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