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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 6 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PAY PAYMENTUS HOLDINGS INC Technology 94,842.0 $2.4M 0.38% +2K +1.9% $25.40 -17.0%
102 EXTR EXTREME NETWORKS INC Technology 158,032.0 $2.4M 0.38% +3K +1.9% $15.08 +108.1%
103 LNG CHENIERE ENERGY INC Energy 8,113.0 $2.3M 0.36% -150.0 -1.8% $283.76 -20.0%
104 DIS DISNEY WALT CO Communication Services 22,806.0 $2.2M 0.35% -617.0 -2.6% $96.38 +7.8%
105 LPTH LIGHTPATH TECHNOLOGIES INC Technology 216,531.0 $2.2M 0.34% +176K +429.3% $10.03 +51.0%
106 WK WORKIVA INC Technology 36,333.0 $2.2M 0.34% -3K -8.1% $59.63 -20.6%
107 RVSB RIVERVIEW BANCORP INC Financial Services 390,295.0 $2.1M 0.34% +10K +2.7% $5.50 +5.5%
108 CODA CODA OCTOPUS GROUP INC Industrials 189,640.0 $2.1M 0.34% +166K +713.9% $11.30 -11.5%
109 RDVT RED VIOLET INC Technology 60,942.0 $2.1M 0.33% +1K +1.8% $34.60 +59.2%
110 LAW CS DISCO INC Technology 539,314.0 $2.1M 0.33% +10K +1.8% $3.82 -9.2%
111 RPID RAPID MICRO BIOSYSTEMS INC Healthcare 883,931.0 $2.0M 0.32% +822K +1318.2% $2.27 -24.7%
112 ZETA ZETA GLOBAL HOLDINGS CORP Technology 123,233.0 $2.0M 0.31% +2K +1.9% $15.92 +18.7%
113 OSG OCTAVE SPECIALTY GROUP INC Financial Services 418,203.0 $1.9M 0.31% +7K +1.8% $4.65 +23.9%
114 GENC GENCOR INDS INC Industrials 129,563.0 $1.9M 0.31% +3K +2.7% $15.00 +0.0%
115 BDSX BIODESIX INC Healthcare 132,086.0 $1.9M 0.30% NEW $14.50 +15.9%
116 CURI CURIOSITYSTREAM INC Communication Services 620,879.0 $1.8M 0.29% +11K +1.8% $2.96 -14.5%
117 LGCY LEGACY ED INC Consumer Defensive 143,439.0 $1.8M 0.28% NEW $12.52 -10.8%
118 LTRX LANTRONIX INC Technology 342,489.0 $1.8M 0.28% NEW $5.24 +26.7%
119 EYPT EYEPOINT INC Healthcare 127,213.0 $1.6M 0.26% +2K +1.8% $12.89 +5.4%
120 FREIGHTOS LTD 997,708.0 $1.6M 0.26% +379K +61.3% $1.64
Page 6 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%