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.
13F holders, Q4 2023
Institutional positions in EngageSmart, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
ESMT is no longer listed, so this page shows Q4 2023. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 149
- +19 vs. Q3 2023
- Shares held
- 158.1M
- +2.29M (+1.5%) vs. Q3 2023
- Total value
- $3.62B
- +$817.7M (+29.2%) vs. Q3 2023
- New holders
- 53
- 40 more added
- Sold out
- 34
- 41 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ESMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 149 | $3.62B |
| Q3 2023 | 130 | $2.80B |
| Q2 2023 | 126 | $2.96B |
| Q1 2023 | 145 | $2.95B |
| Q4 2022 | 120 | $2.66B |
| Q3 2022 | 104 | $3.10B |
| Q2 2022 | 94 | $2.36B |
| Q1 2022 | 69 | $3.07B |
| Q4 2021 | 76 | $3.43B |
| Q3 2021 | 77 | $4.78B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding EngageSmart, Inc.; 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 |
| Nuveen Asset Management, LLC | 989,378 | $22.7M | 0.01% | −201,952−17.0% | Reduced |
| Morgan Stanley | 970,529 | $22.2M | 0.00% | +255,359+35.7% | Added |
| Dimensional Fund Advisors LP | 908,195 | $20.8M | 0.01% | −490,502−35.1% | Reduced |
| Magnetar Financial LLC | 891,994 | $20.4M | 0.52% | +891,994 | New |
| Glazer Capital, LLC | 811,514 | $18.6M | 1.92% | +811,514 | New |
| Gabelli Funds LLC | 786,375 | $18.0M | 0.14% | +786,375 | New |
| Water Island Capital LLC | 781,752 | $17.9M | 1.83% | +781,752 | New |
| Renaissance Technologies LLC | 744,000 | $17.0M | 0.03% | +353,700+90.6% | Added |
| Janus Henderson Group PLC | 740,143 | $16.9M | 0.01% | +2,659+0.4% | Added |
| Qube Research & Technologies Ltd | 680,970 | $15.6M | 0.04% | +678,765+30,783.0% | Added |
| Bank of America Corp | 675,287 | $15.5M | 0.00% | +489,382+263.2% | Added |
| Tokio Marine Asset Management Co Ltd | 651,200 | $14.9M | 0.82% | +651,200 | New |
| Brown Capital Management LLC | 630,229 | $14.4M | 0.22% | +630,229 | New |
| Walleye Capital LLC | 488,962 | $11.2M | 0.16% | +466,189+2,047.1% | Added |
| Northern Trust Corp | 463,524 | $10.6M | 0.00% | +3,538+0.8% | Added |
| Gabelli & Co Investment Advisers, Inc. | 401,000 | $9.18M | 1.72% | +401,000 | New |
| Norges Bank | 380,000 | $8.70M | 0.00% | −19,100−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 361,061 | $8.27M | 0.00% | +4,130+1.2% | Added |
| Alpine Associates Management Inc. | 354,500 | $8.12M | 0.42% | +354,500 | New |
| New York Life Investment Management LLC | 351,742 | $8.05M | 0.08% | +351,742 | New |
| Summit Creek Advisors LLC | 323,307 | $7.40M | 0.99% | −237,583−42.4% | Reduced |
| Man Group plc | 300,000 | $6.87M | 0.02% | +300,000 | New |
| Millennium Management LLC | 285,436 | $6.54M | 0.01% | −2,387,035−89.3% | Reduced |
| Vivaldi Asset Management, LLC | 280,199 | $6.42M | 0.49% | +280,199 | New |
| Credit Suisse AG | 267,944 | $6.14M | 0.01% | +222,503+489.7% | Added |
| Goldman Sachs Group Inc | 245,687 | $5.63M | 0.00% | +144,526+142.9% | Added |
| Senator Investment Group LP | 235,000 | $5.38M | 0.23% | −765,000−76.5% | Reduced |
| UBS Group AG | 233,845 | $5.36M | 0.00% | +186,527+394.2% | Added |
| Bank of New York Mellon Corp | 209,713 | $4.80M | 0.00% | +9,087+4.5% | Added |
| Herald Investment Management Ltd | 200,000 | $4.58M | 0.87% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 187,426 | $4.29M | 0.00% | +36,679+24.3% | Added |
| Canada Pension Plan Investment Board | 173,600 | $3.98M | 0.01% | +173,600 | New |
| Barclays PLC | 158,959 | $3.64M | 0.00% | +96,205+153.3% | Added |
| Nomura Holdings Inc | 140,598 | $3.22M | 0.03% | +140,598 | New |
| Allspring Global Investments Holdings, LLC | 137,236 | $3.14M | 0.01% | −243,600−64.0% | Reduced |
| Two Sigma Investments, LP | 132,574 | $3.04M | 0.01% | +13,041+10.9% | Added |
| Balyasny Asset Management LLC | 131,554 | $3.01M | 0.01% | +116,871+796.0% | Added |
| CNH Partners LLC | 128,304 | $2.94M | 0.12% | +128,304 | New |
