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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 5 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PKE PARK AEROSPACE CORP Industrials 147,248.0 $3.1M 0.48% NEW $21.34 +52.5%
82 AMTB AMERANT BANCORP INC Financial Services 154,090.0 $3.0M 0.46% NEW $19.51 +21.0%
83 RDCM RADCOM LTD Communication Services 228,305.0 $3.0M 0.46% NEW $13.08 -2.4%
84 EVR EVERCORE INC Financial Services 8,769.0 $3.0M 0.46% NEW $340.25 +9.2%
85 BGC BGC GROUP INC Financial Services 330,509.0 $3.0M 0.45% NEW $8.93 +34.9%
86 PAY PAYMENTUS HOLDINGS INC Technology 93,075.0 $2.9M 0.45% NEW $31.59 -33.3%
87 CRNT CERAGON NETWORKS LTD Technology 1,391,697.0 $2.9M 0.45% NEW $2.10 +28.6%
88 BVS BIOVENTUS INC Healthcare 387,886.0 $2.9M 0.44% NEW $7.44 +17.1%
89 INVE IDENTIV INC Technology 723,685.0 $2.8M 0.42% NEW $3.84 +3.6%
90 ZS ZSCALER INC Technology 12,238.0 $2.8M 0.42% NEW $224.92 -44.7%
91 MEG MONTROSE ENVIRONMENTAL GROUP I Industrials 109,513.0 $2.7M 0.41% NEW $24.83 -33.1%
92 UPWK UPWORK INC Industrials 135,636.0 $2.7M 0.41% NEW $19.82 -59.4%
93 BKR BAKER HUGHES COMPANY Energy 58,692.0 $2.7M 0.41% NEW $45.54 +28.3%
94 DERM JOURNEY MED CORP Healthcare 345,977.0 $2.7M 0.41% NEW $7.71 -19.3%
95 DIS DISNEY WALT CO Communication Services 23,423.0 $2.7M 0.41% NEW $113.77 -8.7%
96 LZ LEGALZOOM COM INC Industrials 267,857.0 $2.7M 0.41% NEW $9.93 -44.6%
97 ARLO ARLO TECHNOLOGIES INC Industrials 188,919.0 $2.6M 0.40% NEW $13.99 -6.6%
98 INFU INFUSYSTEM HLDGS INC Healthcare 294,057.0 $2.6M 0.40% NEW $8.97 +5.0%
99 EXTR EXTREME NETWORKS Technology 155,087.0 $2.6M 0.39% NEW $16.65 +88.5%
100 MASS 908 DEVICES INC Healthcare 482,614.0 $2.5M 0.39% NEW $5.25 +68.6%
Page 5 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%