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Essex Investment Management’s Dragonfly Energy DFLI Stock Holding History

Essex Investment Management’s Portfolio DFLI Stock Details DFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-196,007
Closed -$602K – 316
2025
Q4 		$602K Buy
+196,007
New +$1.8M 0.09% 165

Other funds holding DFLI

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Essex Investment Management's DFLI Position: Q1 2026 in Review

Essex Investment Management sold out of Dragonfly Energy (DFLI) in Q1 2026, closing a stake of 196,007 shares — an estimated $602K sold.

Essex Investment Management first reported a position in DFLI in Q4 2025 and held it in 1 quarter. The position peaked at $602K in Q4 2025. 28 funds tracked by Wall St. Rank hold DFLI as of Q1 2026.

  • Essex Investment Management reported no remaining Dragonfly Energy position as of Q1 2026 after selling out during the quarter.
  • Essex Investment Management sold 196,007 Dragonfly Energy shares in Q1 2026, an estimated $602K.
  • Essex Investment Management first reported a position in Dragonfly Energy in Q4 2025 and held it in 1 quarter.
  • Essex Investment Management's Dragonfly Energy position peaked at $602K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Dragonfly Energy as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.