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, Q3 2021
Institutional positions in EngageSmart, Inc. as of Sep 30, 2021. 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
- Institutional holders
- 77
- +77 vs. Q2 2021
- Shares held
- 140.4M
- +140.4M vs. Q2 2021
- Total value
- $4.78B
- +$4.78B vs. Q2 2021
- New holders
- 77
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q2 2021: 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, Q3 2021
Shares, value and share of portfolio for each institution holding EngageSmart, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| General Atlantic LLC | 97,209,436 | $3.31B | 19.39% | +97,209,436 | New |
| Summit Partners L P | 26,926,752 | $917.1M | 31.63% | +26,926,752 | New |
| Dragoneer Investment Group, LLC | 2,100,000 | $71.5M | 0.94% | +2,100,000 | New |
| BlackRock Inc. | 1,286,254 | $43.8M | 0.00% | +1,286,254 | New |
| Holocene Advisors, LP | 1,195,678 | $40.7M | 0.23% | +1,195,678 | New |
| Millennium Management LLC | 1,047,798 | $35.7M | 0.05% | +1,047,798 | New |
| FMR LLC | 1,017,200 | $34.6M | 0.00% | +1,017,200 | New |
| Citadel Advisors LLC | 823,259 | $28.0M | 0.03% | +823,259 | New |
| TimesSquare Capital Management, LLC | 811,525 | $27.6M | 0.24% | +811,525 | New |
| Janus Henderson Group PLC | 725,000 | $24.7M | 0.01% | +725,000 | New |
| Schonfeld Strategic Advisors LLC | 633,811 | $21.6M | 0.25% | +633,811 | New |
| LMR Partners LLP | 555,763 | $18.9M | 0.26% | +555,763 | New |
| Adage Capital Partners GP, L.L.C. | 425,000 | $14.5M | 0.03% | +425,000 | New |
| Whale Rock Capital Management LLC | 400,000 | $13.6M | 0.09% | +400,000 | New |
| Woodline Partners LP | 360,747 | $12.3M | 0.20% | +360,747 | New |
| Norges Bank | 303,868 | $10.3M | 0.00% | +303,868 | New |
| Avidity Partners Management LP | 275,000 | $9.37M | 0.24% | +275,000 | New |
| Marshall Wace North America L.P. | 257,337 | $8.77M | 0.04% | +257,337 | New |
| Hitchwood Capital Management LP | 251,000 | $8.55M | 0.30% | +251,000 | New |
| Ghisallo Capital Management LLC | 240,000 | $8.17M | 0.31% | +240,000 | New |
| Putnam Investments LLC | 219,160 | $7.46M | 0.01% | +219,160 | New |
| Federated Hermes, Inc. | 205,000 | $6.98M | 0.01% | +205,000 | New |
| Driehaus Capital Management LLC | 204,833 | $6.98M | 0.08% | +204,833 | New |
| Ameriprise Financial Inc | 200,000 | $6.81M | 0.00% | +200,000 | New |
| Artemis Investment Management LLP | 161,583 | $5.50M | 0.04% | +161,583 | New |
| Balyasny Asset Management LLC | 155,184 | $5.29M | 0.03% | +155,184 | New |
| Weiss Multi-Strategy Advisers LLC | 150,000 | $5.11M | 0.11% | +150,000 | New |
| Islet Management, LP | 150,000 | $5.11M | 0.25% | +150,000 | New |
| Vulcan Value Partners, LLC | 140,000 | $4.77M | 0.03% | +140,000 | New |
| Untitled Investments LP | 140,000 | $4.77M | 0.96% | +140,000 | New |
| Alyeska Investment Group, L.P. | 125,000 | $4.26M | 0.05% | +125,000 | New |
| Goldman Sachs Group Inc | 122,825 | $4.18M | 0.00% | +122,825 | New |
| XN Exponent Advisors LLC | 120,000 | $4.09M | 0.20% | +120,000 | New |
| Tudor Investment Corp Et Al | 115,586 | $3.94M | 0.08% | +115,586 | New |
