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 |
|---|---|---|---|---|---|
| Caption Management, LLC | 8,000 | $152.7K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,861 | $150.1K | 0.00% | +7,861 | New |
| Counterpoint Mutual Funds LLC | 6,861 | $131.0K | 0.12% | +6,861 | New |
| Amalgamated Bank | 6,816 | $130.0K | 0.00% | +1,889+38.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,736 | $128.6K | 0.00% | −4,546−40.3% | Reduced |
| Lazard Asset Management LLC | 6,381 | $121.0K | 0.00% | +46+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 6,276 | $119.8K | 0.00% | −200−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,014 | $76.6K | 0.00% | +1,397+53.4% | Added |
| Quantbot Technologies LP | 3,889 | $74.2K | 0.00% | −25,893−86.9% | Reduced |
| Metropolitan Life Insurance Co | 2,691 | $51.4K | 0.00% | +815+43.4% | Added |
| Aquatic Capital Management LLC | 2,400 | $46.0K | 0.00% | −4,500−65.2% | Reduced |
| CWM, LLC | 2,162 | $41.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,485 | $28.3K | 0.00% | +124+9.1% | Added |
| Advisors Asset Management, Inc. | 1,220 | $23.3K | 0.00% | +914+298.7% | Added |
| Arcadia Investment Management Corp | 1,190 | $22.7K | 0.00% | −1,559−56.7% | Reduced |
| Quarry LP | 1,143 | $21.8K | 0.01% | −1,230−51.8% | Reduced |
| Federated Hermes, Inc. | 779 | $14.9K | 0.00% | −682−46.7% | Reduced |
| Leonteq Securities AG | 702 | $13.4K | 0.00% | −2,464−77.8% | Reduced |
| Nisa Investment Advisors, LLC | 625 | $11.9K | 0.00% | −315−33.5% | Reduced |
| Advisor Group Holdings, Inc. | 572 | $10.9K | 0.00% | −41−6.7% | Reduced |
| Rosenberg Matthew Hamilton | 300 | $5.73K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 96 | $1.83K | 0.00% | +72+300.0% | Added |
| Signaturefd, LLC | 37 | $706 | 0.00% | −113−75.3% | Reduced |
| Glassman Wealth Services | 31 | $592 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $344 | 0.00% | +18 | New |
| Lindbrook Capital, LLC | 16 | $305 | 0.00% | −85−84.2% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −375,506−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −321,186−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −243,995−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −112,310−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −107,042−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −95,471−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −74,086−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −60,490−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −46,649−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −45,458−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −44,578−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −24,093−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,024−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −22,563−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −16,946−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −16,583−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,965−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,632−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −12,614−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,321−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −11,137−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −5,843−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |