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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 1,478 | $26.0K | 0.00% | +1,279+642.7% | Added |
| Tower Research Capital LLC (TRC) | 1,380 | $24.0K | 0.00% | −1,990−59.1% | Reduced |
| GWM Advisors LLC | 1,359 | $23.9K | 0.00% | +1,359 | New |
| Quarry LP | 1,299 | $22.9K | 0.03% | +1,299 | New |
| Wells Fargo & Company | 1,192 | $21.0K | 0.00% | +591+98.3% | Added |
| Arcadia Investment Management Corp | 1,190 | $20.9K | 0.00% | +1,190 | New |
| Nisa Investment Advisors, LLC | 940 | $17.0K | 0.00% | −26−2.7% | Reduced |
| Dark Forest Capital Management LP | 414 | $7.29K | 0.00% | +407+5,814.3% | Added |
| Rosenberg Matthew Hamilton | 300 | $5.28K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 240 | $4.22K | 0.00% | −289−54.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 232 | $4.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 96 | $1.69K | 0.00% | −36,856−99.7% | Reduced |
| Signaturefd, LLC | 71 | $1.25K | 0.00% | +71 | New |
| Glassman Wealth Services | 31 | $546 | 0.00% | −11−26.2% | Reduced |
| Ellevest, Inc. | 15 | $264 | 0.00% | −53−77.9% | Reduced |
| Lindbrook Capital, LLC | 10 | $176 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 9 | $158 | 0.00% | +9 | New |
| Credit Suisse AG | 1 | $18 | 0.00% | −196−99.5% | Reduced |
| Advisor Group Holdings, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 7 | $0 | 0.00% | +7 | New |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −2,468,874−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −289,983−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −247,661−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −66,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −47,950−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,782−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −10,848−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,414−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,010−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −10,056−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,326−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |