ESSEX INVESTMENT MANAGEMENT CO LLC PPIH — PERMA-PIPE INTL HLDGS INC

Ownership history in ESSEX INVESTMENT MANAGEMENT CO LLC  ·  8 quarters on record

AI Ownership Summary

ESSEX INVESTMENT MANAGEMENT CO LLC reported PERMA-PIPE INTL HLDGS INC (PPIH) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q2. The latest visible filing shows PPIH at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PPIH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ESSEX INVESTMENT MANAGEMENT CO LLC's position in PERMA-PIPE INTL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PPIH was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PPIH stock page ESSEX INVESTMENT MANAGEMENT CO LLC fund profile ESSEX INVESTMENT MANAGEMENT CO LLC full holdings
How ESSEX INVESTMENT MANAGEMENT CO LLC held PPIH — position size vs. price
% of Fund (quarterly)    PPIH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 9,516 -10 -0.1% 0.03% $259K 2026-08-06 $25.99
2026 Q1 UNCHANGED — — — 9,526 — 0% 0.04% $284K 2026-05-11 $33.76
2025 Q4 UNCHANGED — — — 9,526 — 0% 0.04% $289K 2026-02-13 $32.23
2025 Q3 REDUCED 26.4% +37.6% ❌ 9,526 -3,416 -26.4% 0.03% $223K 2025-11-06 $27.87
2025 Q2 REDUCED — — — 12,942 -151 -1.2% 0.05% $296K 2025-08-12 $26.50
2025 Q1 REDUCED — — — 13,093 -24 -0.2% 0.03% $163K 2025-05-07 $12.80
2024 Q4 REDUCED 10.3% -16.9% ✅ 13,117 -1,514 -10.3% 0.04% $196K 2025-02-07 $14.95
2024 Q3 INITIATED — — — 14,631 — — 0.03% $190K 2024-10-10 $13.37

🏢 Other funds also holding PPIH

As of 2026 Q3 — sorted by position size

Farther Finance Advisors, LLC 3Y 0.0% GAMMA Investing LLC 0.0%

FAQ About ESSEX INVESTMENT MANAGEMENT CO LLC and PPIH

These are the practical questions this page is built to answer before you even open the full history table.

How long has ESSEX INVESTMENT MANAGEMENT CO LLC reported owning PPIH?

ESSEX INVESTMENT MANAGEMENT CO LLC reported PPIH across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported PPIH position in ESSEX INVESTMENT MANAGEMENT CO LLC's portfolio?

The largest reported portfolio weight for PPIH was 0.05% in 2025 Q2.

What is the latest reported PPIH position on this page?

The most recent filing on this page is 2026 Q2, when ESSEX INVESTMENT MANAGEMENT CO LLC reported 9,516 shares, equal to 0.03% of portfolio, with an estimated market value of $259K.

What does the chart on this PPIH ownership page compare?

The chart compares ESSEX INVESTMENT MANAGEMENT CO LLC's quarterly PPIH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ESSEX INVESTMENT MANAGEMENT CO LLC time their PPIH position?

Based on 13F filing dates vs. subsequent PPIH price moves, ESSEX INVESTMENT MANAGEMENT CO LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on PPIH relative to SPY over the holding period was +2600.9%.

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