Follow-The-Filings

Security

ELF

E L F Beauty Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

11 owners 2 new 3 exits max 0.1% (Ray Dalio - Bridgewater A...)

grid → activity →
owners 11
max % 0.1%
tracked value $578M
qoq N 2 A 3 R 4 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Add +0.05 pp 200,323 $12M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.03 pp 1,495,715 $90M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 5,487,304 $417M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 53,989 $4M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 511,501 $39M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 168,908 $10M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 38,906 $2M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.01 pp 19,903 $1M hist
Natixis Advisors, LLC 2026 Q1 0.0% New 0.0% 13,279 $805 hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 9,163 $555 hist
Ancora Advisors LLC 2026 Q1 0.0% New 0.0% 664 $40 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.1% Exit -0.06 pp 609,917 $46M hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 639,832 $49M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 55,135 $4M hist

11 current · 3 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $578.84M $1.02B $1.31B $1.64B
Gross profit $390.4M $724.1M $935.69M $1.16B
Gross margin * 67.4% 70.7% 71.2% 70.7%
Net income $61.53M $127.66M $112.09M $26.32M
Net margin * 10.6% 12.5% 8.5% 1.6%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $303.32M $477.08M $540.56M $789.37M
Total non-current assets * $292.28M $652.17M $707.62M $1.6B
Total assets $595.6M $1.13B $1.25B $2.39B
Total current liabilities $107.98M $299.12M $177.06M $336.16M
Total non-current liabilities * $76.61M $187.56M $310.26M $927.46M
Total equity $411.02M $642.57M $760.86M $1.13B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $101.88M $71.15M $133.84M $212.51M
Cash from investing -$1.72M -$284.66M -$19.1M -$605.25M
Cash from financing -$22.74M $200.94M -$74.45M $533.92M
Net change in cash $77.42M -$12.6M $40.51M $140.99M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders