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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 8 | $0 | 0.00% | +8 | New |
| State of Wyoming | 28 | $1.00K | 0.00% | +28 | New |
| Benjamin F. Edwards & Company, Inc. | 232 | $6.00K | 0.00% | +232 | New |
| Point72 Hong Kong Ltd | 647 | $16.0K | 0.00% | −9,996−93.9% | Reduced |
| Tower Research Capital LLC (TRC) | 781 | $19.0K | 0.00% | +781 | New |
| Ameritas Investment Partners, Inc. | 1,240 | $30.0K | 0.00% | +1,240 | New |
| Legal & General Group Plc | 1,562 | $38.0K | 0.00% | +1,562 | New |
| Cutler Group LP | 2,238 | $53.0K | 0.00% | +2,238 | New |
| Morgan Stanley | 2,839 | $68.0K | 0.00% | +689+32.0% | Added |
| STRS Ohio | 3,700 | $89.0K | 0.00% | +3,700 | New |
| Citigroup Inc | 4,150 | $100.0K | 0.00% | +4,150 | New |
| Steward Partners Investment Advisory, LLC | 4,428 | $107.0K | 0.00% | +4,428 | New |
| Metropolitan Life Insurance Co | 5,173 | $124.8K | 0.00% | +5,173 | New |
| New York State Common Retirement Fund | 5,700 | $137.0K | 0.00% | +140+2.5% | Added |
| JPMorgan Chase & Co | 6,120 | $148.0K | 0.00% | +6,120 | New |
| MetLife Investment Management | 6,984 | $168.5K | 0.00% | +6,984 | New |
| American International Group, Inc. | 8,526 | $206.0K | 0.00% | +8,526 | New |
| California State Teachers Retirement System | 8,739 | $211.0K | 0.00% | +8,739 | New |
| United Maritime Capital LLC | 9,000 | $217.0K | 0.25% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,193 | $222.0K | 0.00% | +6,204+207.6% | Added |
| D. E. Shaw & Co., Inc. | 9,321 | $225.0K | 0.00% | +9,321 | New |
| Manufacturers Life Insurance Company, The | 9,404 | $227.0K | 0.00% | −30,606−76.5% | Reduced |
| Deutsche Bank AG | 9,796 | $236.0K | 0.00% | +9,796 | 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 |
| Winton Group Ltd | 10,707 | $258.0K | 0.02% | +10,707 | New |
| Rhumbline Advisers | 11,165 | $269.0K | 0.00% | +11,165 | New |
| Banque Pictet & Cie SA | 13,647 | $329.0K | 0.00% | +13,647 | New |
| Nuveen Asset Management, LLC | 24,108 | $581.0K | 0.00% | +24,108 | New |
| Cubist Systematic Strategies, LLC | 26,430 | $637.0K | 0.01% | +26,430 | New |
| Alyeska Investment Group, L.P. | 26,726 | $645.0K | 0.01% | −98,274−78.6% | Reduced |
| Bank of New York Mellon Corp | 32,104 | $774.0K | 0.00% | +32,104 | New |
| Charles Schwab Investment Management Inc | 34,731 | $838.0K | 0.00% | +34,731 | New |
| Laurion Capital Management LP | 35,000 | $844.0K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 37,565 | $906.0K | 0.00% | +37,565 | New |
| Simplex Trading, LLC | 37,755 | $910.0K | 0.03% | +37,755 | New |
| Pentwater Capital Management LP | 40,000 | $965.0K | 0.02% | +23,260+138.9% | Added |
| Leonteq Securities AG | 43,528 | $1.05M | 0.05% | +39,428+961.7% | Added |
| Bank of America Corp | 43,543 | $1.05M | 0.00% | +43,493+86,986.0% | Added |
| HRT Financial LP | 43,906 | $1.06M | 0.01% | +43,906 | New |
| Exane Derivatives | 45,605 | $1.10M | 0.27% | +45,605 | New |
| Susquehanna International Group, LLP | 60,614 | $1.46M | 0.00% | +60,614 | New |
| Polar Asset Management Partners Inc. | 60,838 | $1.47M | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 80,000 | $1.93M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 84,938 | $2.05M | 0.01% | +1,553+1.9% | Added |
| UBS Group AG | 97,839 | $2.36M | 0.00% | +97,839 | New |
| Caas Capital Management LP | 100,000 | $2.41M | 0.22% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 105,421 | $2.54M | 0.05% | −10,165−8.8% | Reduced |
| Renaissance Technologies LLC | 113,800 | $2.75M | 0.00% | +113,800 | New |
| Roubaix Capital, LLC | 114,579 | $2.76M | 1.69% | +114,579 | New |
| Northern Trust Corp | 115,596 | $2.79M | 0.00% | +96,181+495.4% | Added |
| XN LP | 120,000 | $2.89M | 0.27% | +120,000 | New |
| Geode Capital Management, LLC | 122,308 | $2.95M | 0.00% | +122,308 | New |
| Schonfeld Strategic Advisors LLC | 129,831 | $3.13M | 0.03% | −503,980−79.5% | Reduced |
| Vanguard Group Inc | 151,621 | $3.66M | 0.00% | +71,621+89.5% | Added |
| State Street Corp | 192,938 | $4.65M | 0.00% | +192,938 | New |
| Ameriprise Financial Inc | 198,614 | $4.79M | 0.00% | −1,386−0.7% | Reduced |
| Royal Bank of Canada | 200,788 | $4.84M | 0.00% | +200,788 | New |
| Islet Management, LP | 225,000 | $5.43M | 0.30% | +75,000+50.0% | Added |
| Raymond James & Associates | 231,870 | $5.59M | 0.00% | +231,870 | New |
| Ghisallo Capital Management LLC | 240,000 | $5.79M | 0.29% | 00.0% | Unchanged |
| LMR Partners LLP | 250,000 | $6.03M | 0.08% | −305,763−55.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 279,484 | $6.74M | 0.01% | +279,484 | New |
| Weiss Multi-Strategy Advisers LLC | 298,388 | $7.20M | 0.17% | +148,388+98.9% | Added |
| Marshall Wace, LLP | 394,537 | $9.52M | 0.02% | +394,537 | New |
| Janus Henderson Group PLC | 517,833 | $12.5M | 0.01% | −207,167−28.6% | Reduced |
| Woodline Partners LP | 890,032 | $21.5M | 0.31% | +529,285+146.7% | Added |
| Citadel Advisors LLC | 904,875 | $21.8M | 0.02% | +81,616+9.9% | Added |
| Holocene Advisors, LP | 1,001,274 | $24.2M | 0.13% | −194,404−16.3% | Reduced |
| Millennium Management LLC | 1,492,512 | $36.0M | 0.04% | +444,714+42.4% | Added |
| BlackRock Inc. | 1,535,798 | $37.0M | 0.00% | +249,544+19.4% | Added |
| Adage Capital Partners GP, L.L.C. | 1,825,000 | $44.0M | 0.08% | +1,400,000+329.4% | Added |
| FMR LLC | 2,543,024 | $61.3M | 0.00% | +1,525,824+150.0% | Added |
| Dragoneer Investment Group, LLC | 2,773,598 | $66.9M | 0.77% | +673,598+32.1% | Added |
| Summit Partners L P | 26,926,752 | $650.5M | 20.82% | 00.0% | Unchanged |
| General Atlantic LLC | 97,209,436 | $2.34B | 18.09% | 00.0% | Unchanged |
| 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 |