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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 7 | $0 | 0.00% | +7 | New |
| Credit Suisse AG | 1 | $18 | 0.00% | −196−99.5% | Reduced |
| Parallel Advisors, LLC | 9 | $158 | 0.00% | +9 | New |
| Lindbrook Capital, LLC | 10 | $176 | 0.00% | +10 | New |
| Ellevest, Inc. | 15 | $264 | 0.00% | −53−77.9% | Reduced |
| Glassman Wealth Services | 31 | $546 | 0.00% | −11−26.2% | Reduced |
| Signaturefd, LLC | 71 | $1.25K | 0.00% | +71 | New |
| Leonteq Securities AG | 96 | $1.69K | 0.00% | −36,856−99.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 232 | $4.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 240 | $4.22K | 0.00% | −289−54.6% | Reduced |
| Rosenberg Matthew Hamilton | 300 | $5.28K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 414 | $7.29K | 0.00% | +407+5,814.3% | Added |
| Nisa Investment Advisors, LLC | 940 | $17.0K | 0.00% | −26−2.7% | Reduced |
| Arcadia Investment Management Corp | 1,190 | $20.9K | 0.00% | +1,190 | New |
| Wells Fargo & Company | 1,192 | $21.0K | 0.00% | +591+98.3% | Added |
| Quarry LP | 1,299 | $22.9K | 0.03% | +1,299 | New |
| GWM Advisors LLC | 1,359 | $23.9K | 0.00% | +1,359 | New |
| Tower Research Capital LLC (TRC) | 1,380 | $24.0K | 0.00% | −1,990−59.1% | Reduced |
| Simplex Trading, LLC | 1,478 | $26.0K | 0.00% | +1,279+642.7% | Added |
| CWM, LLC | 1,671 | $29.0K | 0.00% | +378+29.2% | Added |
| Metropolitan Life Insurance Co | 2,226 | $39.2K | 0.00% | 00.0% | Unchanged |
| Sandia Investment Management LP | 2,500 | $44.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,867 | $50.0K | 0.04% | +2,853+20,378.6% | Added |
| Ameritas Investment Partners, Inc. | 2,617 | $50.4K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 3,700 | $65.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,921 | $86.6K | 0.00% | +204+4.3% | Added |
| Amalgamated Bank | 5,601 | $99.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,600 | $99.0K | 0.01% | +5,600 | New |
| Steward Partners Investment Advisory, LLC | 5,976 | $105.2K | 0.00% | −2,680−31.0% | Reduced |
| Point72 Middle East FZE | 6,098 | $107.3K | 0.01% | +6,098 | New |
| Lazard Asset Management LLC | 6,245 | $109.0K | 0.00% | +2,086+50.2% | Added |
| Quantbot Technologies LP | 7,204 | $126.8K | 0.01% | +7,204 | New |
| Versor Investments LP | 10,318 | $181.6K | 0.02% | +10,318 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,476 | $185.6K | 0.00% | +1,397+15.4% | Added |
| State of Wyoming | 10,585 | $186.3K | 0.06% | +10,585 | New |
| UBS Group AG | 11,690 | $205.7K | 0.00% | +11,086+1,835.4% | Added |
| SG Americas Securities, LLC | 12,283 | $216.0K | 0.00% | −51,246−80.7% | Reduced |
| Man Group plc | 12,964 | $228.2K | 0.00% | +841+6.9% | Added |
| Alpha Paradigm Partners, LLC | 13,387 | $236.0K | 0.10% | +13,387 | New |
| Qube Research & Technologies Ltd | 13,416 | $236.1K | 0.00% | +13,416 | New |
| Azzad Asset Management Inc | 13,479 | $237.2K | 0.04% | +13,479 | New |
| Trexquant Investment LP | 13,828 | $243.4K | 0.01% | −9,111−39.7% | Reduced |
| California State Teachers Retirement System | 14,179 | $249.6K | 0.00% | +395+2.9% | Added |
| Royal Bank of Canada | 14,366 | $253.0K | 0.00% | −187,012−92.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,523 | $255.6K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 14,739 | $259.4K | 0.00% | −985−6.3% | Reduced |
| Zweig-DiMenna Associates LLC | 15,000 | $264.0K | 0.04% | −10,000−40.0% | Reduced |
| Voya Investment Management LLC | 15,607 | $274.7K | 0.00% | +1,774+12.8% | Added |
| Manufacturers Life Insurance Company, The | 15,804 | $278.1K | 0.00% | −27−0.2% | Reduced |
| Deutsche Bank AG | 16,695 | $293.8K | 0.00% | +1,411+9.2% | Added |
