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, Q3 2022
Institutional positions in EngageSmart, Inc. as of Sep 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
- 104
- +11 vs. Q2 2022
- Shares held
- 149.8M
- +2.83M (+1.9%) vs. Q2 2022
- Total value
- $3.10B
- +$735.7M (+31.1%) vs. Q2 2022
- New holders
- 24
- 37 more added
- Sold out
- 13
- 31 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding EngageSmart, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| General Atlantic LLC | 97,209,436 | $2.01B | 23.69% | 00.0% | Unchanged |
| Summit Partners L P | 26,926,752 | $557.1M | 38.75% | 00.0% | Unchanged |
| Millennium Management LLC | 2,790,743 | $57.7M | 0.07% | +477,830+20.7% | Added |
| BlackRock Inc. | 2,725,410 | $56.4M | 0.00% | +586,027+27.4% | Added |
| Adage Capital Partners GP, L.L.C. | 2,668,093 | $55.2M | 0.14% | +56,361+2.2% | Added |
| Dragoneer Investment Group, LLC | 2,468,874 | $51.1M | 1.34% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,463,914 | $51.0M | 0.00% | +517,918+26.6% | Added |
| Woodline Partners LP | 1,518,950 | $31.4M | 0.46% | −180,964−10.6% | Reduced |
| Macquarie Group Ltd | 1,250,903 | $25.9M | 0.03% | +1,250,903 | New |
| Driehaus Capital Management LLC | 817,347 | $16.9M | 0.26% | +436,492+114.6% | Added |
| State Street Corp | 726,623 | $15.0M | 0.00% | +162,499+28.8% | Added |
| Nuveen Asset Management, LLC | 684,247 | $14.2M | 0.01% | +285,945+71.8% | Added |
| Janus Henderson Group PLC | 611,054 | $12.6M | 0.01% | −832−0.1% | Reduced |
| Geode Capital Management, LLC | 540,200 | $11.2M | 0.00% | +263,445+95.2% | Added |
| Cat Rock Capital Management LP | 531,800 | $11.0M | 2.45% | +531,800 | New |
| Senator Investment Group LP | 400,000 | $8.28M | 0.75% | +175,000+77.8% | Added |
| Goldman Sachs Group Inc | 347,527 | $7.19M | 0.00% | +292,139+527.4% | Added |
| Raymond James & Associates | 341,466 | $7.07M | 0.01% | +10,923+3.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 334,705 | $6.92M | 0.02% | +10,298+3.2% | Added |
| Invesco Ltd. | 330,698 | $6.84M | 0.00% | +10,703+3.3% | Added |
| Phase 2 Partners, LLC | 289,983 | $6.00M | 2.85% | +289,983 | New |
| Northern Trust Corp | 278,452 | $5.76M | 0.00% | +44,257+18.9% | Added |
| Ameriprise Financial Inc | 265,749 | $5.50M | 0.00% | −4,102−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 252,785 | $5.23M | 0.00% | +176,099+229.6% | Added |
| Intrinsic Edge Capital Management LLC | 247,661 | $5.12M | 0.57% | +41,965+20.4% | Added |
| Citadel Advisors LLC | 207,598 | $4.29M | 0.01% | −1,110,430−84.2% | Reduced |
| Royal Bank of Canada | 201,378 | $4.17M | 0.00% | +545+0.3% | Added |
| Morgan Stanley | 172,003 | $3.56M | 0.00% | +56,031+48.3% | Added |
| Arrowstreet Capital, Limited Partnership | 136,744 | $2.83M | 0.00% | +136,744 | New |
| Prudential Financial Inc | 133,415 | $2.76M | 0.00% | +1,100+0.8% | Added |
| Cubist Systematic Strategies, LLC | 122,316 | $2.53M | 0.02% | −11,790−8.8% | Reduced |
| CIBC World Markets Inc. | 117,471 | $2.43M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 113,600 | $2.35M | 0.00% | −106,700−48.4% | Reduced |
| Bank of New York Mellon Corp | 100,390 | $2.08M | 0.00% | +25,354+33.8% | Added |
| HCR Wealth Advisors | 93,683 | $1.94M | 0.41% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 90,448 | $1.87M | 0.03% | −16,966−15.8% | Reduced |
| MCF Advisors LLC | 90,000 | $1.86M | 0.21% | 00.0% | Unchanged |
| FMR LLC | 77,703 | $1.61M | 0.00% | −1,176,892−93.8% | Reduced |
| Jump Financial, LLC | 67,965 | $1.41M | 0.05% | −38,833−36.4% | Reduced |
| G2 Investment Partners Management LLC | 66,000 | $1.37M | 0.43% | +66,000 | New |
| Two Sigma Investments, LP | 64,625 | $1.34M | 0.00% | +64,625 | New |
| SG Americas Securities, LLC | 63,529 | $1.31M | 0.02% | −313−0.5% | Reduced |
| Brown Advisory Inc | 57,384 | $1.19M | 0.00% | +23,174+67.7% | Added |
| Norges Bank | 53,700 | $1.11M | 0.00% | +53,700 | New |
| Holocene Advisors, LP | 47,950 | $992.0K | 0.01% | +30,162+169.6% | Added |
| Rhumbline Advisers | 42,412 | $878.0K | 0.00% | +3,163+8.1% | Added |
