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 |
|---|---|---|---|---|---|
| Covestor Ltd | 22 | $0 | 0.00% | +22 | New |
| Koshinski Asset Management, Inc. | 20 | $426 | 0.00% | +20 | New |
| Captrust Financial Advisors | 107 | $2.00K | 0.00% | +107 | New |
| 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 |
| Citigroup Inc | 605 | $13.0K | 0.00% | −3,545−85.4% | Reduced |
| UBS Group AG | 858 | $18.0K | 0.00% | −96,981−99.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,004 | $21.0K | 0.00% | +1,004 | New |
| Ameritas Investment Partners, Inc. | 1,240 | $26.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,303 | $27.8K | 0.00% | −3,870−74.8% | Reduced |
| Legal & General Group Plc | 1,614 | $34.0K | 0.00% | +52+3.3% | Added |
| Amalgamated Bank | 2,457 | $52.0K | 0.00% | +2,457 | New |
| Amalgamated Financial Corp. | 2,457 | $52.0K | 0.00% | +2,457 | New |
| Wells Fargo & Company | 3,449 | $73.0K | 0.00% | −5,744−62.5% | Reduced |
| STRS Ohio | 3,700 | $78.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,737 | $144.0K | 0.00% | +2,309+52.1% | Added |
| California State Teachers Retirement System | 6,840 | $146.0K | 0.00% | −1,899−21.7% | Reduced |
| JPMorgan Chase & Co | 7,524 | $160.0K | 0.00% | +1,404+22.9% | Added |
| Barclays PLC | 7,661 | $163.0K | 0.00% | +7,661 | New |
| American International Group, Inc. | 7,964 | $170.0K | 0.00% | −562−6.6% | Reduced |
| Deutsche Bank AG | 9,311 | $198.0K | 0.00% | −485−5.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 11,117 | $231.0K | 0.16% | −179−1.6% | Reduced |
| MetLife Investment Management | 10,854 | $231.3K | 0.00% | +3,870+55.4% | Added |
| Dynamic Technology Lab Private Ltd | 12,850 | $274.0K | 0.03% | +12,850 | New |
| Banque Pictet & Cie SA | 13,232 | $282.0K | 0.00% | −415−3.0% | Reduced |
| New York State Common Retirement Fund | 13,839 | $295.0K | 0.00% | +8,139+142.8% | Added |
| HSBC Holdings PLC | 16,340 | $351.0K | 0.00% | +16,340 | New |
| Rhumbline Advisers | 16,531 | $352.0K | 0.00% | +5,366+48.1% | Added |
| Parametric Portfolio Associates LLC | 16,923 | $361.0K | 0.00% | +16,923 | New |
| Morgan Stanley | 18,583 | $396.0K | 0.00% | +15,744+554.6% | Added |
| Brown Advisory Inc | 20,900 | $445.0K | 0.00% | +20,900 | New |
| Trexquant Investment LP | 21,026 | $448.0K | 0.02% | +21,026 | New |
| Cubist Systematic Strategies, LLC | 30,946 | $659.0K | 0.01% | +4,516+17.1% | Added |
| Goldman Sachs Group Inc | 34,149 | $727.0K | 0.00% | +34,149 | New |
| Dark Forest Capital Management LP | 34,786 | $741.0K | 0.17% | +34,786 | New |
| 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 |
| Invesco Ltd. | 37,265 | $794.0K | 0.00% | −300−0.8% | Reduced |
| Bank of New York Mellon Corp | 40,937 | $873.0K | 0.00% | +8,833+27.5% | Added |
| Leonteq Securities AG | 42,767 | $911.4K | 0.04% | −761−1.7% | Reduced |
| SG Americas Securities, LLC | 59,972 | $1.28M | 0.01% | +59,972 | New |
| Bank of America Corp | 60,356 | $1.29M | 0.00% | +16,813+38.6% | Added |
| Prudential Financial Inc | 67,240 | $1.43M | 0.00% | +67,240 | New |
| LMR Partners LLP | 67,728 | $1.44M | 0.02% | −182,272−72.9% | Reduced |
| Squarepoint Ops LLC | 83,387 | $1.78M | 0.01% | −1,551−1.8% | Reduced |
| Northern Trust Corp | 110,457 | $2.35M | 0.00% | −5,139−4.4% | Reduced |
| MCF Advisors LLC | 113,004 | $2.41M | 0.23% | +113,004 | New |
| CIBC World Markets Inc. | 117,471 | $2.50M | 0.01% | +117,471 | New |
| Ghisallo Capital Management LLC | 120,000 | $2.56M | 0.28% | −120,000−50.0% | Reduced |
| Renaissance Technologies LLC | 120,500 | $2.57M | 0.00% | +6,700+5.9% | Added |
| Geode Capital Management, LLC | 143,362 | $3.06M | 0.00% | +21,054+17.2% | Added |
| Intrinsic Edge Capital Management LLC | 148,083 | $3.16M | 0.25% | +148,083 | New |
| Vanguard Group Inc | 154,272 | $3.29M | 0.00% | +2,651+1.7% | Added |
| Royal Bank of Canada | 198,354 | $4.23M | 0.00% | −2,434−1.2% | Reduced |
| State Street Corp | 243,799 | $5.20M | 0.00% | +50,861+26.4% | Added |
| Ameriprise Financial Inc | 246,580 | $5.25M | 0.00% | +47,966+24.2% | Added |
| Raymond James & Associates | 350,782 | $7.47M | 0.01% | +118,912+51.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 378,980 | $8.08M | 0.02% | +99,496+35.6% | Added |
| Janus Henderson Group PLC | 627,688 | $13.4M | 0.01% | +109,855+21.2% | Added |
| Citadel Advisors LLC | 995,462 | $21.2M | 0.02% | +90,587+10.0% | Added |
| BlackRock Inc. | 1,135,384 | $24.2M | 0.00% | −400,414−26.1% | Reduced |
| Woodline Partners LP | 1,580,286 | $33.7M | 0.56% | +690,254+77.6% | Added |
| Millennium Management LLC | 1,776,093 | $37.8M | 0.05% | +283,581+19.0% | Added |
| Adage Capital Partners GP, L.L.C. | 2,154,715 | $45.9M | 0.09% | +329,715+18.1% | Added |
| Dragoneer Investment Group, LLC | 3,626,188 | $77.3M | 0.99% | +852,590+30.7% | Added |
| FMR LLC | 4,912,262 | $104.7M | 0.01% | +2,369,238+93.2% | Added |
| Summit Partners L P | 26,926,752 | $573.8M | 25.45% | 00.0% | Unchanged |
| General Atlantic LLC | 97,209,436 | $2.07B | 18.94% | 00.0% | Unchanged |
| 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 |