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, Q4 2022
Institutional positions in EngageSmart, Inc. as of Dec 31, 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
- 120
- +16 vs. Q3 2022
- Shares held
- 151.2M
- +1.40M (+0.9%) vs. Q3 2022
- Total value
- $2.66B
- −$438.2M (−14.1%) vs. Q3 2022
- New holders
- 29
- 48 more added
- Sold out
- 13
- 29 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding EngageSmart, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| General Atlantic LLC | 97,209,436 | $1.71B | 22.64% | 00.0% | Unchanged |
| Summit Partners L P | 26,926,750 | $473.9M | 38.68% | −20.0% | Reduced |
| BlackRock Inc. | 3,534,713 | $62.2M | 0.00% | +809,303+29.7% | Added |
| Vanguard Group Inc | 2,489,365 | $43.8M | 0.00% | +25,451+1.0% | Added |
| Millennium Management LLC | 2,464,400 | $43.4M | 0.05% | −326,343−11.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,147,580 | $37.8M | 0.09% | −520,513−19.5% | Reduced |
| Macquarie Group Ltd | 1,967,343 | $34.6M | 0.04% | +716,440+57.3% | Added |
| Cat Rock Capital Management LP | 1,204,349 | $21.2M | 3.90% | +672,549+126.5% | Added |
| Driehaus Capital Management LLC | 1,060,252 | $18.7M | 0.28% | +242,905+29.7% | Added |
| Wellington Management Group LLP | 1,009,797 | $17.8M | 0.00% | +1,009,797 | New |
| Senator Investment Group LP | 1,000,000 | $17.6M | 1.58% | +600,000+150.0% | Added |
| Nuveen Asset Management, LLC | 769,804 | $13.5M | 0.01% | +85,557+12.5% | Added |
| State Street Corp | 710,709 | $12.5M | 0.00% | −15,914−2.2% | Reduced |
| Janus Henderson Group PLC | 611,055 | $10.8M | 0.01% | +10.0% | Added |
| Geode Capital Management, LLC | 585,851 | $10.3M | 0.00% | +45,651+8.5% | Added |
| Citadel Advisors LLC | 498,894 | $8.78M | 0.01% | +291,296+140.3% | Added |
| Next Century Growth Investors LLC | 469,366 | $8.26M | 0.99% | +469,366 | New |
| Allspring Global Investments Holdings, LLC | 405,297 | $7.13M | 0.01% | +403,779+26,599.4% | Added |
| Ameriprise Financial Inc | 342,051 | $6.02M | 0.00% | +76,302+28.7% | Added |
| Invesco Ltd. | 341,346 | $6.01M | 0.00% | +10,648+3.2% | Added |
| Hillsdale Investment Management Inc. | 296,400 | $5.22M | 0.44% | +256,800+648.5% | Added |
| Cubist Systematic Strategies, LLC | 292,944 | $5.16M | 0.04% | +170,628+139.5% | Added |
| Woodline Partners LP | 290,000 | $5.10M | 0.07% | −1,228,950−80.9% | Reduced |
| Northern Trust Corp | 287,313 | $5.06M | 0.00% | +8,861+3.2% | Added |
| Renaissance Technologies LLC | 265,000 | $4.66M | 0.01% | +151,400+133.3% | Added |
| Charles Schwab Investment Management Inc | 259,468 | $4.57M | 0.00% | +6,683+2.6% | Added |
| Two Sigma Investments, LP | 210,523 | $3.71M | 0.01% | +145,898+225.8% | Added |
| Tudor Investment Corp Et Al | 177,128 | $3.12M | 0.08% | +166,471+1,562.1% | Added |
| Marshall Wace, LLP | 173,457 | $3.05M | 0.01% | +173,457 | New |
| Raymond James & Associates | 171,691 | $3.02M | 0.00% | −169,775−49.7% | Reduced |
| Bank of America Corp | 159,305 | $2.80M | 0.00% | +125,476+370.9% | Added |
| Goldman Sachs Group Inc | 159,081 | $2.80M | 0.00% | −188,446−54.2% | Reduced |
| Prudential Financial Inc | 157,635 | $2.77M | 0.00% | +24,220+18.2% | Added |
| Dimensional Fund Advisors LP | 153,524 | $2.70M | 0.00% | +153,524 | New |
| Morgan Stanley | 137,832 | $2.43M | 0.00% | −34,171−19.9% | Reduced |
| Bank of New York Mellon Corp | 131,138 | $2.31M | 0.00% | +30,748+30.6% | Added |
| Squarepoint Ops LLC | 129,045 | $2.27M | 0.02% | +129,045 | New |
| Raymond James Financial Services Advisors, Inc. | 121,527 | $2.14M | 0.00% | −213,178−63.7% | Reduced |
| CIBC World Markets Inc. | 117,471 | $2.07M | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 103,017 | $1.81M | 0.00% | −33,727−24.7% | Reduced |
| ExodusPoint Capital Management, LP | 94,771 | $1.67M | 0.03% | +4,323+4.8% | Added |
| HCR Wealth Advisors | 93,683 | $1.65M | 0.35% | 00.0% | Unchanged |
| Roubaix Capital, LLC | 83,010 | $1.46M | 1.18% | +83,010 | New |
| HRT Financial LP | 75,975 | $1.34M | 0.02% | +75,975 | New |
| Norges Bank | 70,800 | $1.25M | 0.00% | +17,100+31.8% | Added |
