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 |
|---|---|---|---|---|---|
| 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 |
| Credit Suisse AG | 75 | $1.00K | 0.00% | +75 | New |
| UBS Group AG | 201 | $3.00K | 0.00% | −657−76.6% | Reduced |
| TCI Wealth Advisors, Inc. | 214 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 232 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 748 | $12.0K | 0.00% | −2,701−78.3% | Reduced |
| Dark Forest Capital Management LP | 900 | $14.0K | 0.00% | −33,886−97.4% | Reduced |
| Nisa Investment Advisors, LLC | 940 | $15.0K | 0.00% | +940 | New |
| CWM, LLC | 911 | $15.0K | 0.00% | +911 | New |
| Metropolitan Life Insurance Co | 2,226 | $35.8K | 0.00% | +923+70.8% | Added |
| Ameritas Investment Partners, Inc. | 2,617 | $42.0K | 0.00% | +1,377+111.0% | Added |
| STRS Ohio | 3,700 | $59.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 4,167 | $67.0K | 0.00% | +3,562+588.8% | Added |
| Amalgamated Bank | 5,514 | $89.0K | 0.00% | +3,057+124.4% | Added |
| Lazard Asset Management LLC | 6,039 | $97.0K | 0.00% | +6,039 | New |
| Barclays PLC | 6,805 | $109.0K | 0.00% | −856−11.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,932 | $128.0K | 0.00% | +1,195+17.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,079 | $146.0K | 0.00% | +9,079 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,103 | $162.0K | 0.00% | +10,103 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 10,708 | $178.0K | 0.13% | −409−3.7% | Reduced |
| Banque Pictet & Cie SA | 11,802 | $190.0K | 0.00% | −1,430−10.8% | Reduced |
| HSBC Holdings PLC | 12,684 | $204.0K | 0.00% | −3,656−22.4% | Reduced |
| Voya Investment Management LLC | 13,066 | $210.0K | 0.00% | +13,066 | New |
| California State Teachers Retirement System | 14,924 | $240.0K | 0.00% | +8,084+118.2% | Added |
| Manufacturers Life Insurance Company, The | 16,044 | $258.0K | 0.00% | +16,044 | New |
| American International Group, Inc. | 16,335 | $263.0K | 0.00% | +8,371+105.1% | Added |
| PDT Partners, LLC | 16,500 | $265.0K | 0.02% | +16,500 | New |
| Deutsche Bank AG | 17,588 | $282.0K | 0.00% | +8,277+88.9% | Added |
| Holocene Advisors, LP | 17,788 | $286.0K | 0.00% | +17,788 | New |
| JPMorgan Chase & Co | 18,741 | $301.0K | 0.00% | +11,217+149.1% | Added |
| MetLife Investment Management | 19,183 | $308.5K | 0.00% | +8,329+76.7% | Added |
| Caption Management, LLC | 24,000 | $386.0K | 0.03% | +24,000 | New |
| New York State Common Retirement Fund | 24,403 | $392.0K | 0.00% | +10,564+76.3% | Added |
| Alliancebernstein L.P. | 31,300 | $503.0K | 0.00% | +31,300 | New |
| Brown Advisory Inc | 34,210 | $550.0K | 0.00% | +13,310+63.7% | Added |
| Quantbot Technologies LP | 34,467 | $554.0K | 0.05% | +34,467 | New |
| Exane Derivatives | 35,311 | $567.7K | 0.33% | +35,311 | New |
| Trexquant Investment LP | 36,158 | $581.0K | 0.03% | +15,132+72.0% | Added |
| Tudor Investment Corp Et Al | 36,416 | $586.0K | 0.02% | +36,416 | New |
| Rhumbline Advisers | 39,249 | $631.0K | 0.00% | +22,718+137.4% | Added |
| Leonteq Securities AG | 41,638 | $669.5K | 0.03% | −1,129−2.6% | Reduced |
| Hillsdale Investment Management Inc. | 42,600 | $685.0K | 0.05% | +42,600 | New |
| Susquehanna International Group, LLP | 46,313 | $745.0K | 0.00% | +46,313 | New |
| Dynamic Technology Lab Private Ltd | 46,449 | $747.0K | 0.08% | +33,599+261.5% | Added |
| Graham Capital Management, L.P. | 55,294 | $889.0K | 0.04% | +55,294 | New |
