Essex Investment Management’s Ocular Therapeutix OCUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.33M	Buy	392,718 +6,893	+2%	+$65.7K	0.53%	70
2025 Q4	$4.68M	Sell	385,825 -8,251	-2%	-$100K	0.71%	44
2025 Q3	$4.61M	Buy	394,076 +12,481	+3%	+$149K	0.71%	43
2025 Q2	$3.54M	Sell	381,595 -2,730	-0.7%	-$21.4K	0.64%	51
2025 Q1	$2.82M	Sell	384,325 -2,923	-0.8%	-$22.5K	0.59%	63
2024 Q4	$3.31M	Sell	387,248 -56,429	-13%	-$551K	0.59%	64
2024 Q3	$3.86M	Buy	443,677 +1,168	+0.3%	+$9.63K	0.67%	52
2024 Q2	$3.03M	Buy	442,509 +66,309	+18%	+$409K	0.57%	65
2024 Q1	$3.42M	Buy	376,200 +5,828	+2%	+$41.4K	0.68%	48
2023 Q4	$1.65M	Buy	+370,372	New	+$1.1M	0.33%	118
2023 Q3	–	Sell	-300,977	Closed	-$1.55M	–	385
2023 Q2	$1.55M	Buy	+300,977	New	+$1.79M	0.22%	150
2015 Q4	–	Sell	-11,485	Closed	-$161K	–	323
2015 Q3	$161K	Buy	+11,485	New	+$231K	0.03%	296

Other funds holding OCUL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

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

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Essex Investment Management increased its Ocular Therapeutix (OCUL) stake by 1.8% in Q1 2026, buying an estimated $65.7K and bringing the position to 392,718 shares worth $3.33M. The position accounts for 0.53% of the portfolio, ranked #70.

Essex Investment Management first reported a position in OCUL in Q3 2015 and has held it in 12 quarters since. The position peaked at $4.68M in Q4 2025. 269 funds tracked by Wall St. Rank hold OCUL as of Q1 2026.

Essex Investment Management held 392,718 shares of Ocular Therapeutix worth $3.33M as of Q1 2026.
Essex Investment Management bought 6,893 Ocular Therapeutix shares in Q1 2026, an estimated $65.7K.
Ocular Therapeutix made up 0.53% of Essex Investment Management's portfolio in Q1 2026, its #70 holding.
Essex Investment Management first reported a position in Ocular Therapeutix in Q3 2015 and has held it in 12 quarters since.
Essex Investment Management's Ocular Therapeutix position peaked at $4.68M in Q4 2025.
269 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2026.

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