Essex Investment Management’s InfuSystem Holdings INFU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.76M	Buy	299,332 +5,275	+2%	+$46K	0.44%	89
2025 Q4	$2.64M	Sell	294,057 -6,340	-2%	-$60.7K	0.4%	98
2025 Q3	$3.11M	Buy	300,397 +24,634	+9%	+$204K	0.48%	78
2025 Q2	$1.72M	Buy	+275,763	New	+$1.52M	0.31%	119
2016 Q4	–	Sell	-87,686	Closed	-$244K	–	359
2016 Q3	$244K	Sell	87,686 -1,939	-2%	-$5.49K	0.04%	310
2016 Q2	$233K	Sell	89,625 -953	-1%	-$3K	0.04%	293
2016 Q1	$319K	Buy	+90,578	New	+$286K	0.05%	279

Other funds holding INFU

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Essex Investment Management increased its InfuSystem Holdings (INFU) stake by 1.8% in Q1 2026, buying an estimated $46K and bringing the position to 299,332 shares worth $2.76M. The position accounts for 0.44% of the portfolio, ranked #89.

Essex Investment Management first reported a position in INFU in Q1 2016 and has held it in 7 quarters since. The position peaked at $3.11M in Q3 2025. 96 funds tracked by Wall St. Rank hold INFU as of Q1 2026.

Essex Investment Management held 299,332 shares of InfuSystem Holdings worth $2.76M as of Q1 2026.
Essex Investment Management bought 5,275 InfuSystem Holdings shares in Q1 2026, an estimated $46K.
InfuSystem Holdings made up 0.44% of Essex Investment Management's portfolio in Q1 2026, its #89 holding.
Essex Investment Management first reported a position in InfuSystem Holdings in Q1 2016 and has held it in 7 quarters since.
Essex Investment Management's InfuSystem Holdings position peaked at $3.11M in Q3 2025.
96 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q1 2026.

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