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, Q2 2023
Institutional positions in EngageSmart, Inc. as of Jun 30, 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
- 126
- −18 vs. Q1 2023
- Shares held
- 155.0M
- +1.71M (+1.1%) vs. Q1 2023
- Total value
- $2.96B
- +$7.83M (+0.3%) vs. Q1 2023
- New holders
- 13
- 61 more added
- Sold out
- 31
- 41 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding EngageSmart, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| General Atlantic LLC | 90,271,540 | $1.72B | 27.16% | 00.0% | Unchanged |
| Summit Partners L P | 25,004,973 | $477.3M | 34.59% | 00.0% | Unchanged |
| Vanguard Group Inc | 5,121,941 | $97.8M | 0.00% | +1,794,050+53.9% | Added |
| BlackRock Inc. | 4,544,125 | $86.7M | 0.00% | +1,074,024+31.0% | Added |
| Millennium Management LLC | 2,597,861 | $49.6M | 0.05% | −554,281−17.6% | Reduced |
| Macquarie Group Ltd | 2,463,357 | $47.0M | 0.05% | +110,154+4.7% | Added |
| Citadel Advisors LLC | 1,994,215 | $38.1M | 0.04% | −711,219−26.3% | Reduced |
| Jennison Associates LLC | 1,988,772 | $38.0M | 0.03% | +499,453+33.5% | Added |
| Cat Rock Capital Management LP | 1,551,995 | $29.6M | 4.08% | +197,646+14.6% | Added |
| Senator Investment Group LP | 1,350,000 | $25.8M | 1.17% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,328,116 | $25.4M | 0.00% | +48,739+3.8% | Added |
| Nuveen Asset Management, LLC | 1,263,092 | $24.1M | 0.01% | +54,501+4.5% | Added |
| Dimensional Fund Advisors LP | 1,069,781 | $20.4M | 0.01% | +570,166+114.1% | Added |
| State Street Corp | 1,066,258 | $20.4M | 0.00% | +325,413+43.9% | Added |
| Adage Capital Partners GP, L.L.C. | 1,050,100 | $20.0M | 0.04% | −162,652−13.4% | Reduced |
| Marshall Wace, LLP | 992,620 | $18.9M | 0.04% | −82,777−7.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 979,707 | $18.7M | 0.03% | +71,424+7.9% | Added |
| Geode Capital Management, LLC | 819,545 | $15.6M | 0.00% | +215,568+35.7% | Added |
| Morgan Stanley | 790,130 | $15.1M | 0.00% | +123,165+18.5% | Added |
| Driehaus Capital Management LLC | 746,684 | $14.3M | 0.18% | −670,804−47.3% | Reduced |
| Janus Henderson Group PLC | 739,417 | $14.1M | 0.01% | +131,459+21.6% | Added |
| Next Century Growth Investors LLC | 626,136 | $12.0M | 1.15% | +160,378+34.4% | Added |
| Renaissance Technologies LLC | 525,200 | $10.0M | 0.01% | +173,100+49.2% | Added |
| Norges Bank | 465,200 | $8.88M | 0.00% | +337,100+263.2% | Added |
| Northern Trust Corp | 410,453 | $7.84M | 0.00% | +112,701+37.9% | Added |
| Nishkama Capital, LLC | 295,692 | $5.64M | 1.04% | +295,692 | New |
| Two Sigma Investments, LP | 294,515 | $5.62M | 0.02% | −270,394−47.9% | Reduced |
| Two Sigma Advisers, LP | 290,100 | $5.54M | 0.01% | −149,500−34.0% | Reduced |
| SEI Investments Co | 288,701 | $5.51M | 0.01% | +15,250+5.6% | Added |
| Charles Schwab Investment Management Inc | 288,283 | $5.50M | 0.00% | +34,122+13.4% | Added |
| Ameriprise Financial Inc | 277,693 | $5.30M | 0.00% | −9,556−3.3% | Reduced |
| Hillsdale Investment Management Inc. | 267,880 | $5.11M | 0.47% | −38,420−12.5% | Reduced |
| Bank of New York Mellon Corp | 187,635 | $3.58M | 0.00% | +52,637+39.0% | Added |
| Goldman Sachs Group Inc | 174,006 | $3.32M | 0.00% | −51,970−23.0% | Reduced |
| Bank of America Corp | 153,498 | $2.93M | 0.00% | +8,453+5.8% | Added |
| Voya Investment Management LLC | 151,071 | $2.88M | 0.00% | +135,276+856.4% | Added |
| Walleye Capital LLC | 149,766 | $2.86M | 0.05% | −136,802−47.7% | Reduced |
| Swiss National Bank | 108,800 | $2.08M | 0.00% | +108,800 | New |
| JPMorgan Chase & Co | 104,671 | $2.00M | 0.00% | −27,812−21.0% | Reduced |
| Ghisallo Capital Management LLC | 100,000 | $1.91M | 0.23% | 00.0% | Unchanged |
| Renaissance Group LLC | 91,820 | $1.75M | 0.08% | +5,182+6.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 88,754 | $1.69M | 0.00% | −11,733−11.7% | Reduced |
| PEAK6 Investments LLC | 82,042 | $1.57M | 0.13% | +60,848+287.1% | Added |
| UBS Group AG | 79,500 | $1.52M | 0.00% | +66,465+509.9% | Added |
| Teachers Retirement System of the State of Kentucky | 75,736 | $1.45M | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 75,679 | $1.44M | 0.01% | +10.0% | Added |
