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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 5 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DCBO DOCEBO INC Technology 172,367.0 $3.0M 0.48% +71K +70.7% $17.47 -1.3%
82 MASS 908 DEVICES INC Healthcare 491,221.0 $3.0M 0.48% +9K +1.8% $6.12 +44.6%
83 VREX VAREX IMAGING CORP Healthcare 279,551.0 $3.0M 0.47% +5K +1.9% $10.61 -3.9%
84 LQDA LIQUIDIA CORPORATION Healthcare 78,171.0 $3.0M 0.47% NEW $37.74 +88.3%
85 STXS STEREOTAXIS INC Healthcare 1,590,101.0 $2.9M 0.46% +28K +1.8% $1.84 +2.2%
86 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 62,864.0 $2.9M 0.46% NEW $46.51 -0.0%
87 NPCE NEUROPACE INC Healthcare 217,738.0 $2.9M 0.45% +4K +1.8% $13.15 +18.9%
88 RAIL FREIGHTCAR AMER INC Industrials 352,343.0 $2.8M 0.45% +6K +1.8% $7.97 +16.9%
89 INFU INFUSYSTEM HLDGS INC Healthcare 299,332.0 $2.8M 0.44% +5K +1.8% $9.23 +2.1%
90 AXSM AXSOME THERAPEUTICS INC. Healthcare 16,328.0 $2.8M 0.44% -1K -6.1% $169.02 +48.2%
91 ARLO ARLO TECHNOLOGIES INC Industrials 192,504.0 $2.7M 0.43% +4K +1.9% $14.23 -8.2%
92 INVE IDENTIV INC Technology 736,608.0 $2.7M 0.43% +13K +1.8% $3.70 +7.6%
93 SIBN SI BONE INC Healthcare 212,488.0 $2.7M 0.42% +4K +1.8% $12.63 +25.4%
94 TRMB TRIMBLE INC Technology 40,964.0 $2.7M 0.42% -3K -6.1% $65.23 -24.6%
95 EVR EVERCORE INC Financial Services 8,939.0 $2.7M 0.42% +170.0 +1.9% $298.51 +24.5%
96 XPRO EXPRO GROUP HOLDINGS NV Energy 150,315.0 $2.6M 0.41% +3K +1.9% $17.41 -17.1%
97 CCLD CARECLOUD INC Healthcare 697,836.0 $2.5M 0.40% +13K +1.9% $3.65 -40.3%
98 MTDR MATADOR RES CO Energy 39,998.0 $2.5M 0.40% +802.0 +2.0% $63.18 -21.6%
99 NOVT NOVANTA INC Technology 20,703.0 $2.4M 0.39% +366.0 +1.8% $118.11 +31.5%
100 MEG ONTERRIS INC Industrials 111,473.0 $2.4M 0.39% +2K +1.8% $21.89 -24.1%
Page 5 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%