Essex Investment Management Co Llc Portfolio Stock Holdings

Essex Investment Management Co Llc disclosed 305 stock positions valued at approximately $631.7 million in its latest SEC 13F filing. The largest holdings include LINCOLN EDL SVCS CORP, STERLING INFRASTRUCTURE INC, and LIGAND PHARMACEUTICALS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.

Report Period
March 31, 2026
No. of Stocks
305
Portfolio Value
$631.7M
Holdings by Sector
Essex Investment Management Co Llc Portfolio Holdings in Q1 2026

276 holdings in the latest reporting period.

Page 1 of 3
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
LINCOLN EDL SVCS CORPLINCConsumer Defensive2.29%355,304-33,515-8.62%$14,453,767
STERLING INFRASTRUCTURE INCSTRLIndustrials2.07%32,057-12,628-28.26%$13,055,854
LIGAND PHARMACEUTICALS INCLGNDHealthcare1.85%58,460-1,560-2.60%$11,671,539
LEONARDO DRS INCDRSIndustrials1.84%261,454+4,592+1.79%$11,639,932
KRATOS DEFENSE & SEC SOLUTIONSKTOSIndustrials1.77%158,844-31,350-16.48%$11,200,090
INSMED INCINSMHealthcare1.62%62,676+253+0.41%$10,248,780
GRAHAM CORPGHMIndustrials1.60%128,294-12,397-8.81%$10,124,962
MIRUM PHARMACEUTICALS INCMIRMHealthcare1.58%108,338-2,972-2.67%$10,008,264
CECO ENVIRONMENTAL CORPCECOIndustrials1.48%157,246+2,789+1.81%$9,368,717
HCI GROUP INCHCIFinancial Services1.41%57,634-1,575-2.66%$8,910,793
ARGAN INCAGXIndustrials1.39%16,098-11,530-41.73%$8,767,776
APPLE INCAAPLTechnology1.31%32,580-2,288-6.56%$8,268,478
BRAINSWAY LTDBWAYHealthcare1.30%618,553+314,373+103.35%$8,220,569
AGNICO EAGLE MINES LTDAEMBasic Materials1.24%38,643-1,379-3.45%$7,843,756
AMERICAN SUPERCONDUCTOR CORPAMSCIndustrials1.22%227,558+12,404+5.77%$7,702,838
AMPRIUS TECHNOLOGIES INCAMPXIndustrials1.19%445,441-71,324-13.80%$7,510,135
GE VERNOVA INCGEVUtilities1.15%8,319-284-3.30%$7,261,655
PRIMORIS SVCS CORPPRIMIndustrials1.09%48,177-2,804-5.50%$6,891,238
ADAPTIVE BIOTECHNOLOGIES CORPADPTHealthcare1.08%493,403-130,814-20.96%$6,848,434
TETRA TECHNOLOGIES INC DELTTIEnergy1.04%774,099+13,706+1.80%$6,595,323
GOLDMAN SACHS GROUP INCGSFinancial Services1.01%7,556-1,103-12.74%$6,392,300
WILLDAN GROUP INCWLDNIndustrials0.95%78,292+1,371+1.78%$5,994,036
COHU INCCOHUTechnology0.93%191,885+3,352+1.78%$5,875,519
MICROSOFT CORPMSFTTechnology0.93%15,791-1,822-10.34%$5,845,354
MIRION TECHNOLOGIES INCMIRIndustrials0.91%309,110+5,758+1.90%$5,746,355
AMAZON COM INCAMZNConsumer Cyclical0.90%27,208-1,625-5.64%$5,666,610
OCEANEERING INTL INCOIIEnergy0.89%158,374+2,940+1.89%$5,617,526
