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Covestor Ltd

SEC CIK
0001909846
Latest filing
Aug 7, 2026

ESMT holding history

EngageSmart, Inc. in every 13F filed by Covestor Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ESMT overviewAll 13F holders of ESMTFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2022
Holdings of ESMT by Covestor Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−8,964−100.0%Sold outHolders
Q4 20238,964$205.0K0.1%−1,012−10.1%ReducedHolders
Q3 20239,976$179.0K0.1%−20.0%ReducedHolders
Q2 20239,978$190.0K0.1%+6,045+153.7%AddedHolders
Q1 20233,933$76.0K0.1%+1,066+37.2%AddedHolders
Q4 20222,867$50.0K<0.1%+2,853+20,378.6%AddedHolders
Q3 202214$00.0%−3−17.6%ReducedHolders
Q2 202217$00.0%−5−22.7%ReducedHolders
Q1 202222$00.0%+22NewHolders