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 2021
Institutional positions in EngageSmart, Inc. as of Dec 31, 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
- 76
- +1 vs. Q3 2021
- Shares held
- 142.2M
- +2.18M (+1.6%) vs. Q3 2021
- Total value
- $3.43B
- −$1.34B (−28.1%) vs. Q3 2021
- New holders
- 41
- 18 more added
- Sold out
- 40
- 9 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding EngageSmart, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| General Atlantic LLC | 97,209,436 | $2.34B | 18.09% | 00.0% | Unchanged |
| Summit Partners L P | 26,926,752 | $650.5M | 20.82% | 00.0% | Unchanged |
| Dragoneer Investment Group, LLC | 2,773,598 | $66.9M | 0.77% | +673,598+32.1% | Added |
| FMR LLC | 2,543,024 | $61.3M | 0.00% | +1,525,824+150.0% | Added |
| Adage Capital Partners GP, L.L.C. | 1,825,000 | $44.0M | 0.08% | +1,400,000+329.4% | Added |
| BlackRock Inc. | 1,535,798 | $37.0M | 0.00% | +249,544+19.4% | Added |
| Millennium Management LLC | 1,492,512 | $36.0M | 0.04% | +444,714+42.4% | Added |
| Holocene Advisors, LP | 1,001,274 | $24.2M | 0.13% | −194,404−16.3% | Reduced |
| Citadel Advisors LLC | 904,875 | $21.8M | 0.02% | +81,616+9.9% | Added |
| Woodline Partners LP | 890,032 | $21.5M | 0.31% | +529,285+146.7% | Added |
| Janus Henderson Group PLC | 517,833 | $12.5M | 0.01% | −207,167−28.6% | Reduced |
| Marshall Wace, LLP | 394,537 | $9.52M | 0.02% | +394,537 | New |
| Weiss Multi-Strategy Advisers LLC | 298,388 | $7.20M | 0.17% | +148,388+98.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 279,484 | $6.74M | 0.01% | +279,484 | New |
| LMR Partners LLP | 250,000 | $6.03M | 0.08% | −305,763−55.0% | Reduced |
| Ghisallo Capital Management LLC | 240,000 | $5.79M | 0.29% | 00.0% | Unchanged |
| Raymond James & Associates | 231,870 | $5.59M | 0.00% | +231,870 | New |
| Islet Management, LP | 225,000 | $5.43M | 0.30% | +75,000+50.0% | Added |
| Royal Bank of Canada | 200,788 | $4.84M | 0.00% | +200,788 | New |
| Ameriprise Financial Inc | 198,614 | $4.79M | 0.00% | −1,386−0.7% | Reduced |
| State Street Corp | 192,938 | $4.65M | 0.00% | +192,938 | New |
| Vanguard Group Inc | 151,621 | $3.66M | 0.00% | +71,621+89.5% | Added |
| Schonfeld Strategic Advisors LLC | 129,831 | $3.13M | 0.03% | −503,980−79.5% | Reduced |
| Geode Capital Management, LLC | 122,308 | $2.95M | 0.00% | +122,308 | New |
| XN LP | 120,000 | $2.89M | 0.27% | +120,000 | New |
| Northern Trust Corp | 115,596 | $2.79M | 0.00% | +96,181+495.4% | Added |
| Roubaix Capital, LLC | 114,579 | $2.76M | 1.69% | +114,579 | New |
| Renaissance Technologies LLC | 113,800 | $2.75M | 0.00% | +113,800 | New |
| Tudor Investment Corp Et Al | 105,421 | $2.54M | 0.05% | −10,165−8.8% | Reduced |
| Caas Capital Management LP | 100,000 | $2.41M | 0.22% | 00.0% | Unchanged |
| UBS Group AG | 97,839 | $2.36M | 0.00% | +97,839 | New |
| Squarepoint Ops LLC | 84,938 | $2.05M | 0.01% | +1,553+1.9% | Added |
| Teacher Retirement System of Texas | 80,000 | $1.93M | 0.01% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 60,838 | $1.47M | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 60,614 | $1.46M | 0.00% | +60,614 | New |
| Exane Derivatives | 45,605 | $1.10M | 0.27% | +45,605 | New |
| HRT Financial LP | 43,906 | $1.06M | 0.01% | +43,906 | New |
| Bank of America Corp | 43,543 | $1.05M | 0.00% | +43,493+86,986.0% | Added |
| Leonteq Securities AG | 43,528 | $1.05M | 0.05% | +39,428+961.7% | Added |
| Pentwater Capital Management LP | 40,000 | $965.0K | 0.02% | +23,260+138.9% | Added |
| Simplex Trading, LLC | 37,755 | $910.0K | 0.03% | +37,755 | New |
