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Portfolio (Quarterly) Guide ↗

ESSEX INVESTMENT MANAGEMENT CO LLC

· CIK 0000201772
13F Portfolio $632M AUM 305 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 82 Added 84 Reduced 29 Exited
Page 2 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PKE PARK AEROSPACE CORP Industrials 149,893.0 $4.1M 0.65% +3K +1.8% $27.38 +18.8%
22 SMTC SEMTECH CORP Technology 50,644.0 $3.9M 0.62% +937.0 +1.9% $76.89 +105.8%
23 IDN INTELLICHECK MOBILISA INC Technology 537,842.0 $3.8M 0.59% +216K +67.1% $6.99 -41.5%
24 DAKT DAKTRONICS INC Technology 182,086.0 $3.6M 0.56% +3K +1.8% $19.55 +6.2%
25 AMTB AMERANT BANCORP INC Financial Services 156,818.0 $3.5M 0.55% +3K +1.8% $22.04 +7.1%
26 BKSY BLACKSKY TECHNOLOGY INC Technology 136,104.0 $3.4M 0.54% +2K +1.8% $25.16 +15.2%
27 GFF GRIFFON CORP Industrials 47,076.0 $3.4M 0.54% +876.0 +1.9% $72.68 +25.4%
28 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 143,934.0 $3.4M 0.54% +3K +1.9% $23.56 +11.2%
29 OUSTER INC 184,585.0 $3.4M 0.54% +3K +1.8% $18.37
30 OCUL OCULAR THERAPEUTIX INC Healthcare 392,718.0 $3.3M 0.53% +7K +1.8% $8.47 +11.3%
31 LQDT LIQUIDITY SVCS INC Consumer Cyclical 108,004.0 $3.3M 0.52% +2K +1.8% $30.57 +23.9%
32 BGC BGC GROUP INC Financial Services 336,781.0 $3.3M 0.52% +6K +1.9% $9.78 +23.2%
33 THRM GENTHERM INC Consumer Cyclical 113,138.0 $3.1M 0.50% +2K +1.9% $27.78 +29.3%
34 CMCO COLUMBUS MCKINNON CORP N Y Industrials 211,707.0 $3.1M 0.49% +4K +1.8% $14.53 +1.1%
35 DCBO DOCEBO INC Technology 172,367.0 $3.0M 0.48% +71K +70.7% $17.47 -1.3%
36 MASS 908 DEVICES INC Healthcare 491,221.0 $3.0M 0.48% +9K +1.8% $6.12 +44.6%
37 VREX VAREX IMAGING CORP Healthcare 279,551.0 $3.0M 0.47% +5K +1.9% $10.61 -0.8%
38 STXS STEREOTAXIS INC Healthcare 1,590,101.0 $2.9M 0.46% +28K +1.8% $1.84 +2.2%
39 NPCE NEUROPACE INC Healthcare 217,738.0 $2.9M 0.45% +4K +1.8% $13.15 +18.9%
40 RAIL FREIGHTCAR AMER INC Industrials 352,343.0 $2.8M 0.45% +6K +1.8% $7.97 +16.9%
Page 2 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 26.2%
Technology 25.6%
Healthcare 21.5%
Financial Services 5.9%
Consumer Defensive 4.8%
Energy 4.4%
Communication Services 3.9%
Consumer Cyclical 3.7%
Basic Materials 2.3%
Utilities 1.5%