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Essex Investment Management’s IBEX IBEX Stock Holding History

Essex Investment Management’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.55M Buy
57,758
+1,025
+2% +$33.2K 0.25% 124
2025
Q4 		$2.17M Sell
56,733
-1,269
-2% -$46.9K 0.33% 111
2025
Q3 		$2.35M Buy
58,002
+1,912
+3% +$60.8K 0.36% 107
2025
Q2 		$1.63M Sell
56,090
-344
-0.6% -$9.2K 0.3% 122
2025
Q1 		$1.37M Buy
+56,434
New +$1.35M 0.29% 134

Other funds holding IBEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Essex Investment Management increased its IBEX (IBEX) stake by 1.8% in Q1 2026, buying an estimated $33.2K and bringing the position to 57,758 shares worth $1.55M. The position accounts for 0.25% of the portfolio, ranked #124.

Essex Investment Management first reported a position in IBEX in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.35M in Q3 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • Essex Investment Management held 57,758 shares of IBEX worth $1.55M as of Q1 2026.
  • Essex Investment Management bought 1,025 IBEX shares in Q1 2026, an estimated $33.2K.
  • IBEX made up 0.25% of Essex Investment Management's portfolio in Q1 2026, its #124 holding.
  • Essex Investment Management first reported a position in IBEX in Q1 2025 and has held it in 5 quarters since.
  • Essex Investment Management's IBEX position peaked at $2.35M in Q3 2025.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

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