EngageSmart, Inc.

ESMTDelisted Jan 26, 2024

Industry: Services-Prepackaged Software
SEC CIK: 0001863105

SEC filings (opens in a new tab)

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.

Q3 2021 vs. Q2 2021

How the institutions holding EngageSmart, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021 All holders in Q2 2021

13F holders of ESMT: Q2 2021 compared with Q3 2021
Measure	Q2 2021	Q3 2021	Change
Holders	0	77	+77
Shares	0	140.4M	+140.4M
Value	$0	$4.78B	+$4.78B

New holders (77)

Institutions that held EngageSmart, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

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

Sold out (0)

Institutions that held EngageSmart, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

None.