Ticker · CUSIP 296315104
···Share
Holders (tracked)
10
Combined shares
838,460
Combined value
$163.83M
Last close
$314.92
Quarter
2025Q4
Price · 1Y$314.92+163.98 (+108.64%)H $318.24 · L $146.39 · Avg Vol 215K
$150.00$200.00$250.00$300.00VolJul 25Oct 25Jan 26Apr 26
Tracked holders · last 8 quarters
+2 vs previous quarter over the last 8.
1092024Q12025Q4
Price is +61.2% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

22 events
  1. +55,540 shares · 2025Q4
    Position
  2. −75,255 shares · 2025Q4
    Position
  3. −700 shares · 2025Q4
    Position
  4. +1,413 shares · 2025Q4
    Position
  5. −150,359 shares · 2025Q4
    Position
  6. +24,315 shares · 2025Q4
    Position
  7. +49,463 shares · 2025Q4
    Position
  8. +80,915 shares · 2025Q4
    Position
  9. +4,360 shares · 2025Q4
    Position
  10. +25,100 shares · 2025Q4
    Position
  11. +47,202 shares · 2025Q4
    Position
  12. −81,181 shares · 2025Q3
    Position
  13. −6,922 shares · 2025Q3
    Position
  14. +8,522 shares · 2025Q3
    Position
  15. +98,042 shares · 2025Q3
    Position
  16. +6,300 shares · 2025Q3
    Position
  17. +77,150 shares · 2025Q3
    Position
  18. +64,947 shares · 2025Q3
    Position
  19. −19,511 shares · 2025Q3
    Position
  20. +8,500 shares · 2025Q3
    Position
  21. −2,413 shares · 2025Q3
    Position
  22. −55,382 shares · 2024Q3
    Position

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 each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
D.E. Shaw & Co.2016Q1$133.37+136.1%$2.3M
Wellington Management2016Q1$160.82+95.8%$133.8M
Paul Tudor Jones (Tudor Investment)2016Q1$164.73+91.2%$25.5M
AQR Capital Management2016Q3$172.30+82.8%$5.9M
T. Rowe Price2016Q1$182.82+72.3%$48.0M
Steve Cohen (Point72)2019Q3$190.23+65.6%$9.6M
Renaissance Technologies2016Q1$190.55+65.3%$11.4M
Ray Dalio (Bridgewater Associates)2025Q2$193.44+62.8%$1.4M
Izzy Englander (Millennium Mgmt)2016Q1$196.18+60.5%$11.4M
Norges Bank (Norway SWF)2016Q1$1256.78-74.9%$14.9M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
7
$17.17B
2022Q2
9
$16.41B
2022Q3
8
$320.3M
2022Q4
8
$389.0M
2023Q1
6
$414.6M
2023Q2
7
$442.6M
2023Q3
8
$433.2M
2023Q4
7
$490.2M
2024Q1
9
$455.8M
2024Q2
10
$455.3M
2024Q3
10
$46.7M
2024Q4
10
$22.5M
2025Q1
8
$77.6M
2025Q2
10
$105.8M
2025Q3
8
$163.9M
2025Q4
10
$163.8M

Who owns ESE

10 super-investors · 2025Q4
Tracked stake
838.5K
shares
Combined value
$164M
% of shares outstanding
shares-out unknown
Quarter action mix
New3Added5Trim2
#ManagerSharesValue
1Wellington Management424.8K$83M
2T. Rowe Price152.3K$30M
3Paul Tudor Jones
Tudor Investment
80.9K$16M
4Norges Bank
Norway SWF
47.2K$9M
5Renaissance Technologies36.2K$7M
6Izzy Englander
Millennium Mgmt
36.1K$7M
7Steve Cohen
Point72
30.6K$6M
8AQR Capital Management18.8K$4M
9D.E. Shaw & Co.7.2K$1M
10Ray Dalio
Bridgewater Associates
4.4K$852K

Recent moves

20 transactions
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