ADVANCED DRAIN SYS INC DELWMSIndustrials0.88%40,569-2,266-5.29%$5,563,227
BIOVENTUS INCBVSHealthcare0.87%603,258+215,372+55.52%$5,507,746
MAMAS CREATIONS INCMAMAConsumer Defensive0.83%341,657+6,033+1.80%$5,241,018
BWX TECHNOLOGIES INCBWXTIndustrials0.83%25,555-1,692-6.21%$5,225,742
PATRICK INDS INCPATKConsumer Cyclical0.81%46,228+287+0.62%$5,134,544
LSI INDS INC OHIOLYTSTechnology0.81%274,082+4,834+1.80%$5,097,925
ORION GROUP HLDGS INCORNIndustrials0.80%461,772+12,011+2.67%$5,033,315
TRAVERE THERAPEUTICS INCTVTXHealthcare0.76%161,705+2,996+1.89%$4,804,256
ARTERIS INCAIPTechnology0.76%290,319+5,152+1.81%$4,772,844
AVEPOINT INCAVPTTechnology0.75%498,482-9,532-1.88%$4,740,564
ASML HLDG NVASMLOther0.74%3,556-250-6.57%$4,696,871
SYNDAX PHARMACEUTICALS INCSNDXHealthcare0.74%198,985+198,985+100.00%$4,648,290
CREXENDO INCCXDOCommunication Services0.73%742,986+13,109+1.80%$4,584,224
XERIS BIOPHARMA HOLDINGS INCXERSHealthcare0.69%747,769+13,237+1.80%$4,337,060
GLOBUS MED INCGMEDHealthcare0.68%50,004-1,405-2.73%$4,308,345
FREQUENCY ELECTRS INCFEIMTechnology0.65%93,026+1,646+1.80%$4,117,331
PARK AEROSPACE CORPPKEIndustrials0.65%149,893+2,645+1.80%$4,104,070
MISTRAS GROUP INCMGIndustrials0.63%268,567+268,567+100.00%$3,969,420
SEMTECH CORPSMTCTechnology0.62%50,644+937+1.89%$3,894,017
INTELLICHECK MOBILISA INCIDNTechnology0.60%537,842+215,949+67.09%$3,759,516
MITEK SYS INCMITKTechnology0.59%275,602+275,602+100.00%$3,720,627
MARVELL TECHNOLOGY INCMRVLTechnology0.57%36,203+36,203+100.00%$3,585,907
DAKTRONICS INCDAKTTechnology0.56%182,086+3,210+1.79%$3,559,781
AGIOS PHARMACEUTICALS INCAGIOHealthcare0.55%103,177+103,177+100.00%$3,490,478
AMERANT BANCORP INCAMTBFinancial Services0.55%156,818+2,728+1.77%$3,456,269
SOPHIA GENETICS SAH82027105Other0.54%692,809+692,809+100.00%$3,429,405
GRIFFON CORPGFFIndustrials0.54%47,076+876+1.90%$3,421,484
ARCUTIS BIOTHERAPEUTICS INCARQTHealthcare0.54%143,934+2,663+1.89%$3,391,085
OUSTER INCOUSTTechnology0.54%184,585+3,259+1.80%$3,390,826
EVERQUOTE INCEVERCommunication Services0.53%217,075-14,349-6.20%$3,347,297
BAKER HUGHES COMPANYBKREnergy0.53%54,682-4,010-6.83%$3,338,336
DIODES INCDIODTechnology0.53%48,869+48,869+100.00%$3,335,798
SALESFORCE INCCRMTechnology0.53%17,854-1,226-6.43%$3,332,806
OCULAR THERAPEUTIX INCOCULHealthcare0.53%392,718+6,893+1.79%$3,326,321
APYX MEDICAL CORPORATIONAPYXHealthcare0.53%901,398+901,398+100.00%$3,326,159
LIQUIDITY SVCS INCLQDTConsumer Cyclical0.52%108,004+1,916+1.81%$3,301,682
BGC GROUP INCBGCFinancial Services0.52%336,781+6,272+1.90%$3,293,718
