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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.

Q4 2022 vs. Q3 2022

How the institutions holding EngageSmart, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of ESMT: Q3 2022 compared with Q4 2022
MeasureQ3 2022Q4 2022Change
Holders104120+16
Shares149.8M151.2M+1.40M (+0.9%)
Value$3.10B$2.66B−$438.2M (−14.1%)

New holders (29)

Institutions that held EngageSmart, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to ESMT in Q4 2022
InstitutionSharesValue% of portfolio
Wellington Management Group LLP1,009,797$17.8M0.00%
Next Century Growth Investors LLC469,366$8.26M0.99%
Marshall Wace, LLP173,457$3.05M0.01%
Dimensional Fund Advisors LP153,524$2.70M0.00%
Squarepoint Ops LLC129,045$2.27M0.02%
Roubaix Capital, LLC83,010$1.46M1.18%
HRT Financial LP75,975$1.34M0.02%
Teachers Retirement System of the State of Kentucky63,401$1.12M0.01%
Jackson Creek Investment Advisors LLC47,873$843.0K0.37%
Healthcare of Ontario Pension Plan Trust Fund45,000$792.0K0.00%
Two Sigma Advisers, LP38,200$672.3K0.00%
Jane Street Group, LLC36,804$647.8K0.00%
Graham Capital Management, L.P.24,238$426.6K0.02%
Fox Run Management, L.L.C.21,573$379.7K0.15%
Azzad Asset Management Inc13,479$237.2K0.04%
Qube Research & Technologies Ltd13,416$236.1K0.00%
Alpha Paradigm Partners, LLC13,387$236.0K0.10%
State of Wyoming10,585$186.3K0.06%
Versor Investments LP10,318$181.6K0.02%
Quantbot Technologies LP7,204$126.8K0.01%
Point72 Middle East FZE6,098$107.3K0.01%
Aquatic Capital Management LLC5,600$99.0K0.01%
GWM Advisors LLC1,359$23.9K0.00%
Quarry LP1,299$22.9K0.03%
Arcadia Investment Management Corp1,190$20.9K0.00%
Signaturefd, LLC71$1.25K0.00%
Lindbrook Capital, LLC10$1760.00%
Parallel Advisors, LLC9$1580.00%
Steward Financial Group LLC7$00.00%

Sold out (13)

Institutions that held EngageSmart, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.