| Hillsdale Investment Management Inc. | 39,600 | $819.0K | 0.07% | −3,000−7.0% | Reduced |
| Barclays PLC | 37,488 | $776.0K | 0.00% | +30,683+450.9% | Added |
| Leonteq Securities AG | 36,952 | $764.5K | 0.04% | −4,686−11.3% | Reduced |
| Bank of America Corp | 33,829 | $700.0K | 0.00% | −34,414−50.4% | Reduced |
| Alliancebernstein L.P. | 28,000 | $579.0K | 0.00% | −3,300−10.5% | Reduced |
| SEI Investments Co | 26,186 | $542.0K | 0.00% | +26,186 | New |
| Zweig-DiMenna Associates LLC | 25,000 | $517.0K | 0.11% | +25,000 | New |
| New York State Common Retirement Fund | 24,606 | $509.0K | 0.00% | +203+0.8% | Added |
| Trexquant Investment LP | 22,939 | $475.0K | 0.02% | −13,219−36.6% | Reduced |
| HSBC Holdings PLC | 19,707 | $414.0K | 0.00% | +7,023+55.4% | Added |
| MetLife Investment Management | 19,183 | $396.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 19,071 | $395.0K | 0.00% | +330+1.8% | Added |
| Susquehanna Fundamental Investments, LLC | 18,043 | $373.0K | 0.01% | +18,043 | New |
| Dynamic Technology Lab Private Ltd | 17,330 | $359.0K | 0.04% | −29,119−62.7% | Reduced |
| American International Group, Inc. | 16,569 | $343.0K | 0.00% | +234+1.4% | Added |
| Manufacturers Life Insurance Company, The | 15,831 | $327.5K | 0.00% | −213−1.3% | Reduced |
| Zacks Investment Management | 15,724 | $325.0K | 0.01% | +15,724 | New |
| Walleye Capital LLC | 15,579 | $322.0K | 0.01% | +15,579 | New |
| Deutsche Bank AG | 15,284 | $316.0K | 0.00% | −2,304−13.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,523 | $300.0K | 0.00% | +4,420+43.7% | Added |
| Voya Investment Management LLC | 13,833 | $286.2K | 0.00% | +767+5.9% | Added |
| California State Teachers Retirement System | 13,784 | $285.0K | 0.00% | −1,140−7.6% | Reduced |
| Occudo Quantitative Strategies LP | 12,782 | $264.0K | 0.02% | −97,409−88.4% | Reduced |
| Man Group plc | 12,123 | $251.0K | 0.00% | +12,123 | New |
| Schonfeld Strategic Advisors LLC | 12,000 | $248.0K | 0.00% | −71,120−85.6% | Reduced |
| Boothbay Fund Management, LLC | 10,848 | $224.0K | 0.01% | +10,848 | New |
| Tudor Investment Corp Et Al | 10,657 | $220.0K | 0.01% | −25,759−70.7% | Reduced |
| Engineers Gate Manager LP | 10,512 | $217.0K | 0.01% | +10,512 | New |
| Susquehanna International Group, LLP | 10,414 | $215.0K | 0.00% | −35,899−77.5% | Reduced |
| PDT Partners, LLC | 10,010 | $207.0K | 0.03% | −6,490−39.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 10,056 | $203.0K | 0.13% | −652−6.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,079 | $188.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,656 | $179.0K | 0.00% | +724+9.1% | Added |
| Amalgamated Bank | 5,601 | $116.0K | 0.00% | +87+1.6% | Added |
| Legal & General Group Plc | 4,717 | $97.0K | 0.00% | +937+24.8% | Added |
| Lazard Asset Management LLC | 4,159 | $86.0K | 0.00% | −1,880−31.1% | Reduced |
| STRS Ohio | 3,700 | $76.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,370 | $70.0K | 0.00% | −398−10.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,617 | $54.0K | 0.00% | 00.0% | Unchanged |
| Sandia Investment Management LP | 2,500 | $52.0K | 0.01% | +2,500 | New |
| Metropolitan Life Insurance Co | 2,226 | $46.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,518 | $31.0K | 0.00% | +1,518 | New |
| CWM, LLC | 1,293 | $27.0K | 0.00% | +382+41.9% | Added |
| Point72 Hong Kong Ltd | 1,326 | $27.0K | 0.00% | +1,326 | New |
| Nisa Investment Advisors, LLC | 966 | $19.0K | 0.00% | +26+2.8% | Added |
| UBS Group AG | 604 | $13.0K | 0.00% | +403+200.5% | Added |
| Wells Fargo & Company | 601 | $12.0K | 0.00% | −147−19.7% | Reduced |
| Citigroup Inc | 529 | $11.0K | 0.00% | −3,638−87.3% | Reduced |
| Rosenberg Matthew Hamilton | 300 | $6.00K | 0.00% | +300 | New |
| Benjamin F. Edwards & Company, Inc. | 232 | $5.00K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 197 | $4.00K | 0.00% | +122+162.7% | Added |
| Simplex Trading, LLC | 199 | $4.00K | 0.00% | +199 | New |
| Glassman Wealth Services | 42 | $1.00K | 0.00% | +42 | New |
| Ellevest, Inc. | 68 | $1.00K | 0.00% | +68 | New |