| Goldman Sachs Group Inc | 55,388 | $891.0K | 0.00% | +21,239+62.2% | Added |
| Qube Research & Technologies Ltd | 58,501 | $941.0K | 0.01% | +58,501 | New |
| SG Americas Securities, LLC | 63,842 | $1.03M | 0.01% | +3,870+6.5% | Added |
| Bank of America Corp | 68,243 | $1.10M | 0.00% | +7,887+13.1% | Added |
| Bank of New York Mellon Corp | 75,036 | $1.21M | 0.00% | +34,099+83.3% | Added |
| Charles Schwab Investment Management Inc | 76,686 | $1.23M | 0.00% | +40,551+112.2% | Added |
| Schonfeld Strategic Advisors LLC | 83,120 | $1.34M | 0.01% | +83,120 | New |
| MCF Advisors LLC | 90,000 | $1.45M | 0.15% | −23,004−20.4% | Reduced |
| LMR Partners LLP | 92,990 | $1.50M | 0.03% | +25,262+37.3% | Added |
| HCR Wealth Advisors | 93,683 | $1.51M | 0.30% | +93,683 | New |
| PEAK6 Investments LLC | 82,042 | $1.57M | 0.04% | +82,042 | New |
| Jane Street Group, LLC | 99,324 | $1.60M | 0.00% | +99,324 | New |
| Jump Financial, LLC | 106,798 | $1.72M | 0.07% | +106,798 | New |
| ExodusPoint Capital Management, LP | 107,414 | $1.73M | 0.02% | +107,414 | New |
| Occudo Quantitative Strategies LP | 110,191 | $1.77M | 0.15% | +110,191 | New |
| Morgan Stanley | 115,972 | $1.87M | 0.00% | +97,389+524.1% | Added |
| CIBC World Markets Inc. | 117,471 | $1.89M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 132,315 | $2.13M | 0.00% | +65,075+96.8% | Added |
| Cubist Systematic Strategies, LLC | 134,106 | $2.16M | 0.02% | +103,160+333.4% | Added |
| Royal Bank of Canada | 200,833 | $3.23M | 0.00% | +2,479+1.2% | Added |
| Intrinsic Edge Capital Management LLC | 205,696 | $3.31M | 0.30% | +57,613+38.9% | Added |
| Renaissance Technologies LLC | 220,300 | $3.54M | 0.00% | +99,800+82.8% | Added |
| Senator Investment Group LP | 225,000 | $3.62M | 0.26% | +225,000 | New |
| Northern Trust Corp | 234,195 | $3.77M | 0.00% | +123,738+112.0% | Added |
| Ameriprise Financial Inc | 269,851 | $4.34M | 0.00% | +23,271+9.4% | Added |
| Geode Capital Management, LLC | 276,755 | $4.45M | 0.00% | +133,393+93.0% | Added |
| Invesco Ltd. | 319,995 | $5.15M | 0.00% | +282,730+758.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 324,407 | $5.22M | 0.01% | −54,573−14.4% | Reduced |
| Raymond James & Associates | 330,543 | $5.32M | 0.01% | −20,239−5.8% | Reduced |
| Driehaus Capital Management LLC | 380,855 | $6.12M | 0.10% | +380,855 | New |
| Nuveen Asset Management, LLC | 398,302 | $6.41M | 0.00% | +362,126+1,001.0% | Added |
| State Street Corp | 564,124 | $9.07M | 0.00% | +320,325+131.4% | Added |
| Janus Henderson Group PLC | 611,886 | $9.84M | 0.01% | −15,802−2.5% | Reduced |
| FMR LLC | 1,254,595 | $20.2M | 0.00% | −3,657,667−74.5% | Reduced |
| Citadel Advisors LLC | 1,318,028 | $21.2M | 0.03% | +322,566+32.4% | Added |
| Woodline Partners LP | 1,699,914 | $27.3M | 0.45% | +119,628+7.6% | Added |
| Vanguard Group Inc | 1,945,996 | $31.3M | 0.00% | +1,791,724+1,161.4% | Added |
| BlackRock Inc. | 2,139,383 | $34.4M | 0.00% | +1,003,999+88.4% | Added |
| Millennium Management LLC | 2,312,913 | $37.2M | 0.05% | +536,820+30.2% | Added |
| Dragoneer Investment Group, LLC | 2,468,874 | $39.7M | 1.02% | −1,157,314−31.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,611,732 | $42.0M | 0.10% | +457,017+21.2% | Added |
| Summit Partners L P | 26,926,752 | $433.0M | 28.95% | 00.0% | Unchanged |
| General Atlantic LLC | 97,209,436 | $1.56B | 20.41% | 00.0% | Unchanged |
| 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 |