ESSEX INVESTMENT MANAGEMENT CO LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ESSEX INVESTMENT MANAGEMENT CO LLC opened 25 positions, added to 28, reduced 150, sold out of 23 and left 84 unchanged. The largest increase in value was OUST (+$10,740,445); the largest decrease was GSAT (-$11,003,469).
- OUST: Country of operation United States; Class COM; Shares 2026-03-31 184,585; Shares 2026-06-30 226,028.
- SFM: Country of operation United States; Class COM; Shares 2026-03-31 10,403; Shares 2026-06-30 55,176.
- BDSX: Country of operation United States; Class COM; Shares 2026-03-31 132,086; Shares 2026-06-30 241,915.
- RDVT: Country of operation United States; Class COM; Shares 2026-03-31 60,942; Shares 2026-06-30 82,555.
Two Form 13F-HR filings compared (SEC CIK 201772): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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OUST OUSTER INC | United States | COM | 184,585 | 226,028 | +41,443 | $3,390,826 | $14,131,271 | +$10,740,445 |
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SFM SPROUTS FMRS MKT INC | United States | COM | 10,403 | 55,176 | +44,773 | $802,383 | $4,666,786 | +$3,864,403 |
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BDSX BIODESIX INC | United States | COM | 132,086 | 241,915 | +109,829 | $1,915,247 | $5,455,183 | +$3,539,936 |
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RDVT RED VIOLET INC | United States | COM | 60,942 | 82,555 | +21,613 | $2,108,593 | $5,260,405 | +$3,151,812 |
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BMI BADGER METER INC | United States | COM | 9,158 | 28,041 | +18,883 | $1,395,221 | $4,160,724 | +$2,765,503 |
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LYTS LSI INDS INC OHIO | United States | COM | 274,082 | 295,820 | +21,738 | $5,097,925 | $7,862,896 | +$2,764,971 |
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LPTH LIGHTPATH TECHNOLOGIES INC | United States | COM | 216,531 | 285,052 | +68,521 | $2,171,806 | $4,660,600 | +$2,488,794 |
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PATK PATRICK INDS INC | United States | COM | 46,228 | 82,960 | +36,732 | $5,134,544 | $7,448,149 | +$2,313,605 |
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LTRX LANTRONIX INC | United States | COM | 342,489 | 662,070 | +319,581 | $1,794,642 | $3,892,972 | +$2,098,330 |
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LGCY LEGACY ED INC | United States | COM | 143,439 | 329,894 | +186,455 | $1,795,856 | $3,879,553 | +$2,083,697 |
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III INFORMATION SVCS GROUP INC | United States | COM | 383,400 | 808,345 | +424,945 | $1,472,256 | $3,322,298 | +$1,850,042 |
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APYX APYX MEDICAL CORPORATION | United States | COM | 901,398 | 1,136,630 | +235,232 | $3,326,159 | $5,103,469 | +$1,777,310 |
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SIBN SI BONE INC | United States | COM | 212,488 | 271,404 | +58,916 | $2,683,723 | $4,429,313 | +$1,745,590 |
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AVPT AVEPOINT INC | United States | COM | 498,482 | 571,541 | +73,059 | $4,740,564 | $6,406,975 | +$1,666,411 |
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IBEX IBEX LTD | | COM | 57,758 | 98,156 | +40,398 | $1,549,070 | $2,980,998 | +$1,431,928 |
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OSG OCTAVE SPECIALTY GROUP INC | United States | COM | 418,203 | 539,289 | +121,086 | $1,944,644 | $3,365,163 | +$1,420,519 |
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JOUT JOHNSON OUTDOORS INC | United States | COM | 62,864 | 94,176 | +31,312 | $2,923,805 | $4,335,863 | +$1,412,058 |
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OCUL OCULAR THERAPEUTIX INC | United States | COM | 392,718 | 482,154 | +89,436 | $3,326,321 | $4,734,752 | +$1,408,431 |
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CMCO COLUMBUS MCKINNON CORP N Y | United States | COM | 211,707 | 278,316 | +66,609 | $3,076,103 | $4,210,921 | +$1,134,818 |
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CODA CODA OCTOPUS GROUP INC | United States | COM | 189,640 | 322,278 | +132,638 | $2,142,932 | $3,148,656 | +$1,005,724 |
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BLND BLEND LABS INC | United States | COM | 762,290 | 1,254,746 | +492,456 | $1,295,893 | $2,145,616 | +$849,723 |
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DAKT DAKTRONICS INC | United States | COM | 182,086 | 216,428 | +34,342 | $3,559,781 | $4,233,332 | +$673,551 |
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MWH SOLV ENERGY INC | United States | COM | 17,808 | 30,436 | +12,628 | $534,774 | $1,036,346 | +$501,572 |
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LNN LINDSAY CORP | United States | COM | 5,927 | 9,004 | +3,077 | $705,728 | $1,114,695 | +$408,967 |
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TRMB TRIMBLE INC | United States | COM | 40,964 | 48,080 | +7,116 | $2,672,082 | $2,460,734 | -$211,348 |
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OESX ORION ENERGY SYS INC | United States | COM | 12,557 | 20,608 | +8,051 | $109,748 | $240,908 | +$131,160 |
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LNSR LENSAR INC | United States | COM | 30,034 | 53,258 | +23,224 | $179,003 | $304,103 | +$125,100 |
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ECL ECOLAB INC | United States | COM | 83 | 97 | +14 | $22,080 | $27,025 | +$4,945 |
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