AI Holders Summary · Q1 2026

167 institutions reported BVS in Q1 2026. Essex Woodlands Management, Inc. leads at 32.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

Essex Woodlands Management, Inc.

CIK 0001542339

$119M13.0M47.45%Q1 2026 02

Nantahala Capital Management, LLC

CIK 0001472322

$56M6.1M2.06%Q1 2026 03

Juniper Investment Company, LLC

CIK 0001794034

$52M6.9M17.75%Q4 2025 04

BlackRock, Inc.

CIK 0002012383

$29M3.1M0.00%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$16M1.7M0.00%Q1 2026 06

ROYCE & ASSOCIATES LP

CIK 0000906304

$14M1.5M0.14%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$11M1.2M0.00%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$9M988K0.00%Q1 2026 09

Vanguard Portfolio Management

CIK 0002100121· Index

$9M973K0.00%Q1 2026 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$8M873K0.00%Q1 2026 11

Kent Lake PR LLC

CIK 0002037231

$7M1.0M3.38%Q3 2025 12

Hillsdale Investment Management Inc.

CIK 0001368465

$6M671K0.17%Q1 2026 13

OBERWEIS ASSET MANAGEMENT INC/

CIK 0000937886

$6M628K0.17%Q1 2026 14

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$6M620K0.00%Q1 2026 15

ESSEX INVESTMENT MANAGEMENT CO LLC

CIK 0000201772

$6M603K0.87%Q1 2026 16

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$4M489K0.01%Q1 2026 17

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$4M475K0.09%Q1 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$4M473K0.00%Q1 2026 19

FMR LLC

CIK 0000315066

$4M396K0.00%Q1 2026 20

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$3M374K0.00%Q1 2026

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