| Brookfield Asset Management Inc. | 100,000 | $3.41M | 0.01% | +100,000 | New |
| Caas Capital Management LP | 100,000 | $3.41M | 0.26% | +100,000 | New |
| Squarepoint Ops LLC | 83,385 | $2.84M | 0.02% | +83,385 | New |
| Teacher Retirement System of Texas | 80,000 | $2.73M | 0.01% | +80,000 | New |
| UBS Asset Management Americas Inc | 80,000 | $2.72M | 0.00% | +80,000 | New |
| Vanguard Group Inc | 80,000 | $2.72M | 0.00% | +80,000 | New |
| Zweig-DiMenna Associates LLC | 71,000 | $2.42M | 0.17% | +71,000 | New |
| Polar Asset Management Partners Inc. | 60,838 | $2.07M | 0.02% | +60,838 | New |
| Discovery Capital Management, LLC | 60,500 | $2.06M | 0.16% | +60,500 | New |
| Point72 Asset Management, L.P. | 60,000 | $2.04M | 0.01% | +60,000 | New |
| Monashee Investment Management LLC | 60,000 | $2.04M | 0.38% | +60,000 | New |
| Pinz Capital Management, LP | 46,200 | $1.57M | 0.71% | +46,200 | New |
| Lisanti Capital Growth, LLC | 40,250 | $1.37M | 0.20% | +40,250 | New |
| Manufacturers Life Insurance Company, The | 40,010 | $1.36M | 0.00% | +40,010 | New |
| Davidson Kempner Capital Management LP | 36,000 | $1.23M | 0.02% | +36,000 | New |
| Rokos Capital Management LLP | 35,000 | $1.20M | 0.18% | +35,000 | New |
| Luxor Capital Group, LP | 35,000 | $1.19M | 0.03% | +35,000 | New |
| Laurion Capital Management LP | 35,000 | $1.19M | 0.02% | +35,000 | New |
| Moore Capital Management, LP | 25,000 | $852.0K | 0.02% | +25,000 | New |
| ExodusPoint Capital Management, LP | 24,474 | $834.0K | 0.01% | +24,474 | New |
| Price T Rowe Associates Inc | 22,615 | $770.0K | 0.00% | +22,615 | New |
| Zimmer Partners, LP | 21,000 | $715.0K | 0.01% | +21,000 | New |
| Northern Trust Corp | 19,415 | $661.0K | 0.00% | +19,415 | New |
| Wellington Management Group LLP | 18,184 | $619.0K | 0.00% | +18,184 | New |
| Pentwater Capital Management LP | 16,740 | $570.0K | 0.01% | +16,740 | New |
| Jane Street Group, LLC | 16,609 | $566.0K | 0.00% | +16,609 | New |
| UBS Oconnor LLC | 15,000 | $511.0K | 0.00% | +15,000 | New |
| Boothbay Fund Management, LLC | 12,169 | $414.0K | 0.02% | +12,169 | New |
| Point72 Hong Kong Ltd | 10,643 | $363.0K | 0.03% | +10,643 | New |
| Mirabella Financial Services LLP | 10,000 | $341.0K | 0.04% | +10,000 | New |
| Voloridge Investment Management, LLC | 10,000 | $341.0K | 0.00% | +10,000 | New |
| United Maritime Capital LLC | 9,000 | $307.0K | 0.34% | +9,000 | New |
| SG Americas Securities, LLC | 7,800 | $266.0K | 0.00% | +7,800 | New |
| Maven Securities LTD | 6,757 | $230.0K | 0.03% | +6,757 | New |
| Qube Research & Technologies Ltd | 6,300 | $215.0K | 0.00% | +6,300 | New |
| New York State Common Retirement Fund | 5,560 | $189.0K | 0.00% | +5,560 | New |
| Leonteq Securities AG | 4,100 | $139.6K | 0.01% | +4,100 | New |
| Wells Fargo & Company | 2,989 | $102.0K | 0.00% | +2,989 | New |
| Morgan Stanley | 2,150 | $73.0K | 0.00% | +2,150 | New |
| Advisor Group Holdings, Inc. | 695 | $24.0K | 0.00% | +695 | New |
| Ovata Capital Management Ltd | 400 | $14.0K | 0.01% | +400 | New |
| Bank of America Corp | 50 | $2.00K | 0.00% | +50 | New |
| Harbour Investments, Inc. | 50 | $2.00K | 0.00% | +50 | New |