| American International Group, Inc. | 16,801 | $295.7K | 0.00% | +232+1.4% | Added |
| Dynamic Technology Lab Private Ltd | 17,660 | $311.0K | 0.03% | +330+1.9% | Added |
| MetLife Investment Management | 19,183 | $337.6K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 21,573 | $379.7K | 0.15% | +21,573 | New |
| Graham Capital Management, L.P. | 24,238 | $426.6K | 0.02% | +24,238 | New |
| New York State Common Retirement Fund | 24,595 | $432.9K | 0.00% | −110.0% | Reduced |
| Alliancebernstein L.P. | 28,000 | $492.8K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 32,029 | $563.7K | 0.03% | +21,517+204.7% | Added |
| HSBC Holdings PLC | 33,107 | $576.4K | 0.00% | +13,400+68.0% | Added |
| Barclays PLC | 34,506 | $607.3K | 0.00% | −2,982−8.0% | Reduced |
| JPMorgan Chase & Co | 35,074 | $618.0K | 0.00% | +16,003+83.9% | Added |
| Walleye Capital LLC | 36,057 | $634.6K | 0.01% | +20,478+131.4% | Added |
| Jane Street Group, LLC | 36,804 | $647.8K | 0.00% | +36,804 | New |
| Two Sigma Advisers, LP | 38,200 | $672.3K | 0.00% | +38,200 | New |
| Susquehanna Fundamental Investments, LLC | 38,517 | $677.9K | 0.01% | +20,474+113.5% | Added |
| Rhumbline Advisers | 44,540 | $784.0K | 0.00% | +2,128+5.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 45,000 | $792.0K | 0.00% | +45,000 | New |
| SEI Investments Co | 45,209 | $795.7K | 0.00% | +19,023+72.6% | Added |
| Jackson Creek Investment Advisors LLC | 47,873 | $843.0K | 0.37% | +47,873 | New |
| Jump Financial, LLC | 57,445 | $1.01M | 0.05% | −10,520−15.5% | Reduced |
| Brown Advisory Inc | 57,884 | $1.02M | 0.00% | +500+0.9% | Added |
| FMR LLC | 58,156 | $1.02M | 0.00% | −19,547−25.2% | Reduced |
| MCF Advisors LLC | 60,596 | $1.07M | 0.11% | −29,404−32.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 63,401 | $1.12M | 0.01% | +63,401 | New |
| Norges Bank | 70,800 | $1.25M | 0.00% | +17,100+31.8% | Added |
| HRT Financial LP | 75,975 | $1.34M | 0.02% | +75,975 | New |
| Roubaix Capital, LLC | 83,010 | $1.46M | 1.18% | +83,010 | New |
| HCR Wealth Advisors | 93,683 | $1.65M | 0.35% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 94,771 | $1.67M | 0.03% | +4,323+4.8% | Added |
| Arrowstreet Capital, Limited Partnership | 103,017 | $1.81M | 0.00% | −33,727−24.7% | Reduced |
| CIBC World Markets Inc. | 117,471 | $2.07M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 121,527 | $2.14M | 0.00% | −213,178−63.7% | Reduced |
| Squarepoint Ops LLC | 129,045 | $2.27M | 0.02% | +129,045 | New |
| Bank of New York Mellon Corp | 131,138 | $2.31M | 0.00% | +30,748+30.6% | Added |
| Morgan Stanley | 137,832 | $2.43M | 0.00% | −34,171−19.9% | Reduced |
| Dimensional Fund Advisors LP | 153,524 | $2.70M | 0.00% | +153,524 | New |
| Prudential Financial Inc | 157,635 | $2.77M | 0.00% | +24,220+18.2% | Added |
| Goldman Sachs Group Inc | 159,081 | $2.80M | 0.00% | −188,446−54.2% | Reduced |
| Bank of America Corp | 159,305 | $2.80M | 0.00% | +125,476+370.9% | Added |
| Raymond James & Associates | 171,691 | $3.02M | 0.00% | −169,775−49.7% | Reduced |
| Marshall Wace, LLP | 173,457 | $3.05M | 0.01% | +173,457 | New |
| Tudor Investment Corp Et Al | 177,128 | $3.12M | 0.08% | +166,471+1,562.1% | Added |
| Two Sigma Investments, LP | 210,523 | $3.71M | 0.01% | +145,898+225.8% | Added |
| Charles Schwab Investment Management Inc | 259,468 | $4.57M | 0.00% | +6,683+2.6% | Added |
| Renaissance Technologies LLC | 265,000 | $4.66M | 0.01% | +151,400+133.3% | Added |
| Northern Trust Corp | 287,313 | $5.06M | 0.00% | +8,861+3.2% | Added |
| Woodline Partners LP | 290,000 | $5.10M | 0.07% | −1,228,950−80.9% | Reduced |
| Cubist Systematic Strategies, LLC | 292,944 | $5.16M | 0.04% | +170,628+139.5% | Added |
| Hillsdale Investment Management Inc. | 296,400 | $5.22M | 0.44% | +256,800+648.5% | Added |