Ticker · CUSIP 296315104
Holders (tracked)
10
Combined shares
838,460
Combined value
$134.10M
Last close
$299.82
Quarter
2025Q4
Tracked holders · last 8 quarters
+2 vs previous quarter over the last 8.
Price is +87.5% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
22 events
- Wellington Management added2026-02-17+55,540 shares · 2025Q413F
- Ken Griffin (Citadel Advisors) exited2026-02-17−75,255 shares · 2025Q413F
- D.E. Shaw & Co. trimmed2026-02-17−700 shares · 2025Q413F
- AQR Capital Management added2026-02-17+1,413 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) trimmed2026-02-17−150,359 shares · 2025Q413F
- Steve Cohen (Point72) added2026-02-17+24,315 shares · 2025Q413F
- T. Rowe Price added2026-02-17+49,463 shares · 2025Q413F
- +80,915 shares · 2025Q413F
- +4,360 shares · 2025Q413F
- Renaissance Technologies added2026-02-12+25,100 shares · 2025Q413F
- Norges Bank (Norway SWF) opened position2026-02-10+47,202 shares · 2025Q413F
- −81,181 shares · 2025Q313F
- D.E. Shaw & Co. trimmed2025-11-14−6,922 shares · 2025Q313F
- AQR Capital Management added2025-11-14+8,522 shares · 2025Q313F
- Izzy Englander (Millennium Mgmt) added2025-11-14+98,042 shares · 2025Q313F
- Steve Cohen (Point72) opened position2025-11-14+6,300 shares · 2025Q313F
- T. Rowe Price added2025-11-14+77,150 shares · 2025Q313F
- Wellington Management added2025-11-14+64,947 shares · 2025Q313F
- Norges Bank (Norway SWF) exited2025-11-13−19,511 shares · 2025Q313F
- Renaissance Technologies added2025-11-13+8,500 shares · 2025Q313F
- −2,413 shares · 2025Q313F
- Norges Bank (Norway SWF) trimmed2025-11-12−55,382 shares · 2024Q313F
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of ESE…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| T. Rowe Price | 2016Q1 | $4.93 | +5975.7% | $45.7M |
| D.E. Shaw & Co. | 2016Q1 | $133.37 | +124.8% | $2.2M |
| Wellington Management | 2016Q1 | $160.82 | +86.4% | $127.4M |
| Paul Tudor Jones (Tudor Investment) | 2016Q1 | $164.73 | +82.0% | $24.3M |
| AQR Capital Management | 2016Q3 | $172.30 | +74.0% | $5.6M |
| Renaissance Technologies | 2016Q1 | $185.93 | +61.3% | $10.9M |
| Steve Cohen (Point72) | 2019Q3 | $190.23 | +57.6% | $9.2M |
| Ray Dalio (Bridgewater Associates) | 2025Q2 | $193.44 | +55.0% | $1.3M |
| Izzy Englander (Millennium Mgmt) | 2016Q1 | $195.79 | +53.1% | $10.8M |
| Norges Bank (Norway SWF) | 2016Q1 | $1256.78 | -76.1% | $14.2M |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions3
- Paul Tudor Jones (Tudor Investment)+80,915$15.8M
- Norges Bank (Norway SWF)+47,202$9.2M
- Ray Dalio (Bridgewater Associates)+4,360$852K
Added to5
- Wellington Management+55,540$10.9M
- Renaissance Technologies+25,100$4.9M
- Steve Cohen (Point72)+24,315$4.8M
- AQR Capital Management+1,413$276K
- T. Rowe Price+49,463$10K
Trimmed2
- Izzy Englander (Millennium Mgmt)−150,359$29.4M
- D.E. Shaw & Co.−700$137K
Exited1
- Ken Griffin (Citadel Advisors)−75,255$15.9M
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 7 | $17.17B |
| 2022Q2 | 9 | $16.41B |
| 2022Q3 | 8 | $18.0M |
| 2022Q4 | 8 | $382.2M |
| 2023Q1 | 6 | $411.5M |
| 2023Q2 | 7 | $440.8M |
| 2023Q3 | 8 | $431.3M |
| 2023Q4 | 7 | $487.9M |
| 2024Q1 | 9 | $453.7M |
| 2024Q2 | 10 | $453.1M |
| 2024Q3 | 10 | $43.9M |
| 2024Q4 | 10 | $19.4M |
| 2025Q1 | 8 | $73.8M |
| 2025Q2 | 10 | $100.8M |
| 2025Q3 | 8 | $142.2M |
| 2025Q4 | 10 | $134.1M |
Who owns ESE
10 super-investors · 2025Q4
Tracked stake
838.5K
shares
Combined value
$134M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New3Added5Trim2
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Wellington Management | 424.8K | $83M |
| 2 | Paul Tudor Jones Tudor Investment | 80.9K | $16M |
| 3 | Norges Bank Norway SWF | 47.2K | $9M |
| 4 | Renaissance Technologies | 36.2K | $7M |
| 5 | Izzy Englander Millennium Mgmt | 36.1K | $7M |
| 6 | Steve Cohen Point72 | 30.6K | $6M |
| 7 | AQR Capital Management | 18.8K | $4M |
| 8 | D.E. Shaw & Co. | 7.2K | $1M |
| 9 | Ray Dalio Bridgewater Associates | 4.4K | $852K |
| 10 | T. Rowe Price | 152.3K | $30K |
Recent moves
20 transactions
- −75,255 · 2025Q4
- −150,359 · 2025Q4
- +80,915 · 2025Q4
- +1,413 · 2025Q4
- +24,315 · 2025Q4
- TRIMD.E. Shaw & Co.−700 · 2025Q4
- +49,463 · 2025Q4
- +55,540 · 2025Q4
- +4,360 · 2025Q4
- +25,100 · 2025Q4
- +47,202 · 2025Q4
- −81,181 · 2025Q3
- +6,300 · 2025Q3
- +77,150 · 2025Q3
- +8,522 · 2025Q3
- TRIMD.E. Shaw & Co.−6,922 · 2025Q3
- +64,947 · 2025Q3
- +98,042 · 2025Q3
- −2,413 · 2025Q3
- +8,500 · 2025Q3
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