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, Q2 2022
Institutional positions in EngageSmart, Inc. as of Jun 30, 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
- 94
- +27 vs. Q1 2022
- Shares held
- 147.0M
- +2.76M (+1.9%) vs. Q1 2022
- Total value
- $2.36B
- −$709.8M (−23.1%) vs. Q1 2022
- New holders
- 32
- 41 more added
- Sold out
- 5
- 15 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding EngageSmart, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| General Atlantic LLC | 97,209,436 | $1.56B | 20.41% | 00.0% | Unchanged |
| Summit Partners L P | 26,926,752 | $433.0M | 28.95% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 2,611,732 | $42.0M | 0.10% | +457,017+21.2% | Added |
| Dragoneer Investment Group, LLC | 2,468,874 | $39.7M | 1.02% | −1,157,314−31.9% | Reduced |
| Millennium Management LLC | 2,312,913 | $37.2M | 0.05% | +536,820+30.2% | Added |
| BlackRock Inc. | 2,139,383 | $34.4M | 0.00% | +1,003,999+88.4% | Added |
| Vanguard Group Inc | 1,945,996 | $31.3M | 0.00% | +1,791,724+1,161.4% | Added |
| Woodline Partners LP | 1,699,914 | $27.3M | 0.45% | +119,628+7.6% | Added |
| Citadel Advisors LLC | 1,318,028 | $21.2M | 0.03% | +322,566+32.4% | Added |
| FMR LLC | 1,254,595 | $20.2M | 0.00% | −3,657,667−74.5% | Reduced |
| Janus Henderson Group PLC | 611,886 | $9.84M | 0.01% | −15,802−2.5% | Reduced |
| State Street Corp | 564,124 | $9.07M | 0.00% | +320,325+131.4% | Added |
| Nuveen Asset Management, LLC | 398,302 | $6.41M | 0.00% | +362,126+1,001.0% | Added |
| Driehaus Capital Management LLC | 380,855 | $6.12M | 0.10% | +380,855 | New |
| Raymond James & Associates | 330,543 | $5.32M | 0.01% | −20,239−5.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 324,407 | $5.22M | 0.01% | −54,573−14.4% | Reduced |
| Invesco Ltd. | 319,995 | $5.15M | 0.00% | +282,730+758.7% | Added |
| Geode Capital Management, LLC | 276,755 | $4.45M | 0.00% | +133,393+93.0% | Added |
| Ameriprise Financial Inc | 269,851 | $4.34M | 0.00% | +23,271+9.4% | Added |
| Northern Trust Corp | 234,195 | $3.77M | 0.00% | +123,738+112.0% | Added |
| Senator Investment Group LP | 225,000 | $3.62M | 0.26% | +225,000 | New |
| Renaissance Technologies LLC | 220,300 | $3.54M | 0.00% | +99,800+82.8% | Added |
| Intrinsic Edge Capital Management LLC | 205,696 | $3.31M | 0.30% | +57,613+38.9% | Added |
| Royal Bank of Canada | 200,833 | $3.23M | 0.00% | +2,479+1.2% | Added |
| Cubist Systematic Strategies, LLC | 134,106 | $2.16M | 0.02% | +103,160+333.4% | Added |
| Prudential Financial Inc | 132,315 | $2.13M | 0.00% | +65,075+96.8% | Added |
| CIBC World Markets Inc. | 117,471 | $1.89M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 115,972 | $1.87M | 0.00% | +97,389+524.1% | Added |
| Occudo Quantitative Strategies LP | 110,191 | $1.77M | 0.15% | +110,191 | New |
| ExodusPoint Capital Management, LP | 107,414 | $1.73M | 0.02% | +107,414 | New |
| Jump Financial, LLC | 106,798 | $1.72M | 0.07% | +106,798 | New |
| Jane Street Group, LLC | 99,324 | $1.60M | 0.00% | +99,324 | New |
| PEAK6 Investments LLC | 82,042 | $1.57M | 0.04% | +82,042 | New |
| HCR Wealth Advisors | 93,683 | $1.51M | 0.30% | +93,683 | New |
| LMR Partners LLP | 92,990 | $1.50M | 0.03% | +25,262+37.3% | Added |
| MCF Advisors LLC | 90,000 | $1.45M | 0.15% | −23,004−20.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 83,120 | $1.34M | 0.01% | +83,120 | New |
| Charles Schwab Investment Management Inc | 76,686 | $1.23M | 0.00% | +40,551+112.2% | Added |
| Bank of New York Mellon Corp | 75,036 | $1.21M | 0.00% | +34,099+83.3% | Added |
| Bank of America Corp | 68,243 | $1.10M | 0.00% | +7,887+13.1% | Added |
| SG Americas Securities, LLC | 63,842 | $1.03M | 0.01% | +3,870+6.5% | Added |
| Qube Research & Technologies Ltd | 58,501 | $941.0K | 0.01% | +58,501 | New |
| Goldman Sachs Group Inc | 55,388 | $891.0K | 0.00% | +21,239+62.2% | Added |
