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.
Q4 2021 vs. Q3 2021
How the institutions holding EngageSmart, Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 77 | 2 | 76 | +1 |
| Shares | 140.4M | 377.3K | 142.2M | +2.18M (+1.6%) |
| Value | $4.78B | $12.9M | $3.43B | −$1.34B (−28.1%) |
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (41)
Institutions that held EngageSmart, Inc. at the end of Q4 2021 but not at the end of Q3 2021.
Sold out (40)
Institutions that held EngageSmart, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
Not filed for Q4 2021 yet (2)
Institutions that held EngageSmart, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Marshall Wace North America L.P. | 257,337 | $8.77M |
| XN Exponent Advisors LLC | 120,000 | $4.09M |