DOLLAR TREE INCDLTRConsumer Defensive0.51%29,614-2,163-6.81%$3,243,029
CONCENTRA GROUP HOLDINGS PARENCONOther0.51%149,625-11,020-6.86%$3,209,456
PEGASYSTEMS INCPEGATechnology0.50%74,445-4,979-6.27%$3,168,379
GUIDEWIRE SOFTWARE INCGWRETechnology0.50%21,153-1,361-6.05%$3,163,643
RISKIFIED LTDM8216R109Other0.50%803,032+803,032+100.00%$3,147,885
GENTHERM INCTHRMConsumer Cyclical0.50%113,138+2,101+1.89%$3,142,974
COLUMBUS MCKINNON CORP N YCMCOIndustrials0.49%211,707+3,717+1.79%$3,076,103
DOCEBO INCDCBOTechnology0.48%172,367+71,364+70.66%$3,011,251
908 DEVICES INCMASSHealthcare0.48%491,221+8,607+1.78%$3,006,273
VAREX IMAGING CORPVREXHealthcare0.47%279,551+5,212+1.90%$2,966,036
LIQUIDIA CORPORATIONLQDAHealthcare0.47%78,171+78,171+100.00%$2,950,174
STEREOTAXIS INCSTXSHealthcare0.46%1,590,101+28,082+1.80%$2,925,786
JOHNSON OUTDOORS INCJOUTConsumer Cyclical0.46%62,864+62,864+100.00%$2,923,805
NEUROPACE INCNPCEHealthcare0.45%217,738+3,846+1.80%$2,863,255
FREIGHTCAR AMER INCRAILIndustrials0.44%352,343+6,199+1.79%$2,808,174
INFUSYSTEM HLDGS INCINFUHealthcare0.44%299,332+5,275+1.79%$2,762,834
AXSOME THERAPEUTICS INC.AXSMHealthcare0.44%16,328-1,053-6.06%$2,759,759
ARLO TECHNOLOGIES INCARLOIndustrials0.43%192,504+3,585+1.90%$2,739,332
IDENTIV INCINVEIndustrials0.43%736,608+12,923+1.79%$2,725,450
SI BONE INCSIBNHealthcare0.42%212,488+3,766+1.80%$2,683,723
TRIMBLE INCTRMBTechnology0.42%40,964-2,644-6.06%$2,672,082
EVERCORE INCEVRFinancial Services0.42%8,939+170+1.94%$2,668,381
CARECLOUD INCCCLDHealthcare0.40%697,836+12,932+1.89%$2,547,101
MATADOR RES COMTDREnergy0.40%39,998+802+2.05%$2,527,074
NOVANTA INCNOVTTechnology0.39%20,703+366+1.80%$2,445,231
ONTERRIS INCMEGIndustrials0.39%111,473+1,960+1.79%$2,440,144
PAYMENTUS HOLDINGS INCPAYTechnology0.38%94,842+1,767+1.90%$2,408,987
EXTREME NETWORKS INCEXTRTechnology0.38%158,032+2,945+1.90%$2,383,123
CHENIERE ENERGY INCLNGEnergy0.36%8,113-150-1.82%$2,302,145
DISNEY WALT CODISCommunication Services0.35%22,806-617-2.63%$2,198,042
LIGHTPATH TECHNOLOGIES INCLPTHTechnology0.34%216,531+175,624+429.33%$2,171,806
WORKIVA INCWKTechnology0.34%36,333-3,187-8.06%$2,166,537
RIVERVIEW BANCORP INCRVSBFinancial Services0.34%390,295+10,316+2.71%$2,146,623
CODA OCTOPUS GROUP INCCODAIndustrials0.34%189,640+166,341+713.94%$2,142,932
RED VIOLET INCRDVTTechnology0.33%60,942+1,079+1.80%$2,108,593
CS DISCO INCLAWTechnology0.33%539,314+9,534+1.80%$2,060,179
Essex Investment Management Co Llc Portfolio Stock Holdings | InsiderSet