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.
Q1 2023 vs. Q4 2022
How the institutions holding EngageSmart, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 120 | 1 | 145 | +26 |
| Shares | 151.2M | 13.4K | 153.3M | +2.14M (+1.4%) |
| Value | $2.66B | $236.0K | $2.95B | +$290.9M (+10.9%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (35)
Institutions that held EngageSmart, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
Sold out (9)
Institutions that held EngageSmart, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Woodline Partners LP | 290,000 | $5.10M |
| CIBC World Markets Inc. | 117,471 | $2.07M |
| Roubaix Capital, LLC | 83,010 | $1.46M |
| Engineers Gate Manager LP | 32,029 | $563.7K |
| Zweig-DiMenna Associates LLC | 15,000 | $264.0K |
| Versor Investments LP | 10,318 | $181.6K |
| GWM Advisors LLC | 1,359 | $23.9K |
| Benjamin F. Edwards & Company, Inc. | 232 | $4.00K |
| Credit Suisse AG | 1 | $18 |
Not filed for Q1 2023 yet (1)
Institutions that held EngageSmart, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Alpha Paradigm Partners, LLC | 13,387 | $236.0K |