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Essex Investment Management’s LiveOne LVO Stock Holding History

Essex Investment Management’s Portfolio LVO Stock Details LVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Sell
24,494
-41
-0.2% -$232 0.02% 226
2026
Q1 		$125K Buy
+24,535
New +$119K 0.02% 227
2020
Q4 		– Sell
-52,944
Closed -$1.37M – 498
2020
Q3 		$1.37M Buy
+52,944
New +$1.66M 0.2% 168

Other funds holding LVO

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Essex Investment Management reduced its LiveOne (LVO) stake by 0.17% in Q2 2026, selling an estimated $232 and leaving 24,494 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #226.

Essex Investment Management first reported a position in LVO in Q3 2020 and has held it in 3 quarters since. The position peaked at $1.37M in Q3 2020. 31 funds tracked by Wall St. Rank hold LVO as of Q2 2026.

  • Essex Investment Management held 24,494 shares of LiveOne worth $157K as of Q2 2026.
  • Essex Investment Management sold 41 LiveOne shares in Q2 2026, an estimated $232.
  • LiveOne made up 0.02% of Essex Investment Management's portfolio in Q2 2026, its #226 holding.
  • Essex Investment Management first reported a position in LiveOne in Q3 2020 and has held it in 3 quarters since.
  • Essex Investment Management's LiveOne position peaked at $1.37M in Q3 2020.
  • 31 funds tracked by Wall St. Rank held LiveOne as of Q2 2026.

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