L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
17 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
21
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
3,418,841
combined, among listed positions
Reported value
$249m
combined, at the quarter end

Among the 92 comparable managers: 16 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,686,186.

Managers listing ESTA in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

21 of 21 holders

ActionFiling
Capital Research Global Investors807,826$59munder 0.1%Trimmed-6,66511 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.488,040$36munder 0.1%Added+316,89617 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC355,475$26munder 0.1%Added+319,93112 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP292,275$21munder 0.1%Added+250,82217 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP249,762$18munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP201,800$15munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC199,587$15munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP198,374$14munder 0.1%Added+62,36213 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp176,347$13munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Discovery Capital Management LLC155,275$11m0.61%Held017 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP125,752$9.2m0.07%Newnew17 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC46,945$3.4munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP33,975$2.5m0.08%Newnew10 Feb 2026 (the filing on sec.gov)
Millennium Management LLC18,508$1.3munder 0.1%Added+12,77017 Feb 2026 (the filing on sec.gov)
Polen Capital Management LLC17,475$1.3munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC15,013$1.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC14,615$1.1munder 0.1%Trimmed-6,52117 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP10,400$758kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd8,376$611kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Farallon Capital Management LLC3,000$219kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)21$2kunder 0.1%Held017 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

024682020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ESTA by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20182$1.8mn.a.n.a.
Q1 20201$742kn.a.n.a.
Q4 20201$9.4mn.a.n.a.
Q1 20212$24mn.a.n.a.
Q2 20212$34mn.a.n.a.
Q3 20212$24mn.a.n.a.
Q4 20211$21mn.a.n.a.
Q1 20221$20mn.a.n.a.
Q2 20221$16mn.a.n.a.
Q3 20222$19mn.a.n.a.
Q4 20224$71mn.a.n.a.
Q1 20232$57mn.a.n.a.
Q2 20231$19mn.a.n.a.
Q3 20231$14mn.a.n.a.
Q1 20242$75m20
Q2 20242$50m20
Q3 20241$64m10
Q4 20241$88m10
Q1 20253$111m30
Q2 20253$61m11
Q3 20253$54m11
Q4 20257$98m163
Q1 20264$14m139
Q2 20262$18m1213

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ESTA and LLY →ESTA and JNJ →ESTA and VRTX →Choose a stock to compare with ESTA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ESTA, latest filings →Back to the 13F Explorer →