EIM
PBPB

Essex Investment Management’s Potbelly PBPB Stock Holding History

Essex Investment Management’s Portfolio PBPB Stock Details PBPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-220,446
Closed -$2.7M – 319
2025
Q2 		$2.7M Sell
220,446
-1,456
-0.7% -$14.3K 0.49% 83
2025
Q1 		$2.11M Buy
+221,902
New +$2.45M 0.44% 102

Other funds holding PBPB

NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 20.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return

Essex Investment Management's PBPB Position: Q3 2025 in Review

Essex Investment Management sold out of Potbelly (PBPB) in Q3 2025, closing a stake of 220,446 shares — an estimated $2.7M sold.

Essex Investment Management first reported a position in PBPB in Q1 2025 and held it in 2 quarters. The position peaked at $2.7M in Q2 2025. 132 funds tracked by Wall St. Rank hold PBPB as of Q3 2025.

  • Essex Investment Management reported no remaining Potbelly position as of Q3 2025 after selling out during the quarter.
  • Essex Investment Management sold 220,446 Potbelly shares in Q3 2025, an estimated $2.7M.
  • Essex Investment Management first reported a position in Potbelly in Q1 2025 and held it in 2 quarters.
  • Essex Investment Management's Potbelly position peaked at $2.7M in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Potbelly as of Q3 2025.

Based on Essex Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.