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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 3 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVPT AVEPOINT INC Technology 498,482.0 $4.7M 0.75% -10K -1.9% $9.51 +9.5%
42 ASML ASML HLDG NV Technology 3,556.0 $4.7M 0.74% -250.0 -6.6% $1320.83 +46.1%
43 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 198,985.0 $4.6M 0.74% NEW $23.36 -18.7%
44 CXDO CREXENDO INC Communication Services 742,986.0 $4.6M 0.73% +13K +1.8% $6.17 +14.4%
45 ECG EVERUS CONSTR GROUP Industrials 38,098.0 $4.5M 0.71% +706.0 +1.9% $118.06 +33.6%
46 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 747,769.0 $4.3M 0.69% +13K +1.8% $5.80 +19.0%
47 GLOBUS MED INC 50,004.0 $4.3M 0.68% -1K -2.7% $86.16
48 AMBA AMBARELLA INC Technology 82,387.0 $4.2M 0.67% -1K -1.7% $51.48 +35.9%
49 XZO EXZEO GROUP INC Financial Services 288,111.0 $4.2M 0.67% -3K -1.0% $14.67 -10.4%
50 FEIM FREQUENCY ELECTRS INC Technology 93,026.0 $4.1M 0.65% +2K +1.8% $44.26 +64.5%
51 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 21,778.0 $4.1M 0.65% -1K -6.1% $189.05 +18.8%
52 PKE PARK AEROSPACE CORP Industrials 149,893.0 $4.1M 0.65% +3K +1.8% $27.38 +18.8%
53 MG MISTRAS GROUP INC Industrials 268,567.0 $4.0M 0.63% NEW $14.78 +24.9%
54 SMTC SEMTECH CORP Technology 50,644.0 $3.9M 0.62% +937.0 +1.9% $76.89 +105.8%
55 IDN INTELLICHECK MOBILISA INC Technology 537,842.0 $3.8M 0.59% +216K +67.1% $6.99 -41.5%
56 MITK MITEK SYS INC Technology 275,602.0 $3.7M 0.59% NEW $13.50 +27.9%
57 MRVL MARVELL TECHNOLOGY INC Technology 36,203.0 $3.6M 0.57% NEW $99.05 +213.6%
58 DAKT DAKTRONICS INC Technology 182,086.0 $3.6M 0.56% +3K +1.8% $19.55 +6.2%
59 AGIO AGIOS PHARMACEUTICALS INC Healthcare 103,177.0 $3.5M 0.55% NEW $33.83 +1.0%
60 AMTB AMERANT BANCORP INC Financial Services 156,818.0 $3.5M 0.55% +3K +1.8% $22.04 +7.1%
Page 3 of 16  ·  305 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%