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, Q1 2023
Institutional positions in EngageSmart, Inc. as of Mar 31, 2023. 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
- 145
- +26 vs. Q4 2022
- Shares held
- 153.3M
- +2.14M (+1.4%) vs. Q4 2022
- Total value
- $2.95B
- +$290.9M (+10.9%) vs. Q4 2022
- New holders
- 35
- 66 more added
- Sold out
- 9
- 33 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding EngageSmart, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| General Atlantic LLC | 90,271,540 | $1.74B | 20.19% | −6,937,896−7.1% | Reduced |
| Summit Partners L P | 25,004,973 | $481.3M | 34.79% | −1,921,777−7.1% | Reduced |
| BlackRock Inc. | 3,470,101 | $66.8M | 0.00% | −64,612−1.8% | Reduced |
| Vanguard Group Inc | 3,327,891 | $64.1M | 0.00% | +838,526+33.7% | Added |
| Millennium Management LLC | 3,152,142 | $60.7M | 0.07% | +687,742+27.9% | Added |
| Citadel Advisors LLC | 2,705,434 | $52.1M | 0.06% | +2,206,540+442.3% | Added |
| Macquarie Group Ltd | 2,353,203 | $45.3M | 0.05% | +385,860+19.6% | Added |
| Jennison Associates LLC | 1,489,319 | $28.7M | 0.03% | +1,489,319 | New |
| Driehaus Capital Management LLC | 1,417,488 | $27.3M | 0.38% | +357,236+33.7% | Added |
| Cat Rock Capital Management LP | 1,354,349 | $26.1M | 3.67% | +150,000+12.5% | Added |
| Senator Investment Group LP | 1,350,000 | $26.0M | 1.43% | +350,000+35.0% | Added |
| Wellington Management Group LLP | 1,279,377 | $24.6M | 0.00% | +269,580+26.7% | Added |
| Adage Capital Partners GP, L.L.C. | 1,212,752 | $23.3M | 0.05% | −934,828−43.5% | Reduced |
| Nuveen Asset Management, LLC | 1,208,591 | $23.3M | 0.01% | +438,787+57.0% | Added |
| Marshall Wace, LLP | 1,075,397 | $20.7M | 0.05% | +901,940+520.0% | Added |
| Allspring Global Investments Holdings, LLC | 908,283 | $17.5M | 0.03% | +502,986+124.1% | Added |
| State Street Corp | 740,845 | $14.3M | 0.00% | +30,136+4.2% | Added |
| Morgan Stanley | 666,965 | $12.8M | 0.00% | +529,133+383.9% | Added |
| Janus Henderson Group PLC | 607,958 | $11.7M | 0.01% | −3,097−0.5% | Reduced |
| Geode Capital Management, LLC | 603,977 | $11.6M | 0.00% | +18,126+3.1% | Added |
| Two Sigma Investments, LP | 564,909 | $10.9M | 0.03% | +354,386+168.3% | Added |
| Dimensional Fund Advisors LP | 499,615 | $9.62M | 0.00% | +346,091+225.4% | Added |
| Next Century Growth Investors LLC | 465,758 | $8.97M | 0.99% | −3,608−0.8% | Reduced |
| Two Sigma Advisers, LP | 439,600 | $8.46M | 0.02% | +401,400+1,050.8% | Added |
| Jane Street Group, LLC | 375,506 | $7.23M | 0.01% | +338,702+920.3% | Added |
| Renaissance Technologies LLC | 352,100 | $6.78M | 0.01% | +87,100+32.9% | Added |
| Cubist Systematic Strategies, LLC | 321,186 | $6.18M | 0.06% | +28,242+9.6% | Added |
| Hillsdale Investment Management Inc. | 306,300 | $5.90M | 0.50% | +9,900+3.3% | Added |
| Northern Trust Corp | 297,752 | $5.73M | 0.00% | +10,439+3.6% | Added |
| Ameriprise Financial Inc | 287,249 | $5.53M | 0.00% | −54,802−16.0% | Reduced |
| Walleye Capital LLC | 286,568 | $5.52M | 0.11% | +250,511+694.8% | Added |
| SEI Investments Co | 273,451 | $5.26M | 0.01% | +228,242+504.9% | Added |
| Charles Schwab Investment Management Inc | 254,161 | $4.89M | 0.00% | −5,307−2.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 243,995 | $4.70M | 0.01% | +140,978+136.8% | Added |
| Goldman Sachs Group Inc | 225,976 | $4.35M | 0.00% | +66,895+42.1% | Added |
| Tudor Investment Corp Et Al | 210,376 | $4.05M | 0.08% | +33,248+18.8% | Added |
| Raymond James & Associates | 186,113 | $3.58M | 0.00% | +14,422+8.4% | Added |
| Bank of America Corp | 145,045 | $2.79M | 0.00% | −14,260−9.0% | Reduced |
| Susquehanna International Group, LLP | 139,549 | $2.69M | 0.00% | +139,549 | New |
| Bank of New York Mellon Corp | 134,998 | $2.60M | 0.00% | +3,860+2.9% | Added |
| JPMorgan Chase & Co | 132,483 | $2.55M | 0.00% | +97,409+277.7% | Added |
| Norges Bank | 128,100 | $2.47M | 0.00% | +57,300+80.9% | Added |
| Graham Capital Management, L.P. | 127,053 | $2.45M | 0.09% | +102,815+424.2% | Added |
| Prudential Financial Inc | 112,310 | $2.16M | 0.00% | −45,325−28.8% | Reduced |
| SG Americas Securities, LLC | 107,042 | $2.06M | 0.03% | +94,759+771.5% | Added |
