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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 107,042 | $2.06M | 0.03% | +94,759+771.5% | Added |
| Prudential Financial Inc | 112,310 | $2.16M | 0.00% | −45,325−28.8% | Reduced |
| Graham Capital Management, L.P. | 127,053 | $2.45M | 0.09% | +102,815+424.2% | Added |
| Norges Bank | 128,100 | $2.47M | 0.00% | +57,300+80.9% | Added |
| JPMorgan Chase & Co | 132,483 | $2.55M | 0.00% | +97,409+277.7% | Added |
| Bank of New York Mellon Corp | 134,998 | $2.60M | 0.00% | +3,860+2.9% | Added |
| Susquehanna International Group, LLP | 139,549 | $2.69M | 0.00% | +139,549 | New |
| Bank of America Corp | 145,045 | $2.79M | 0.00% | −14,260−9.0% | Reduced |
| Raymond James & Associates | 186,113 | $3.58M | 0.00% | +14,422+8.4% | Added |
| Tudor Investment Corp Et Al | 210,376 | $4.05M | 0.08% | +33,248+18.8% | Added |
| Goldman Sachs Group Inc | 225,976 | $4.35M | 0.00% | +66,895+42.1% | Added |
| Arrowstreet Capital, Limited Partnership | 243,995 | $4.70M | 0.01% | +140,978+136.8% | Added |
| Charles Schwab Investment Management Inc | 254,161 | $4.89M | 0.00% | −5,307−2.0% | Reduced |
| SEI Investments Co | 273,451 | $5.26M | 0.01% | +228,242+504.9% | Added |
| Walleye Capital LLC | 286,568 | $5.52M | 0.11% | +250,511+694.8% | Added |
| Ameriprise Financial Inc | 287,249 | $5.53M | 0.00% | −54,802−16.0% | Reduced |
| Northern Trust Corp | 297,752 | $5.73M | 0.00% | +10,439+3.6% | Added |
| Hillsdale Investment Management Inc. | 306,300 | $5.90M | 0.50% | +9,900+3.3% | Added |
| Cubist Systematic Strategies, LLC | 321,186 | $6.18M | 0.06% | +28,242+9.6% | Added |
| Renaissance Technologies LLC | 352,100 | $6.78M | 0.01% | +87,100+32.9% | Added |
| Jane Street Group, LLC | 375,506 | $7.23M | 0.01% | +338,702+920.3% | Added |
| Two Sigma Advisers, LP | 439,600 | $8.46M | 0.02% | +401,400+1,050.8% | Added |
| Next Century Growth Investors LLC | 465,758 | $8.97M | 0.99% | −3,608−0.8% | Reduced |
| Dimensional Fund Advisors LP | 499,615 | $9.62M | 0.00% | +346,091+225.4% | Added |
| Two Sigma Investments, LP | 564,909 | $10.9M | 0.03% | +354,386+168.3% | Added |
| Geode Capital Management, LLC | 603,977 | $11.6M | 0.00% | +18,126+3.1% | Added |
| Janus Henderson Group PLC | 607,958 | $11.7M | 0.01% | −3,097−0.5% | Reduced |
| Morgan Stanley | 666,965 | $12.8M | 0.00% | +529,133+383.9% | Added |
| State Street Corp | 740,845 | $14.3M | 0.00% | +30,136+4.2% | Added |
| Allspring Global Investments Holdings, LLC | 908,283 | $17.5M | 0.03% | +502,986+124.1% | Added |
| Marshall Wace, LLP | 1,075,397 | $20.7M | 0.05% | +901,940+520.0% | Added |
| Nuveen Asset Management, LLC | 1,208,591 | $23.3M | 0.01% | +438,787+57.0% | Added |
| Adage Capital Partners GP, L.L.C. | 1,212,752 | $23.3M | 0.05% | −934,828−43.5% | Reduced |
| Wellington Management Group LLP | 1,279,377 | $24.6M | 0.00% | +269,580+26.7% | Added |
| Senator Investment Group LP | 1,350,000 | $26.0M | 1.43% | +350,000+35.0% | Added |
| Cat Rock Capital Management LP | 1,354,349 | $26.1M | 3.67% | +150,000+12.5% | Added |
| Driehaus Capital Management LLC | 1,417,488 | $27.3M | 0.38% | +357,236+33.7% | Added |
| Jennison Associates LLC | 1,489,319 | $28.7M | 0.03% | +1,489,319 | New |
| Macquarie Group Ltd | 2,353,203 | $45.3M | 0.05% | +385,860+19.6% | Added |
| Citadel Advisors LLC | 2,705,434 | $52.1M | 0.06% | +2,206,540+442.3% | Added |
| Millennium Management LLC | 3,152,142 | $60.7M | 0.07% | +687,742+27.9% | Added |
| Vanguard Group Inc | 3,327,891 | $64.1M | 0.00% | +838,526+33.7% | Added |
| BlackRock Inc. | 3,470,101 | $66.8M | 0.00% | −64,612−1.8% | Reduced |
| Summit Partners L P | 25,004,973 | $481.3M | 34.79% | −1,921,777−7.1% | Reduced |
| General Atlantic LLC | 90,271,540 | $1.74B | 20.19% | −6,937,896−7.1% | Reduced |
| Woodline Partners LP | 0 | $0 | 0.00% | −290,000−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −117,471−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −83,010−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −32,029−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −10,318−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −1,359−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | – | – | – | – | Not filed |