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.
Q1 2022 vs. Q4 2021
How the institutions holding EngageSmart, Inc. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 76 | 69 | −7 |
| Shares | 142.2M | 144.3M | +2.03M (+1.4%) |
| Value | $3.43B | $3.07B | −$357.4M (−10.4%) |
New holders (20)
Institutions that held EngageSmart, Inc. at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Intrinsic Edge Capital Management LLC | 148,083 | $3.16M | 0.25% |
| CIBC World Markets Inc. | 117,471 | $2.50M | 0.01% |
| MCF Advisors LLC | 113,004 | $2.41M | 0.23% |
| Prudential Financial Inc | 67,240 | $1.43M | 0.00% |
| SG Americas Securities, LLC | 59,972 | $1.28M | 0.01% |
| Dark Forest Capital Management LP | 34,786 | $741.0K | 0.17% |
| Goldman Sachs Group Inc | 34,149 | $727.0K | 0.00% |
| Trexquant Investment LP | 21,026 | $448.0K | 0.02% |
| Brown Advisory Inc | 20,900 | $445.0K | 0.00% |
| Parametric Portfolio Associates LLC | 16,923 | $361.0K | 0.00% |
| HSBC Holdings PLC | 16,340 | $351.0K | 0.00% |
| Dynamic Technology Lab Private Ltd | 12,850 | $274.0K | 0.03% |
| Barclays PLC | 7,661 | $163.0K | 0.00% |
| Amalgamated Bank | 2,457 | $52.0K | 0.00% |
| Amalgamated Financial Corp. | 2,457 | $52.0K | 0.00% |
| Allspring Global Investments Holdings, LLC | 1,004 | $21.0K | 0.00% |
| TCI Wealth Advisors, Inc. | 214 | $5.00K | 0.00% |
| Captrust Financial Advisors | 107 | $2.00K | 0.00% |
| Koshinski Asset Management, Inc. | 20 | $426 | 0.00% |
| Covestor Ltd | 22 | $0 | 0.00% |
Sold out (27)
Institutions that held EngageSmart, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.