| Graham Capital Management, L.P. | 55,294 | $889.0K | 0.04% | +55,294 | New |
| Dynamic Technology Lab Private Ltd | 46,449 | $747.0K | 0.08% | +33,599+261.5% | Added |
| Susquehanna International Group, LLP | 46,313 | $745.0K | 0.00% | +46,313 | New |
| Hillsdale Investment Management Inc. | 42,600 | $685.0K | 0.05% | +42,600 | New |
| Leonteq Securities AG | 41,638 | $669.5K | 0.03% | −1,129−2.6% | Reduced |
| Rhumbline Advisers | 39,249 | $631.0K | 0.00% | +22,718+137.4% | Added |
| Tudor Investment Corp Et Al | 36,416 | $586.0K | 0.02% | +36,416 | New |
| Trexquant Investment LP | 36,158 | $581.0K | 0.03% | +15,132+72.0% | Added |
| Exane Derivatives | 35,311 | $567.7K | 0.33% | +35,311 | New |
| Quantbot Technologies LP | 34,467 | $554.0K | 0.05% | +34,467 | New |
| Brown Advisory Inc | 34,210 | $550.0K | 0.00% | +13,310+63.7% | Added |
| Alliancebernstein L.P. | 31,300 | $503.0K | 0.00% | +31,300 | New |
| New York State Common Retirement Fund | 24,403 | $392.0K | 0.00% | +10,564+76.3% | Added |
| Caption Management, LLC | 24,000 | $386.0K | 0.03% | +24,000 | New |
| MetLife Investment Management | 19,183 | $308.5K | 0.00% | +8,329+76.7% | Added |
| JPMorgan Chase & Co | 18,741 | $301.0K | 0.00% | +11,217+149.1% | Added |
| Holocene Advisors, LP | 17,788 | $286.0K | 0.00% | +17,788 | New |
| Deutsche Bank AG | 17,588 | $282.0K | 0.00% | +8,277+88.9% | Added |
| PDT Partners, LLC | 16,500 | $265.0K | 0.02% | +16,500 | New |
| American International Group, Inc. | 16,335 | $263.0K | 0.00% | +8,371+105.1% | Added |
| Manufacturers Life Insurance Company, The | 16,044 | $258.0K | 0.00% | +16,044 | New |
| California State Teachers Retirement System | 14,924 | $240.0K | 0.00% | +8,084+118.2% | Added |
| Voya Investment Management LLC | 13,066 | $210.0K | 0.00% | +13,066 | New |
| HSBC Holdings PLC | 12,684 | $204.0K | 0.00% | −3,656−22.4% | Reduced |
| Banque Pictet & Cie SA | 11,802 | $190.0K | 0.00% | −1,430−10.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 10,708 | $178.0K | 0.13% | −409−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,103 | $162.0K | 0.00% | +10,103 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,079 | $146.0K | 0.00% | +9,079 | New |
| Steward Partners Investment Advisory, LLC | 7,932 | $128.0K | 0.00% | +1,195+17.7% | Added |
| Barclays PLC | 6,805 | $109.0K | 0.00% | −856−11.2% | Reduced |
| Lazard Asset Management LLC | 6,039 | $97.0K | 0.00% | +6,039 | New |
| Amalgamated Bank | 5,514 | $89.0K | 0.00% | +3,057+124.4% | Added |
| Citigroup Inc | 4,167 | $67.0K | 0.00% | +3,562+588.8% | Added |
| Legal & General Group Plc | 3,780 | $61.0K | 0.00% | +2,166+134.2% | Added |
| Tower Research Capital LLC (TRC) | 3,768 | $61.0K | 0.00% | +3,548+1,612.7% | Added |
| STRS Ohio | 3,700 | $59.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,617 | $42.0K | 0.00% | +1,377+111.0% | Added |
| Metropolitan Life Insurance Co | 2,226 | $35.8K | 0.00% | +923+70.8% | Added |
| Nisa Investment Advisors, LLC | 940 | $15.0K | 0.00% | +940 | New |
| CWM, LLC | 911 | $15.0K | 0.00% | +911 | New |
| Dark Forest Capital Management LP | 900 | $14.0K | 0.00% | −33,886−97.4% | Reduced |
| Wells Fargo & Company | 748 | $12.0K | 0.00% | −2,701−78.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 232 | $4.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 201 | $3.00K | 0.00% | −657−76.6% | Reduced |
| TCI Wealth Advisors, Inc. | 214 | $3.00K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 75 | $1.00K | 0.00% | +75 | New |
| Covestor Ltd | 17 | $0 | 0.00% | −5−22.7% | Reduced |
| The PNC Financial Services Group, Inc. | 15 | $0 | 0.00% | +15 | New |
| HM Payson & Co | 1 | $0 | 0.00% | +1 | New |
| Northwestern Mutual Wealth Management Co | 3 | $0 | 0.00% | +3 | New |
| Steward Financial Group LLC | 7 | $0 | 0.00% | +7 | New |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −83,387−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |