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, Q3 2023
Institutional positions in EngageSmart, Inc. as of Sep 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
- 130
- +4 vs. Q2 2023
- Shares held
- 155.8M
- +829.4K (+0.5%) vs. Q2 2023
- Total value
- $2.80B
- −$155.6M (−5.3%) vs. Q2 2023
- New holders
- 23
- 49 more added
- Sold out
- 19
- 43 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding EngageSmart, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Woodline Partners LP | 10,432 | $187.7K | 0.00% | +10,432 | New |
| Dakota Wealth Management | 10,268 | $184.7K | 0.01% | +153+1.5% | Added |
| Covestor Ltd | 9,976 | $179.0K | 0.14% | −20.0% | Reduced |
| State of Wyoming | 9,635 | $173.3K | 0.04% | −5,293−35.5% | Reduced |
| Amalgamated Bank | 7,393 | $133.0K | 0.00% | +577+8.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,736 | $121.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,098 | $91.7K | 0.00% | −1,178−18.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,794 | $86.2K | 0.00% | +780+19.4% | Added |
| Lazard Asset Management LLC | 4,834 | $86.0K | 0.00% | −1,547−24.2% | Reduced |
| Tower Research Capital LLC (TRC) | 4,507 | $81.1K | 0.00% | −7,112−61.2% | Reduced |
| Metropolitan Life Insurance Co | 3,109 | $55.9K | 0.00% | +418+15.5% | Added |
| Advisors Asset Management, Inc. | 2,522 | $45.4K | 0.00% | +1,302+106.7% | Added |
| Qube Research & Technologies Ltd | 2,205 | $39.7K | 0.00% | +2,205 | New |
| CWM, LLC | 2,162 | $39.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,920 | $34.5K | 0.00% | −8,859−82.2% | Reduced |
| Proequities, Inc. | 1,485 | $26.7K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,447 | $26.0K | 0.01% | +257+21.6% | Added |
| Citigroup Inc | 1,407 | $25.3K | 0.00% | −17,737−92.7% | Reduced |
| RiverPark Advisors, LLC | 1,402 | $25.2K | 0.02% | +1,402 | New |
| Advisor Group Holdings, Inc. | 1,189 | $21.4K | 0.00% | +617+107.9% | Added |
| Federated Hermes, Inc. | 865 | $15.6K | 0.00% | +86+11.0% | Added |
| Nisa Investment Advisors, LLC | 635 | $11.4K | 0.00% | +10+1.6% | Added |
| Rosenberg Matthew Hamilton | 300 | $5.40K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 294 | $5.29K | 0.00% | +257+694.6% | Added |
| Coston, McIsaac & Partners | 286 | $5.00K | 0.00% | +286 | New |
| Leonteq Securities AG | 169 | $3.04K | 0.00% | −533−75.9% | Reduced |
| Glassman Wealth Services | 31 | $558 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 19 | $342 | 0.00% | +19 | New |
| Lindbrook Capital, LLC | 16 | $288 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $144 | 0.00% | −10−55.6% | Reduced |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −746,684−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −295,692−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −51,762−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −51,058−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −42,074−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −35,754−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −26,873−100.0% | Sold out |
| HCR Wealth Advisors | 0 | $0 | 0.00% | −25,683−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −15,938−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −13,981−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −13,611−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,103−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −9,880−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −6,861−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,143−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −96−100.0% | Sold out |