EIM
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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
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 $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 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: Q1 2026 in Review

Essex Investment Management increased its Information Services Group (III) stake by 1.8% in Q1 2026, buying an estimated $33.2K and bringing the position to 383,400 shares worth $1.47M. The position accounts for 0.23% of the portfolio, ranked #128.

Essex Investment Management first reported a position in III in Q1 2020 and has held it in 3 quarters since. The position peaked at $2.18M in Q4 2025. 143 funds tracked by Wall St. Rank hold III as of Q1 2026.

  • Essex Investment Management held 383,400 shares of Information Services Group worth $1.47M as of Q1 2026.
  • Essex Investment Management bought 6,746 Information Services Group shares in Q1 2026, an estimated $33.2K.
  • Information Services Group made up 0.23% of Essex Investment Management's portfolio in Q1 2026, its #128 holding.
  • Essex Investment Management first reported a position in Information Services Group in Q1 2020 and has held it in 3 quarters since.
  • Essex Investment Management's Information Services Group position peaked at $2.18M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Information Services Group as of Q1 2026.

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