EngageSmart, Inc.
ESMTDelisted Jan 26, 2024- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001863105
EngageSmart, Inc. was delisted on Jan 26, 2024; its insiders filed their last Form 4 on Jan 29, 2024; 149 institutions reported holding it in 13F filings for Q4 2023, worth $3.62B in total; no superinvestor held it.
Key figures
- Insider buys
- 0
- Open market, last 90 days
- Insider sells
- 0
- Open market, last 90 days
- 13F holders
- 149
- Q4 2023, +19 vs. previous quarter
- 13F value
- $3.62B
- Reported value at the end of Q4 2023
- Superinvestors holding
- 0
- At the end of Q4 2023
Superinvestors holding ESMT, Q4 2023
No superinvestor reported holding ESMT at the end of Q4 2023.
Latest insider trades
Open-market purchases and sales by EngageSmart, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jan 3, 2024 (view filing) | Jan 2 | 1 day | O'Brien Kevin WilliamSee Remarks | SSale | −3.00K | $22.90 | −$68.7K | −12.0%22.1K after | 10b5-1 |
| Jan 3, 2024 (view filing) | Jan 2 | 1 day | Seltzer Jonathan ColePresident, SMB Solutions | SSale | −3.50K | $22.90 | −$80.2K | −48.9%3.66K after | 10b5-1 |
| Dec 5, 2023 (view filing) | Dec 1 | 4 days | O'Brien Kevin WilliamSee Remarks | SSale | −3.00K | $22.82 | −$68.5K | −11.2%23.7K after | 10b5-1 |
| Dec 5, 2023 (view filing) | Dec 1 | 4 days | Seltzer Jonathan ColePresident, SMB Solutions | SSale | −3.50K | $22.83 | −$79.9K | −67.7%1.67K after | 10b5-1 |
| Nov 29, 2023 (view filing) | Nov 27 | 2 days | Donovan Patrick FChief Accounting Officer | SSale | −32.0K | $22.85 | −$731.2K | −88.6%4.13K after | |
| Nov 3, 2023 (view filing) | Nov 1 | 2 days | O'Brien Kevin WilliamSee Remarks | SSale | −3.00K | $22.66 | −$68.0K | −10.1%26.7K after | 10b5-1 |
| Nov 3, 2023 (view filing) | Nov 1 | 2 days | Seltzer Jonathan ColePresident, SMB Solutions | SSale | −3.50K | $22.64 | −$79.2K | −67.7%1.67K after | 10b5-1 |
| Oct 3, 2023 (view filing) | Oct 2 | 1 day | O'Brien Kevin WilliamSee Remarks | SSale | −3.00K | $18.32 | −$55.0K | −11.2%23.8K after | 10b5-1 |
| Oct 3, 2023 (view filing) | Oct 2 | 1 day | Seltzer Jonathan ColePresident, SMB Solutions | SSale | −3.50K | $18.52 | −$64.8K | −67.7%1.67K after | 10b5-1 |
| Sep 6, 2023 (view filing) | Sep 1 | 5 days | O'Brien Kevin WilliamSee Remarks | SSale | −3.00K | $17.83 | −$53.5K | −10.5%25.7K after | 10b5-1 |
Top 10 13F holders, Q4 2023
The largest institutional positions in EngageSmart, Inc. at the end of Q4 2023; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| General Atlantic LLC | 90,271,540 | $2.07B | 29.66% | 00.0% | Unchanged |
| Summit Partners L P | 25,004,973 | $572.6M | 20.89% | 00.0% | Unchanged |
| FIL Ltd | 6,733,388 | $154.2M | 0.16% | +6,733,388 | New |
| Vanguard Group Inc | 5,160,033 | $118.2M | 0.00% | −85,103−1.6% | Reduced |
| BlackRock Inc. | 4,017,980 | $92.0M | 0.00% | −765,101−16.0% | Reduced |
| Dragoneer Investment Group, LLC | 2,191,705 | $50.2M | 1.09% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 1,552,308 | $35.5M | 5.39% | +1,552,308 | New |
| State Street Corp | 1,283,453 | $29.4M | 0.00% | +105,937+9.0% | Added |
| Woodline Partners LP | 1,215,046 | $27.8M | 0.30% | +1,204,614+11,547.3% | Added |
| Geode Capital Management, LLC | 1,077,492 | $24.7M | 0.00% | +71,697+7.1% | Added |