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.
Q3 2022 vs. Q2 2022
How the institutions holding EngageSmart, Inc. changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 94 | 1 | 104 | +11 |
| Shares | 147.0M | 35.3K | 149.8M | +2.83M (+1.9%) |
| Value | $2.36B | $567.7K | $3.10B | +$735.7M (+31.1%) |
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (24)
Institutions that held EngageSmart, Inc. at the end of Q3 2022 but not at the end of Q2 2022.
Sold out (13)
Institutions that held EngageSmart, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Jane Street Group, LLC | 99,324 | $1.60M |
| PEAK6 Investments LLC | 82,042 | $1.57M |
| LMR Partners LLP | 92,990 | $1.50M |
| Qube Research & Technologies Ltd | 58,501 | $941.0K |
| Graham Capital Management, L.P. | 55,294 | $889.0K |
| Quantbot Technologies LP | 34,467 | $554.0K |
| Caption Management, LLC | 24,000 | $386.0K |
| Banque Pictet & Cie SA | 11,802 | $190.0K |
| TCI Wealth Advisors, Inc. | 214 | $3.00K |
| The PNC Financial Services Group, Inc. | 15 | $0 |
| HM Payson & Co | 1 | $0 |
| Northwestern Mutual Wealth Management Co | 3 | $0 |
| Steward Financial Group LLC | 7 | $0 |
Not filed for Q3 2022 yet (1)
Institutions that held EngageSmart, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Exane Derivatives | 35,311 | $567.7K |