| Raymond James & Associates | 70,055 | $1.34M | 0.00% | −116,058−62.4% | Reduced |
| Invesco Ltd. | 67,175 | $1.28M | 0.00% | +13,788+25.8% | Added |
| Brown Advisory Inc | 64,614 | $1.23M | 0.00% | +7,098+12.3% | Added |
| Rhumbline Advisers | 61,689 | $1.18M | 0.00% | +15,672+34.1% | Added |
| California State Teachers Retirement System | 60,136 | $1.15M | 0.00% | +46,931+355.4% | Added |
| HSBC Holdings PLC | 57,126 | $1.10M | 0.00% | +26,713+87.8% | Added |
| Alliancebernstein L.P. | 56,020 | $1.07M | 0.00% | +21,320+61.4% | Added |
| Jump Financial, LLC | 51,762 | $988.1K | 0.04% | −18,775−26.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 51,058 | $975.0K | 0.39% | +3,197+6.7% | Added |
| Barclays PLC | 51,057 | $974.7K | 0.00% | +17,341+51.4% | Added |
| Credit Suisse AG | 49,858 | $951.8K | 0.00% | +49,858 | New |
| Graham Capital Management, L.P. | 42,074 | $803.2K | 0.03% | −84,979−66.9% | Reduced |
| Legal & General Group Plc | 38,559 | $736.1K | 0.00% | +33,431+651.9% | Added |
| Dark Forest Capital Management LP | 38,313 | $731.4K | 0.08% | −45,737−54.4% | Reduced |
| Tudor Investment Corp Et Al | 35,754 | $682.5K | 0.01% | −174,622−83.0% | Reduced |
| FMR LLC | 31,772 | $606.5K | 0.00% | −13,178−29.3% | Reduced |
| Petrus Trust Company, LTA | 29,954 | $571.8K | 0.06% | +8,965+42.7% | Added |
| Bailard, Inc. | 29,275 | $558.9K | 0.02% | +17,775+154.6% | Added |
| Premier Fund Managers Ltd | 29,074 | $552.0K | 0.02% | −16,949−36.8% | Reduced |
| Simplex Trading, LLC | 27,766 | $530.0K | 0.02% | +6,717+31.9% | Added |
| Walleye Trading LLC | 27,725 | $529.3K | 0.03% | +5,517+24.8% | Added |
| Teacher Retirement System of Texas | 27,350 | $522.0K | 0.00% | +27,350 | New |
| ExodusPoint Capital Management, LP | 26,873 | $513.0K | 0.01% | −60,889−69.4% | Reduced |
| MetLife Investment Management | 25,965 | $495.7K | 0.00% | +6,782+35.4% | Added |
| Susquehanna International Group, LLP | 25,776 | $492.1K | 0.00% | −113,773−81.5% | Reduced |
| HCR Wealth Advisors | 25,683 | $490.3K | 0.09% | −15,000−36.9% | Reduced |
| Azzad Asset Management Inc | 25,571 | $488.1K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 25,129 | $479.7K | 0.00% | +15,573+163.0% | Added |
| American International Group, Inc. | 23,399 | $446.7K | 0.00% | +6,258+36.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,590 | $431.2K | 0.00% | +6,867+43.7% | Added |
| Deutsche Bank AG | 20,960 | $400.1K | 0.00% | −2,889−12.1% | Reduced |
| Manufacturers Life Insurance Company, The | 20,811 | $397.3K | 0.00% | +5,007+31.7% | Added |
| New York State Common Retirement Fund | 19,681 | $375.7K | 0.00% | +568+3.0% | Added |
| Citigroup Inc | 19,144 | $365.5K | 0.00% | +18,423+2,555.2% | Added |
| STRS Ohio | 17,700 | $337.0K | 0.00% | +14,000+378.4% | Added |
| Prelude Capital Management, LLC | 15,938 | $304.3K | 0.03% | +3,610+29.3% | Added |
| Principal Financial Group Inc | 15,221 | $290.6K | 0.00% | +15,221 | New |
| Keybank National Association | 15,005 | $286.4K | 0.00% | +15,005 | New |
| State of Wyoming | 14,928 | $285.0K | 0.08% | +5,736+62.4% | Added |
| Zacks Investment Management | 14,732 | $281.2K | 0.00% | −70.0% | Reduced |
| Arizona State Retirement System | 14,037 | $268.0K | 0.00% | +14,037 | New |
| Cipher Capital LP | 13,981 | $266.9K | 0.05% | +13,981 | New |
| State Board of Administration of Florida Retirement System | 13,800 | $263.4K | 0.00% | +13,800 | New |
| Keebeck Alpha, LP | 13,611 | $259.8K | 0.26% | +1,282+10.4% | Added |
| Trexquant Investment LP | 13,103 | $250.1K | 0.01% | −24,121−64.8% | Reduced |
| Sandia Investment Management LP | 12,500 | $238.6K | 0.07% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 12,367 | $236.0K | 0.01% | −9,816−44.3% | Reduced |
| Balyasny Asset Management LLC | 11,632 | $222.1K | 0.00% | +11,632 | New |
| Tower Research Capital LLC (TRC) | 11,619 | $221.8K | 0.01% | +8,738+303.3% | Added |
| MCF Advisors LLC | 10,779 | $205.8K | 0.02% | +183+1.7% | Added |
| Dakota Wealth Management | 10,115 | $193.1K | 0.01% | −94−0.9% | Reduced |
| Covestor Ltd | 9,978 | $190.0K | 0.14% | +6,045+153.7% | Added |
| Belvedere Trading LLC | 9,880 | $188.6K | 0.06% | +7,113+257.1% | Added |
| Royal Bank of Canada | 7,968 | $153.0K | 0.00% | −1,082−12.0% | Reduced |