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Portfolio (Quarterly) Guide ↗

ESSEX INVESTMENT MANAGEMENT CO LLC

· CIK 0000201772
13F Portfolio $656M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 306 New
Page 3 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEGA PEGASYSTEMS INC Technology 79,424.0 $4.7M 0.72% NEW $59.72 -49.6%
42 CXDO CREXENDO INC Communication Services 729,877.0 $4.7M 0.72% NEW $6.47 +9.1%
43 BWXT BWX TECHNOLOGIES INC Industrials 27,247.0 $4.7M 0.72% NEW $172.84 +18.8%
44 OCUL OCULAR THERAPEUTIX INC Healthcare 385,825.0 $4.7M 0.71% NEW $12.14 -22.3%
45 ANGO ANGIODYNAMICS INC Healthcare 360,544.0 $4.6M 0.71% NEW $12.84 -5.4%
46 MAMA MAMAS CREATIONS INC Consumer Defensive 335,624.0 $4.5M 0.69% NEW $13.49 +31.7%
47 GWRE GUIDEWIRE SOFTWARE INC Technology 22,514.0 $4.5M 0.69% NEW $201.01 -46.3%
48 GLOBUS MED INC 51,409.0 $4.5M 0.68% NEW $87.31
49 ORN ORION GROUP HLDGS INC Industrials 449,761.0 $4.5M 0.68% NEW $9.94 +59.9%
50 WGO WINNEBAGO INDS INC Consumer Cyclical 109,490.0 $4.4M 0.68% NEW $40.52 -30.9%
51 AIP ARTERIS INC Technology 285,167.0 $4.4M 0.67% NEW $15.50 +184.6%
52 COHU COHU INC Technology 188,533.0 $4.4M 0.67% NEW $23.27 +198.2%
53 SIBN SI-BONE INC Healthcare 208,722.0 $4.1M 0.63% NEW $19.72 -19.7%
54 LAW CS DISCO INC Technology 529,780.0 $4.1M 0.63% NEW $7.76 -55.3%
55 MXL MAXLINEAR INC Technology 235,595.0 $4.1M 0.63% NEW $17.43 +409.2%
56 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 141,271.0 $4.1M 0.62% NEW $29.04 -9.7%
57 AMPX AMPRIUS TECHNOLOGIES INC Industrials 516,765.0 $4.1M 0.62% NEW $7.89 +104.9%
58 ASML ASML HOLDING N V Technology 3,806.0 $4.1M 0.62% NEW $1069.86 +80.4%
59 THRM GENTHERM INC Consumer Cyclical 111,037.0 $4.0M 0.62% NEW $36.37 -1.2%
60 GREAT LAKES DREDGE & DOCK CORP 301,986.0 $4.0M 0.60% NEW $13.12
Page 3 of 16  ·  306 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
Technology 26.4%
Industrials 25.3%
Healthcare 20.3%
Financial Services 8.0%
Communication Services 4.8%
Consumer Cyclical 4.2%
Energy 4.0%
Consumer Defensive 3.6%
Basic Materials 2.1%
Utilities 1.3%