| New York State Common Retirement Fund | 127,736 | $2.93M | 0.00% | +107,944+545.4% | Added |
| Gamco Investors, Inc. Et Al | 125,683 | $2.88M | 0.03% | +125,683 | New |
| Two Sigma Advisers, LP | 122,300 | $2.80M | 0.01% | −54,900−31.0% | Reduced |
| Picton Mahoney Asset Management | 100,000 | $2.29M | 0.11% | +100,000 | New |
| Swiss National Bank | 98,900 | $2.26M | 0.00% | −11,000−10.0% | Reduced |
| Dark Forest Capital Management LP | 87,808 | $2.01M | 0.30% | +41,611+90.1% | Added |
| Kellner Capital, LLC | 78,400 | $1.79M | 3.23% | +78,400 | New |
| Cubist Systematic Strategies, LLC | 71,031 | $1.63M | 0.02% | +71,031 | New |
| Carmignac Gestion | 68,389 | $1.57M | 0.03% | +68,389 | New |
| Rhumbline Advisers | 66,461 | $1.52M | 0.00% | +1,756+2.7% | Added |
| HRT Financial LP | 66,126 | $1.51M | 0.01% | +66,126 | New |
| Alliancebernstein L.P. | 64,630 | $1.48M | 0.00% | +6,810+11.8% | Added |
| First Trust Advisors LP | 63,253 | $1.45M | 0.00% | +63,253 | New |
| Brown Advisory Inc | 62,822 | $1.44M | 0.00% | −1,568−2.4% | Reduced |
| Public Employees Retirement System of Ohio | 52,967 | $1.21M | 0.00% | +52,967 | New |
| California State Teachers Retirement System | 52,712 | $1.21M | 0.00% | −2,252−4.1% | Reduced |
| Legal & General Group Plc | 51,555 | $1.18M | 0.00% | −1,575−3.0% | Reduced |
| Jet Capital Investors L P | 46,145 | $1.06M | 3.86% | +46,145 | New |
| Ameriprise Financial Inc | 45,586 | $1.04M | 0.00% | −89,966−66.4% | Reduced |
| Oxford Asset Management LLP | 45,192 | $1.03M | 1.56% | +45,192 | New |
| Centiva Capital, LP | 45,000 | $1.03M | 0.06% | +45,000 | New |
| Susquehanna Portfolio Strategies, LLC | 44,981 | $1.03M | 0.02% | +44,981 | New |
| Citadel Advisors LLC | 43,883 | $1.00M | 0.00% | −2,175,574−98.0% | Reduced |
| Deutsche Bank AG | 42,709 | $978.0K | 0.00% | +18,457+76.1% | Added |
| Prelude Capital Management, LLC | 36,353 | $832.5K | 0.07% | +36,353 | New |
| Russell Investments Group, Ltd. | 36,185 | $828.6K | 0.00% | +14,233+64.8% | Added |
| Versor Investments LP | 35,802 | $819.9K | 0.17% | +35,802 | New |
| Jane Street Group, LLC | 34,652 | $793.5K | 0.00% | +34,652 | New |
| Raymond James & Associates | 34,525 | $790.6K | 0.00% | −31,989−48.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 32,774 | $750.5K | 0.00% | −43,560−57.1% | Reduced |
| FMR LLC | 32,328 | $740.3K | 0.00% | +7,031+27.8% | Added |
| FORA Capital, LLC | 31,752 | $727.1K | 0.06% | +31,752 | New |
| Quantbot Technologies LP | 31,267 | $716.0K | 0.04% | +20,804+198.8% | Added |
| Renaissance Capital LLC | 30,774 | $704.7K | 0.35% | +30,774 | New |
| STRS Ohio | 30,700 | $703.0K | 0.00% | +13,000+73.4% | Added |
| BCK Capital Management LP | 30,500 | $698.5K | 0.69% | +30,500 | New |
| Squarepoint Ops LLC | 27,922 | $639.4K | 0.00% | +27,922 | New |
| Manufacturers Life Insurance Company, The | 27,678 | $633.8K | 0.00% | −478−1.7% | Reduced |
| Marshall Wace, LLP | 26,900 | $616.0K | 0.00% | −296,412−91.7% | Reduced |
| Blackstone Group Inc. | 26,554 | $608.1K | 0.00% | +26,554 | New |
| MetLife Investment Management | 25,965 | $594.6K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 25,695 | $588.4K | 0.00% | +5,890+29.7% | Added |
| Guggenheim Capital LLC | 25,320 | $579.8K | 0.00% | +25,320 | New |
| Point72 Middle East FZE | 24,227 | $554.8K | 0.04% | +24,227 | New |
| American International Group, Inc. | 24,164 | $553.4K | 0.00% | −98−0.4% | Reduced |
| Royal Bank of Canada | 23,415 | $536.0K | 0.00% | +8,455+56.5% | Added |
| Invesco Ltd. | 22,614 | $517.9K | 0.00% | −39,579−63.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,590 | $517.3K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 22,293 | $511.0K | 0.00% | +11,349+103.7% | Added |
| DLD Asset Management, LP | 22,000 | $503.8K | 0.08% | +22,000 | New |
| ProShare Advisors LLC | 21,686 | $496.6K | 0.00% | +21,686 | New |
| XTX Topco Ltd | 20,736 | $474.9K | 0.10% | +20,736 | New |