ESSEX INVESTMENT MANAGEMENT CO LLC

Position in MS — Morgan Stanley

CIK 201772 BOSTON, MA

Position in MS

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$59,738

-$4,705 QoQ

Shares Held

363

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ESSEX INVESTMENT MANAGEMENT CO LLC holds $12,414,136 across 4 Capital Markets names. MS ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,556	$6,392,300
2	BGC	BGC Group, Inc.	336,781	$3,293,718
3	EVR	Evercore Inc.	8,939	$2,668,380
4	MS	Morgan Stanley This page	363	$59,738

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$59,738	363	0.0%	Shares	Sole	2026-05-11
2025-12-31	$64,443	363	0.0%	Shares	Sole	2026-02-13
2025-09-30	$57,702	363	0.0%	Shares	Sole	2025-11-06
2025-06-30	$51,132	363	0.0%	Shares	Sole	2025-08-12
2025-03-31	$42,351	363	0.0%	Shares	Sole	2025-05-07
2024-12-31	$45,636	363	0.0%	Shares	Sole	2025-02-07
2024-09-30	$37,839	363	0.0%	Shares	Sole	2024-10-10
2024-06-30	$35,279	363	0.0%	Shares	Sole	2024-08-12
2024-03-31	$34,180	363	0.0%	Shares	Sole	2024-05-03
2023-12-31	$33,849	363	0.0%	Shares	Sole	2024-02-08
2023-09-30	$29,646	363	-97.4%	Shares	Sole	2023-11-09
2023-06-30	$1,185,864	13,886	-2.3%	Shares	Sole	2023-08-14
2023-03-31	$1,247,638	14,210	-12.4%	Shares	Sole	2023-05-04
2022-12-31	$1,379,024	16,220	-5.1%	Shares	Sole	2023-02-03
2022-09-30	$1,350,754	17,096	-3.7%	Shares	Sole	2022-11-14
2022-06-30	$1,349,988	17,749	-14.7%	Shares	Sole	2022-08-12
2022-03-31	$1,818,007	20,801	-12.5%	Shares	Sole	2022-05-09
2021-12-31	$2,332,576	23,763	-17.4%	Shares	Sole	2022-02-10
2021-09-30	$2,798,927	28,763	-32.4%	Shares	Sole	2021-11-09
2021-06-30	$3,898,933	42,523	0.0%	Shares	Sole	2021-08-12
2021-03-31	$3,302,336	42,523	0.0%	Shares	Sole	2021-05-12
2020-12-31	$2,914,101	42,523	-15.0%	Shares	Sole	2021-02-12
2020-09-30	$2,417,500	50,000	0.0%	Shares	Sole	2020-11-12
2020-06-30	$2,415,000	50,000	—	Shares	Sole	2020-08-04
No filing history on record for this holder in this stock.