Essex Woodlands Management, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Essex Woodlands Management, Inc. reported 6 stock positions worth $307.1 million. Its top holding was Mimedx (MDXG) at 64.1% of the portfolio, followed by Bioventus Class A (BVS, 28.4%) and Eyepoint (EYPT, 5.0%). Compared with Q2 2025, it reduced 1. The biggest sale was Eyepoint (EYPT, shares −7%).

Most Recent 13F
Q2 2026
Location
THE WOODLANDS, TX
CIK
0001542339
Portfolio Value
$307.1M (Q3 2025)
SEC Filing
0000908834-25-000324 ↗ filed Nov 12, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $344.8M Q1 2024 Q2 2024: $306.7M Q2 2024 Q3 2024: $350.4M Q3 2024 Q4 2024: $433.2M Q4 2024 Q1 2025: $346.7M Q1 2025 Q2 2025: $279.1M Q2 2025 Q3 2025: $307.1M $307.1M Q3 2025 Q4 2025: $318.3M Q4 2025 Q1 2026: $250.5M Q1 2026 Q2 2026: $254.2M Q2 2026

Holdings 6 stocks · $307.1M

MDXG Mimedx Group Inc. 64.08% 28,195,249 $196.8M No change
BVS Bioventus Inc. Class A 28.36% 13,021,324 $87.1M No change
EYPT Eyepoint Inc. 5.03% 1,084,857 $15.4M Reduce -7.3%
TELA Tela Bio Inc. 1.99% 4,110,709 $6.1M No change
MNOV Medicinova Inc. 0.46% 1,105,941 $1.4M No change
VERO Venus Concept Inc. 0.07% 99,021 $228K No change

Portfolio Sells Q2 2025 → Q3 2025

EYPT Eyepoint Inc. Reduce -7.3% 5.03% +1.09

Portfolio Buys Q2 2025 → Q3 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$254.2MBVS, MDXG, EYPT, TELA, MNOV
Q1 2026 5$250.5MBVS, MDXG, EYPT, TELA, MNOV
Q4 2025 6$318.3MMDXG, BVS, EYPT, TELA, MNOV
Q3 2025 6$307.1MMDXG, BVS, EYPT, TELA, MNOV
Q2 2025 6$279.1MMDXG, BVS, EYPT, TELA, MNOV
Q1 2025 6$346.7MMDXG, BVS, EYPT, TELA, MNOV
Q4 2024 7$433.2MMDXG, BVS, TELA, EYPT, MNOV
Q3 2024 7$350.4MMDXG, BVS, EYPT, TELA, RVNC
Q2 2024 7$306.7MMDXG, BVS, TELA, EYPT, MNOV
Q1 2024 7$344.8MMDXG, BVS, EYPT, TELA, RVNC