduced -130.9k |
| CONGRESS ASSET MANAGEMENT CO 0.13% of their portfolio | 283.7k $21.0m | Reduced -16.0k |
| FMR LLC 0.00% of their portfolio | 252.1k $18.7m | Reduced -16.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 248.5k $18.4m | Reduced -889 |
| JACOBSON & SCHMITT ADVISORS, LLC 2.83% of their portfolio | 234.0k $17.3m | Added +40.2k |
| Gotham Asset Management, LLC 0.04% of their portfolio | 232.1k $17.2m | Added +212.2k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 205.7k $15.2m | Reduced -1.5m |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 203.9k $15.1m | Reduced -58.8k |
| KETTLE HILL CAPITAL MANAGEMENT, LLC 3.61% of their portfolio | 198.4k $14.7m | New |
| USS Investment Management Ltd 0.05% of their portfolio | 182.8k $13.5m | Added +21.3k |
| Jump Financial, LLC 0.12% of their portfolio | 182.4k $13.5m | Added +178.9k |
| FORA Capital, LLC 0.92% of their portfolio | 181.8k $13.4m | Added +106.9k |
| Swedbank AB 0.01% of their portfolio | 181.2k $13.4m | Reduced -299.6k |
| LPL Financial LLC 0.00% of their portfolio | 162.5k $12.0m | Added +84.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 155.7k $11.5m | Added +4.3k |
| Schonfeld Strategic Advisors LLC 0.06% of their portfolio | 154.0k $11.4m | Reduced -16.4k |
| ARMISTICE CAPITAL, LLC 0.31% of their portfolio | 152.7k $11.3m | Added +97.3k |
| Tidal Investments LLC 0.03% of their portfolio | 151.7k $11.2m | Reduced -84.5k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 148.8k $11.0m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 144.9k $10.7m | Reduced -77.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 144.8k $10.7m | Reduced -270.8k |
| Banco Santander, S.A. 0.06% of their portfolio | 138.3k $10.2m | New |
| Invesco Ltd. 0.00% of their portfolio | 137.2k $10.2m | Added +28.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 134.1k $9.9m | Added +2.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 129.4k $9.6m | Reduced -11.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 126.9k $9.4m | Added +36.4k |
| Ibex Investors LLC 4.48% of their portfolio | 117.6k $8.7m | Added +11.0k |
| WASHINGTON TRUST Co 0.27% of their portfolio | 117.0k $8.7m | Reduced -4.6k |
| Swiss National Bank 0.00% of their portfolio | 115.5k $8.5m | Reduced -2.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 110.5k $8.2m | Added +11.9k |
| Nuveen, LLC 0.00% of their portfolio | 110.4k $8.2m | Added +4.1k |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 105.8k $7.8m | Reduced -42.6k |
| Granite Investment Partners, LLC 0.39% of their portfolio | 102.2k $7.6m | Reduced -224 |
| PDT Partners, LLC 0.38% of their portfolio | 96.9k $7.2m | Reduced -6.1k |
| XTX Topco Ltd 0.08% of their portfolio | 88.6k $6.6m | Added +50.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 86.1k $6.4m | Reduced -2.0m |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 84.0k $5.1m | Added +19.0k |
| California Public Employees Retirement System 0.00% of their portfolio | 83.4k $6.2m | Added +2.3k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 79.5k $5.9m | Added +15.0k |
| Freestone Grove Partners LP 0.04% of their portfolio | 79.4k $5.9m | New |
| Legal & General Group Plc 0.00% of their portfolio | 76.8k $5.7m | Added +252 |
| Portolan Capital Management, LLC 0.21% of their portfolio | 76.0k $5.6m | Reduced -60.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 74.9k $5.5m | Reduced -458.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 72.3k $5.3m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 72.2k $5.3m | Reduced -9.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 71.2k $5.3m | Added +62.0k |
| Hodges Capital Management Inc. 0.35% of their portfolio | 71.2k $5.3m | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.28% of their portfolio | 70.7k $5.2m | New |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 70.0k $5.2m | Added +52.6k |
| Woodline Partners LP 0.02% of their portfolio | 69.5k $5.1m | New |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 69.1k $5.1m | Added +14.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 68.6k $5.1m | Added +2.1k |
| American Alpha Advisors, LLC 2.93% of their portfolio | 67.0k $5.0m | Added +9.0k |
| Pier Capital, LLC 0.62% of their portfolio | 63.7k $4.7m | Added +18.6k |
| Edgestream Partners, L.P. 0.14% of their portfolio | 63.7k $4.7m | Added +43.9k |
| Retirement Systems of Alabama 0.01% of their portfolio | 61.1k $4.5m | Reduced -11.3k |
| Sarasin & Partners LLP 0.05% of their portfolio | 60.5k $4.5m | Added +5.8k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 60.3k $4.5m | Added +22.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 57.7k $4.3m | Added +5.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 54.4k $4.0m | Added +4.2k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.08% of their portfolio | 53.6k $4.0m | Reduced -2.6k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.01% of their portfolio | 53.1k $3.9m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 51.8k $3.8m | Reduced -533.0k |
| BARCLAYS PLC 0.00% of their portfolio | 51.4k $3.8m | Reduced -83.8k |
| Savoir Faire Capital Management, L.P. 2.34% of their portfolio | 50.9k $3.8m | Reduced -5.1k |
| Vontobel Holding Ltd. 0.01% of their portfolio | 48.3k $3.6m | Added +27.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 46.8k $3.5m | Reduced -820 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 46.1k $3.4m | Added +318 |
| CastleKnight Management LP 0.12% of their portfolio | 45.5k $3.4m | Reduced -10.2k |