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Essex Investment Management’s CuriosityStream CURI Stock Holding History

Essex Investment Management’s Portfolio CURI Stock Details CURI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Sell
595,057
-25,822
-4% -$76.3K 0.21% 124
2026
Q1 		$1.84M Buy
620,879
+10,950
+2% +$37K 0.29% 116
2025
Q4 		$2.32M Sell
609,929
-12,381
-2% -$55.1K 0.35% 105
2025
Q3 		$3.3M Buy
+622,310
New +$2.87M 0.5% 69

Other funds holding CURI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Essex Investment Management's CURI Position: Q2 2026 in Review

Essex Investment Management reduced its CuriosityStream (CURI) stake by 4.2% in Q2 2026, selling an estimated $76.3K and leaving 595,057 shares worth $1.58M. The position accounts for 0.21% of the portfolio, ranked #124.

Essex Investment Management first reported a position in CURI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.3M in Q3 2025. 102 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

  • Essex Investment Management held 595,057 shares of CuriosityStream worth $1.58M as of Q2 2026.
  • Essex Investment Management sold 25,822 CuriosityStream shares in Q2 2026, an estimated $76.3K.
  • CuriosityStream made up 0.21% of Essex Investment Management's portfolio in Q2 2026, its #124 holding.
  • Essex Investment Management first reported a position in CuriosityStream in Q3 2025 and has held it in 4 quarters since.
  • Essex Investment Management's CuriosityStream position peaked at $3.3M in Q3 2025.
  • 102 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on Essex Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.