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, Q1 2022
Institutional positions in EngageSmart, Inc. as of Mar 31, 2022. 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
- 69
- −7 vs. Q4 2021
- Shares held
- 144.3M
- +2.03M (+1.4%) vs. Q4 2021
- Total value
- $3.07B
- −$357.4M (−10.4%) vs. Q4 2021
- New holders
- 20
- 26 more added
- Sold out
- 27
- 18 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding EngageSmart, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| General Atlantic LLC | 97,209,436 | $2.07B | 18.94% | 00.0% | Unchanged |
| Summit Partners L P | 26,926,752 | $573.8M | 25.45% | 00.0% | Unchanged |
| FMR LLC | 4,912,262 | $104.7M | 0.01% | +2,369,238+93.2% | Added |
| Dragoneer Investment Group, LLC | 3,626,188 | $77.3M | 0.99% | +852,590+30.7% | Added |
| Adage Capital Partners GP, L.L.C. | 2,154,715 | $45.9M | 0.09% | +329,715+18.1% | Added |
| Millennium Management LLC | 1,776,093 | $37.8M | 0.05% | +283,581+19.0% | Added |
| Woodline Partners LP | 1,580,286 | $33.7M | 0.56% | +690,254+77.6% | Added |
| BlackRock Inc. | 1,135,384 | $24.2M | 0.00% | −400,414−26.1% | Reduced |
| Citadel Advisors LLC | 995,462 | $21.2M | 0.02% | +90,587+10.0% | Added |
| Janus Henderson Group PLC | 627,688 | $13.4M | 0.01% | +109,855+21.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 378,980 | $8.08M | 0.02% | +99,496+35.6% | Added |
| Raymond James & Associates | 350,782 | $7.47M | 0.01% | +118,912+51.3% | Added |
| Ameriprise Financial Inc | 246,580 | $5.25M | 0.00% | +47,966+24.2% | Added |
| State Street Corp | 243,799 | $5.20M | 0.00% | +50,861+26.4% | Added |
| Royal Bank of Canada | 198,354 | $4.23M | 0.00% | −2,434−1.2% | Reduced |
| Vanguard Group Inc | 154,272 | $3.29M | 0.00% | +2,651+1.7% | Added |
| Intrinsic Edge Capital Management LLC | 148,083 | $3.16M | 0.25% | +148,083 | New |
| Geode Capital Management, LLC | 143,362 | $3.06M | 0.00% | +21,054+17.2% | Added |
| Renaissance Technologies LLC | 120,500 | $2.57M | 0.00% | +6,700+5.9% | Added |
| Ghisallo Capital Management LLC | 120,000 | $2.56M | 0.28% | −120,000−50.0% | Reduced |
| CIBC World Markets Inc. | 117,471 | $2.50M | 0.01% | +117,471 | New |
| MCF Advisors LLC | 113,004 | $2.41M | 0.23% | +113,004 | New |
| Northern Trust Corp | 110,457 | $2.35M | 0.00% | −5,139−4.4% | Reduced |
| Squarepoint Ops LLC | 83,387 | $1.78M | 0.01% | −1,551−1.8% | Reduced |
| LMR Partners LLP | 67,728 | $1.44M | 0.02% | −182,272−72.9% | Reduced |
| Prudential Financial Inc | 67,240 | $1.43M | 0.00% | +67,240 | New |
| Bank of America Corp | 60,356 | $1.29M | 0.00% | +16,813+38.6% | Added |
| SG Americas Securities, LLC | 59,972 | $1.28M | 0.01% | +59,972 | New |
| Leonteq Securities AG | 42,767 | $911.4K | 0.04% | −761−1.7% | Reduced |
| Bank of New York Mellon Corp | 40,937 | $873.0K | 0.00% | +8,833+27.5% | Added |
| Invesco Ltd. | 37,265 | $794.0K | 0.00% | −300−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 36,135 | $771.0K | 0.00% | +1,404+4.0% | Added |
| Nuveen Asset Management, LLC | 36,176 | $771.0K | 0.00% | +12,068+50.1% | Added |
| Dark Forest Capital Management LP | 34,786 | $741.0K | 0.17% | +34,786 | New |
| Goldman Sachs Group Inc | 34,149 | $727.0K | 0.00% | +34,149 | New |
| Cubist Systematic Strategies, LLC | 30,946 | $659.0K | 0.01% | +4,516+17.1% | Added |
| Trexquant Investment LP | 21,026 | $448.0K | 0.02% | +21,026 | New |
| Brown Advisory Inc | 20,900 | $445.0K | 0.00% | +20,900 | New |
| Morgan Stanley | 18,583 | $396.0K | 0.00% | +15,744+554.6% | Added |
| Parametric Portfolio Associates LLC | 16,923 | $361.0K | 0.00% | +16,923 | New |
| Rhumbline Advisers | 16,531 | $352.0K | 0.00% | +5,366+48.1% | Added |
| HSBC Holdings PLC | 16,340 | $351.0K | 0.00% | +16,340 | New |
| New York State Common Retirement Fund | 13,839 | $295.0K | 0.00% | +8,139+142.8% | Added |
| Banque Pictet & Cie SA | 13,232 | $282.0K | 0.00% | −415−3.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,850 | $274.0K | 0.03% | +12,850 | New |
| MetLife Investment Management | 10,854 | $231.3K | 0.00% | +3,870+55.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 11,117 | $231.0K | 0.16% | −179−1.6% | Reduced |
| Deutsche Bank AG | 9,311 | $198.0K | 0.00% | −485−5.0% | Reduced |
| American International Group, Inc. | 7,964 | $170.0K | 0.00% | −562−6.6% | Reduced |
| Barclays PLC | 7,661 | $163.0K | 0.00% | +7,661 | New |
| JPMorgan Chase & Co | 7,524 | $160.0K | 0.00% | +1,404+22.9% | Added |
| California State Teachers Retirement System | 6,840 | $146.0K | 0.00% | −1,899−21.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,737 | $144.0K | 0.00% | +2,309+52.1% | Added |
| STRS Ohio | 3,700 | $78.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,449 | $73.0K | 0.00% | −5,744−62.5% | Reduced |
| Amalgamated Bank | 2,457 | $52.0K | 0.00% | +2,457 | New |
| Amalgamated Financial Corp. | 2,457 | $52.0K | 0.00% | +2,457 | New |
| Legal & General Group Plc | 1,614 | $34.0K | 0.00% | +52+3.3% | Added |
| Metropolitan Life Insurance Co | 1,303 | $27.8K | 0.00% | −3,870−74.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,240 | $26.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,004 | $21.0K | 0.00% | +1,004 | New |
| UBS Group AG | 858 | $18.0K | 0.00% | −96,981−99.1% | Reduced |
| Citigroup Inc | 605 | $13.0K | 0.00% | −3,545−85.4% | Reduced |
| Tower Research Capital LLC (TRC) | 220 | $5.00K | 0.00% | −561−71.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 232 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 214 | $5.00K | 0.00% | +214 | New |
| Captrust Financial Advisors | 107 | $2.00K | 0.00% | +107 | New |
| Koshinski Asset Management, Inc. | 20 | $426 | 0.00% | +20 | New |
| Covestor Ltd | 22 | $0 | 0.00% | +22 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,001,274−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −394,537−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −298,388−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −129,831−100.0% | Sold out |
| XN LP | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −114,579−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −105,421−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −60,838−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −60,614−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −45,605−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −43,906−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −37,755−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −26,726−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −10,707−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −9,404−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,321−100.0% | Sold out |
| United Maritime Capital LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −2,238−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |