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 |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,725,410 | $56.4M | 0.00% | +586,027+27.4% | Added |
| Millennium Management LLC | 2,790,743 | $57.7M | 0.07% | +477,830+20.7% | Added |
| Summit Partners L P | 26,926,752 | $557.1M | 38.75% | 00.0% | Unchanged |
| General Atlantic LLC | 97,209,436 | $2.01B | 23.69% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −99,324−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −82,042−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −92,990−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −58,501−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −55,294−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −34,467−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −11,802−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Exane Derivatives | – | – | – | – | Not filed |