Essex Investment Management’s Information Services Group III Stock Holding History

Essex Investment Management’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.32M	Buy	808,345 +424,945	+111%	+$1.78M	0.44%	90
2026 Q1	$1.47M	Buy	383,400 +6,746	+2%	+$33.2K	0.23%	128
2025 Q4	$2.18M	Buy	+376,654	New	+$2.11M	0.33%	110
2020 Q2	–	Sell	-350,583	Closed	-$901K	–	434
2020 Q1	$901K	Buy	+350,583	New	+$977K	0.18%	168

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIC

Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

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

Essex Investment Management increased its Information Services Group (III) stake by 111% in Q2 2026, buying an estimated $1.78M and bringing the position to 808,345 shares worth $3.32M. The position accounts for 0.44% of the portfolio, ranked #90.

Essex Investment Management first reported a position in III in Q1 2020 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold III as of Q2 2026.

Essex Investment Management held 808,345 shares of Information Services Group worth $3.32M as of Q2 2026.
Essex Investment Management bought 424,945 Information Services Group shares in Q2 2026, an estimated $1.78M.
Information Services Group made up 0.44% of Essex Investment Management's portfolio in Q2 2026, its #90 holding.
Essex Investment Management first reported a position in Information Services Group in Q1 2020 and has held it in 4 quarters since.
137 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

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