| Monashee Investment Management LLC | 105,000 | $2.02M | 0.56% | +105,000 | New |
| Raymond James Financial Services Advisors, Inc. | 100,487 | $1.93M | 0.00% | −21,040−17.3% | Reduced |
| Ghisallo Capital Management LLC | 100,000 | $1.93M | 0.46% | +100,000 | New |
| Squarepoint Ops LLC | 95,471 | $1.84M | 0.01% | −33,574−26.0% | Reduced |
| ExodusPoint Capital Management, LP | 87,762 | $1.69M | 0.02% | −7,009−7.4% | Reduced |
| Renaissance Group LLC | 86,638 | $1.67M | 0.08% | +86,638 | New |
| Dark Forest Capital Management LP | 84,050 | $1.62M | 0.39% | +83,636+20,201.9% | Added |
| Teachers Retirement System of the State of Kentucky | 75,736 | $1.46M | 0.01% | +12,335+19.5% | Added |
| Aviva PLC | 75,678 | $1.46M | 0.01% | +75,678 | New |
| Qube Research & Technologies Ltd | 74,086 | $1.43M | 0.01% | +60,670+452.2% | Added |
| Jump Financial, LLC | 70,537 | $1.36M | 0.06% | +13,092+22.8% | Added |
| D. E. Shaw & Co., Inc. | 60,490 | $1.16M | 0.00% | +60,490 | New |
| Brown Advisory Inc | 57,516 | $1.11M | 0.00% | −368−0.6% | Reduced |
| Invesco Ltd. | 53,387 | $1.03M | 0.00% | −287,959−84.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 47,861 | $921.0K | 0.39% | −120.0% | Reduced |
| Russell Investments Group, Ltd. | 46,649 | $898.0K | 0.00% | +46,649 | New |
| Rhumbline Advisers | 46,017 | $886.0K | 0.00% | +1,477+3.3% | Added |
| Gsa Capital Partners LLP | 45,458 | $875.0K | 0.09% | +45,458 | New |
| G2 Investment Partners Management LLC | 45,000 | $866.3K | 0.25% | +45,000 | New |
| FMR LLC | 44,950 | $865.3K | 0.00% | −13,206−22.7% | Reduced |
| Premier Fund Managers Ltd | 46,023 | $865.0K | 0.03% | +46,023 | New |
| HRT Financial LP | 44,578 | $858.0K | 0.01% | −31,397−41.3% | Reduced |
| HCR Wealth Advisors | 40,683 | $783.1K | 0.16% | −53,000−56.6% | Reduced |
| HBK Investments L P | 40,000 | $770.0K | 0.03% | +40,000 | New |
| Seven Grand Managers, LLC | 40,000 | $770.0K | 2.22% | +40,000 | New |
| Trexquant Investment LP | 37,224 | $716.6K | 0.02% | +23,396+169.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 36,000 | $693.0K | 0.00% | −9,000−20.0% | Reduced |
| Alliancebernstein L.P. | 34,700 | $668.0K | 0.00% | +6,700+23.9% | Added |
| Barclays PLC | 33,716 | $649.0K | 0.00% | −790−2.3% | Reduced |
| HSBC Holdings PLC | 30,413 | $581.5K | 0.00% | −2,694−8.1% | Reduced |
| Quantbot Technologies LP | 29,782 | $573.3K | 0.04% | +22,578+313.4% | Added |
| Azzad Asset Management Inc | 25,571 | $492.2K | 0.07% | +12,092+89.7% | Added |
| Schonfeld Strategic Advisors LLC | 24,093 | $463.8K | 0.00% | +24,093 | New |
| Deutsche Bank AG | 23,849 | $459.1K | 0.00% | +7,154+42.9% | Added |
| Kula Investments, LLC | 23,411 | $450.7K | 0.11% | +23,411 | New |
| Y-Intercept (Hong Kong) Ltd | 23,024 | $443.2K | 0.05% | +23,024 | New |
| Verition Fund Management LLC | 22,563 | $434.3K | 0.01% | +22,563 | New |
| Walleye Trading LLC | 22,208 | $427.5K | 0.02% | +22,208 | New |
| Quadrature Capital Ltd | 22,183 | $426.8K | 0.01% | +22,183 | New |
| PEAK6 Investments LLC | 21,194 | $408.0K | 0.03% | +21,194 | New |
| Simplex Trading, LLC | 21,049 | $405.0K | 0.02% | +19,571+1,324.2% | Added |
| Petrus Trust Company, LTA | 20,989 | $404.0K | 0.05% | +20,989 | New |
| MetLife Investment Management | 19,183 | $369.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 19,113 | $367.9K | 0.00% | −5,482−22.3% | Reduced |
| American International Group, Inc. | 17,141 | $330.0K | 0.00% | +340+2.0% | Added |
| Calamos Advisors LLC | 16,946 | $326.2K | 0.00% | +16,946 | New |
| Bayesian Capital Management, LP | 16,583 | $319.2K | 0.04% | +16,583 | New |
| Manufacturers Life Insurance Company, The | 15,804 | $304.2K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 15,795 | $304.1K | 0.00% | +188+1.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,723 | $302.7K | 0.00% | +1,200+8.3% | Added |
| Man Group plc | – | $294.0K | 0.00% | – | – |
| Boothbay Fund Management, LLC | 14,965 | $288.1K | 0.01% | +14,965 | New |
| Zacks Investment Management | 14,739 | $283.7K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 13,632 | $262.4K | 0.09% | −7,941−36.8% | Reduced |
| California State Teachers Retirement System | 13,205 | $254.2K | 0.00% | −974−6.9% | Reduced |