EngageSmart, Inc.

ESMTDelisted Jan 26, 2024

Industry: Services-Prepackaged Software
SEC CIK: 0001863105

SEC filings (opens in a new tab)

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.

Q3 2023 vs. Q2 2023

How the institutions holding EngageSmart, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023 All holders in Q2 2023

13F holders of ESMT: Q2 2023 compared with Q3 2023
Measure	Q2 2023	Q3 2023	Change
Holders	126	130	+4
Shares	155.0M	155.8M	+829.4K (+0.5%)
Value	$2.96B	$2.80B	−$155.6M (−5.3%)

New holders (23)

Institutions that held EngageSmart, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to ESMT in Q3 2023
Institution	Shares	Value	% of portfolio
Dragoneer Investment Group, LLC	2,191,705	$39.4M	0.91%
Summit Creek Advisors LLC	560,890	$10.1M	1.37%
Herald Investment Management Ltd	200,000	$3.60M	0.76%
Ritholtz Wealth Management	100,683	$1.81M	0.08%
SG Americas Securities, LLC	59,239	$1.07M	0.01%
1492 Capital Management LLC	55,236	$993.7K	0.64%
Frontier Capital Management Co LLC	50,000	$899.5K	0.01%
UBS Asset Management Americas Inc	46,546	$837.4K	0.00%
Sompo Asset Management Co., Ltd.	38,480	$692.3K	0.15%
Stifel Financial Corp	22,118	$397.9K	0.00%
Russell Investments Group, Ltd.	21,952	$394.9K	0.00%
Sciencast Management LP	21,387	$384.8K	0.17%
Capstone Investment Advisors, LLC	20,921	$376.4K	0.01%
Janney Montgomery Scott LLC	19,000	$342.0K	0.00%
Envestnet Asset Management Inc	16,554	$297.8K	0.00%
Comerica Bank	13,580	$244.3K	0.00%
Price T Rowe Associates Inc	10,944	$197.0K	0.00%
Dynamic Technology Lab Private Ltd	10,894	$196.0K	0.02%
Woodline Partners LP	10,432	$187.7K	0.00%
Qube Research & Technologies Ltd	2,205	$39.7K	0.00%
RiverPark Advisors, LLC	1,402	$25.2K	0.02%
Coston, McIsaac & Partners	286	$5.00K	0.00%
Parallel Advisors, LLC	19	$342	0.00%

Sold out (19)

Institutions that held EngageSmart, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of ESMT in Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Driehaus Capital Management LLC	746,684	$14.3M
Nishkama Capital, LLC	295,692	$5.64M
Ghisallo Capital Management LLC	100,000	$1.91M
Jump Financial, LLC	51,762	$988.1K
Jackson Creek Investment Advisors LLC	51,058	$975.0K
Graham Capital Management, L.P.	42,074	$803.2K
Tudor Investment Corp Et Al	35,754	$682.5K
ExodusPoint Capital Management, LP	26,873	$513.0K
HCR Wealth Advisors	25,683	$490.3K
Prelude Capital Management, LLC	15,938	$304.3K
Cipher Capital LP	13,981	$266.9K
Keebeck Alpha, LP	13,611	$259.8K
Trexquant Investment LP	13,103	$250.1K
Belvedere Trading LLC	9,880	$188.6K
Caption Management, LLC	8,000	$152.7K
Counterpoint Mutual Funds LLC	6,861	$131.0K
Aquatic Capital Management LLC	2,400	$46.0K
Quarry LP	1,143	$21.8K
US Bancorp	96	$1.83K