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.
Q2 2022 vs. Q1 2022
How the institutions holding EngageSmart, Inc. changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 69 | 2 | 94 | +27 |
| Shares | 144.3M | 19.4K | 147.0M | +2.76M (+1.9%) |
| Value | $3.07B | $413.0K | $2.36B | −$709.8M (−23.1%) |
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (32)
Institutions that held EngageSmart, Inc. at the end of Q2 2022 but not at the end of Q1 2022.
Sold out (5)
Institutions that held EngageSmart, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Ghisallo Capital Management LLC | 120,000 | $2.56M |
| Squarepoint Ops LLC | 83,387 | $1.78M |
| Allspring Global Investments Holdings, LLC | 1,004 | $21.0K |
| Captrust Financial Advisors | 107 | $2.00K |
| Koshinski Asset Management, Inc. | 20 | $426 |
Not filed for Q2 2022 yet (2)
Institutions that held EngageSmart, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Parametric Portfolio Associates LLC | 16,923 | $361.0K |
| Amalgamated Financial Corp. | 2,457 | $52.0K |