| Teachers Retirement System of the State of Kentucky | 63,401 | $1.12M | 0.01% | +63,401 | New |
| MCF Advisors LLC | 60,596 | $1.07M | 0.11% | −29,404−32.7% | Reduced |
| FMR LLC | 58,156 | $1.02M | 0.00% | −19,547−25.2% | Reduced |
| Brown Advisory Inc | 57,884 | $1.02M | 0.00% | +500+0.9% | Added |
| Jump Financial, LLC | 57,445 | $1.01M | 0.05% | −10,520−15.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 47,873 | $843.0K | 0.37% | +47,873 | New |
| SEI Investments Co | 45,209 | $795.7K | 0.00% | +19,023+72.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 45,000 | $792.0K | 0.00% | +45,000 | New |
| Rhumbline Advisers | 44,540 | $784.0K | 0.00% | +2,128+5.0% | Added |
| Susquehanna Fundamental Investments, LLC | 38,517 | $677.9K | 0.01% | +20,474+113.5% | Added |
| Two Sigma Advisers, LP | 38,200 | $672.3K | 0.00% | +38,200 | New |
| Jane Street Group, LLC | 36,804 | $647.8K | 0.00% | +36,804 | New |
| Walleye Capital LLC | 36,057 | $634.6K | 0.01% | +20,478+131.4% | Added |
| JPMorgan Chase & Co | 35,074 | $618.0K | 0.00% | +16,003+83.9% | Added |
| Barclays PLC | 34,506 | $607.3K | 0.00% | −2,982−8.0% | Reduced |
| HSBC Holdings PLC | 33,107 | $576.4K | 0.00% | +13,400+68.0% | Added |
| Engineers Gate Manager LP | 32,029 | $563.7K | 0.03% | +21,517+204.7% | Added |
| Alliancebernstein L.P. | 28,000 | $492.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 24,595 | $432.9K | 0.00% | −110.0% | Reduced |
| Graham Capital Management, L.P. | 24,238 | $426.6K | 0.02% | +24,238 | New |
| Fox Run Management, L.L.C. | 21,573 | $379.7K | 0.15% | +21,573 | New |
| MetLife Investment Management | 19,183 | $337.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 17,660 | $311.0K | 0.03% | +330+1.9% | Added |
| American International Group, Inc. | 16,801 | $295.7K | 0.00% | +232+1.4% | Added |
| Deutsche Bank AG | 16,695 | $293.8K | 0.00% | +1,411+9.2% | Added |
| Manufacturers Life Insurance Company, The | 15,804 | $278.1K | 0.00% | −27−0.2% | Reduced |
| Voya Investment Management LLC | 15,607 | $274.7K | 0.00% | +1,774+12.8% | Added |
| Zweig-DiMenna Associates LLC | 15,000 | $264.0K | 0.04% | −10,000−40.0% | Reduced |
| Zacks Investment Management | 14,739 | $259.4K | 0.00% | −985−6.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,523 | $255.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,366 | $253.0K | 0.00% | −187,012−92.9% | Reduced |
| California State Teachers Retirement System | 14,179 | $249.6K | 0.00% | +395+2.9% | Added |
| Trexquant Investment LP | 13,828 | $243.4K | 0.01% | −9,111−39.7% | Reduced |
| Azzad Asset Management Inc | 13,479 | $237.2K | 0.04% | +13,479 | New |
| Qube Research & Technologies Ltd | 13,416 | $236.1K | 0.00% | +13,416 | New |
| Alpha Paradigm Partners, LLC | 13,387 | $236.0K | 0.10% | +13,387 | New |
| Man Group plc | 12,964 | $228.2K | 0.00% | +841+6.9% | Added |
| SG Americas Securities, LLC | 12,283 | $216.0K | 0.00% | −51,246−80.7% | Reduced |
| UBS Group AG | 11,690 | $205.7K | 0.00% | +11,086+1,835.4% | Added |
| State of Wyoming | 10,585 | $186.3K | 0.06% | +10,585 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,476 | $185.6K | 0.00% | +1,397+15.4% | Added |
| Versor Investments LP | 10,318 | $181.6K | 0.02% | +10,318 | New |
| Quantbot Technologies LP | 7,204 | $126.8K | 0.01% | +7,204 | New |
| Lazard Asset Management LLC | 6,245 | $109.0K | 0.00% | +2,086+50.2% | Added |
| Point72 Middle East FZE | 6,098 | $107.3K | 0.01% | +6,098 | New |
| Steward Partners Investment Advisory, LLC | 5,976 | $105.2K | 0.00% | −2,680−31.0% | Reduced |
| Amalgamated Bank | 5,601 | $99.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,600 | $99.0K | 0.01% | +5,600 | New |
| Legal & General Group Plc | 4,921 | $86.6K | 0.00% | +204+4.3% | Added |
| STRS Ohio | 3,700 | $65.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,617 | $50.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,867 | $50.0K | 0.04% | +2,853+20,378.6% | Added |
| Sandia Investment Management LP | 2,500 | $44.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,226 | $39.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,671 | $29.0K | 0.00% | +378+29.2% | Added |