Elf Beauty Inc (ELF) Quarterly Institutional 13F Update (Q2 2026)

ELF ranks #1373 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ELF is a disclosed holding of Baillie Gifford (Baillie Gifford & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.5% of that fund's own 13F portfolio.

440 institutions disclose a position in ELF, but none treat it as a major bet — even Kettle Hill Capital Management, LLC, its most concentrated holder, allocates just 3.6% of its own portfolio to it.

Goldman Sachs Group Inc has added to its ELF position for two straight quarters, increasing it by $114.3M to reach $154.5M today.

Price T Rowe Associates Inc /md/ has trimmed its ELF position for two straight quarters, cutting it by $160.7M while still holding $6.4M.

ELF is up 1.7% today, and institutions have been net buyers of $399.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ELF posted net income of $59.6M over the trailing twelve months, and currently trades at a P/E of 106.9.

• Profitable — net income of $59.6M over the trailing twelve months
• Revenue grew 31.2% year over year
• Net income declined year over year, from $97.8M to $59.6M
• Generated $212.5M in positive operating cash flow
• Current ratio of 2.35x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.12x equity — within a conventional range