Essex Woodlands Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Essex Woodlands Management, Inc. reported 6 stock positions worth $318.3 million. Its top holding was Mimedx (MDXG) at 60.0% of the portfolio, followed by Bioventus Class A (BVS, 30.4%) and Eyepoint (EYPT, 6.2%). Compared with Q3 2025, it added to 1. The biggest buy was Tela Bio (TELA, shares +88%).
- Most Recent 13F
- Q2 2026
- Location
- THE WOODLANDS, TX
- CIK
- 0001542339
- Portfolio Value
- $318.3M (Q4 2025)
- SEC Filing
- 0000908834-26-000038 ↗ filed Feb 4, 2026
Holdings Value
Holdings 6 stocks · $318.3M
| MDXG Mimedx Group Inc. | 59.97% | 28,195,249 | $190.9M | No change |
| BVS Bioventus Inc. Class A | 30.44% | 13,021,324 | $96.9M | No change |
| EYPT Eyepoint Inc. | 6.23% | 1,084,857 | $19.8M | No change |
| TELA Tela Bio Inc. | 2.86% | 7,714,709 | $9.1M | Add +87.7% |
| MNOV Medicinova Inc. | 0.46% | 1,105,941 | $1.4M | No change |
| VERO Venus Concept Inc. | 0.05% | 99,021 | $147K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| None this quarter. | |||
Portfolio Buys Q3 2025 → Q4 2025
| TELA Tela Bio Inc. | Add +87.7% | 2.86% | +0.87 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $254.2M | BVS, MDXG, EYPT, TELA, MNOV |
| Q1 2026 | 5 | $250.5M | BVS, MDXG, EYPT, TELA, MNOV |
| Q4 2025 | 6 | $318.3M | MDXG, BVS, EYPT, TELA, MNOV |
| Q3 2025 | 6 | $307.1M | MDXG, BVS, EYPT, TELA, MNOV |
| Q2 2025 | 6 | $279.1M | MDXG, BVS, EYPT, TELA, MNOV |
| Q1 2025 | 6 | $346.7M | MDXG, BVS, EYPT, TELA, MNOV |
| Q4 2024 | 7 | $433.2M | MDXG, BVS, TELA, EYPT, MNOV |
| Q3 2024 | 7 | $350.4M | MDXG, BVS, EYPT, TELA, RVNC |
| Q2 2024 | 7 | $306.7M | MDXG, BVS, TELA, EYPT, MNOV |
| Q1 2024 | 7 | $344.8M | MDXG, BVS, EYPT, TELA, RVNC |