| Invesco Ltd. | 37,565 | $906.0K | 0.00% | +37,565 | New |
| Laurion Capital Management LP | 35,000 | $844.0K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 34,731 | $838.0K | 0.00% | +34,731 | New |
| Bank of New York Mellon Corp | 32,104 | $774.0K | 0.00% | +32,104 | New |
| Alyeska Investment Group, L.P. | 26,726 | $645.0K | 0.01% | −98,274−78.6% | Reduced |
| Cubist Systematic Strategies, LLC | 26,430 | $637.0K | 0.01% | +26,430 | New |
| Nuveen Asset Management, LLC | 24,108 | $581.0K | 0.00% | +24,108 | New |
| Banque Pictet & Cie SA | 13,647 | $329.0K | 0.00% | +13,647 | New |
| Rhumbline Advisers | 11,165 | $269.0K | 0.00% | +11,165 | New |
| Winton Group Ltd | 10,707 | $258.0K | 0.02% | +10,707 | New |
| Sandia Investment Management LP | 10,000 | $241.0K | 0.04% | +10,000 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 11,296 | $241.0K | 0.15% | +11,296 | New |
| Deutsche Bank AG | 9,796 | $236.0K | 0.00% | +9,796 | New |
| Manufacturers Life Insurance Company, The | 9,404 | $227.0K | 0.00% | −30,606−76.5% | Reduced |
| D. E. Shaw & Co., Inc. | 9,321 | $225.0K | 0.00% | +9,321 | New |
| Wells Fargo & Company | 9,193 | $222.0K | 0.00% | +6,204+207.6% | Added |
| United Maritime Capital LLC | 9,000 | $217.0K | 0.25% | 00.0% | Unchanged |
| California State Teachers Retirement System | 8,739 | $211.0K | 0.00% | +8,739 | New |
| American International Group, Inc. | 8,526 | $206.0K | 0.00% | +8,526 | New |
| MetLife Investment Management | 6,984 | $168.5K | 0.00% | +6,984 | New |
| JPMorgan Chase & Co | 6,120 | $148.0K | 0.00% | +6,120 | New |
| New York State Common Retirement Fund | 5,700 | $137.0K | 0.00% | +140+2.5% | Added |
| Metropolitan Life Insurance Co | 5,173 | $124.8K | 0.00% | +5,173 | New |
| Steward Partners Investment Advisory, LLC | 4,428 | $107.0K | 0.00% | +4,428 | New |
| Citigroup Inc | 4,150 | $100.0K | 0.00% | +4,150 | New |
| STRS Ohio | 3,700 | $89.0K | 0.00% | +3,700 | New |
| Morgan Stanley | 2,839 | $68.0K | 0.00% | +689+32.0% | Added |
| Cutler Group LP | 2,238 | $53.0K | 0.00% | +2,238 | New |
| Legal & General Group Plc | 1,562 | $38.0K | 0.00% | +1,562 | New |
| Ameritas Investment Partners, Inc. | 1,240 | $30.0K | 0.00% | +1,240 | New |
| Tower Research Capital LLC (TRC) | 781 | $19.0K | 0.00% | +781 | New |
| Point72 Hong Kong Ltd | 647 | $16.0K | 0.00% | −9,996−93.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 232 | $6.00K | 0.00% | +232 | New |
| State of Wyoming | 28 | $1.00K | 0.00% | +28 | New |
| The PNC Financial Services Group, Inc. | 8 | $0 | 0.00% | +8 | New |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −811,525−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −303,868−100.0% | Sold out |
| Avidity Partners Management LP | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −251,000−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −219,160−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −205,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −204,833−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −161,583−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −155,184−100.0% | Sold out |
| Vulcan Value Partners, LLC | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Untitled Investments LP | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −122,825−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −71,000−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −60,500−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −46,200−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −40,250−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |