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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.

Q4 2023 vs. Q3 2023

How the institutions holding EngageSmart, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of ESMT: Q3 2023 compared with Q4 2023
MeasureQ3 2023Q4 2023Change
Holders130149+19
Shares155.8M158.1M+2.29M (+1.5%)
Value$2.80B$3.62B+$817.7M (+29.2%)

New holders (53)

Institutions that held EngageSmart, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to ESMT in Q4 2023
InstitutionSharesValue% of portfolio
FIL Ltd6,733,388$154.2M0.16%
Highland Capital Management Fund Advisors, L.P.1,552,308$35.5M5.39%
Magnetar Financial LLC891,994$20.4M0.52%
Glazer Capital, LLC811,514$18.6M1.92%
Gabelli Funds LLC786,375$18.0M0.14%
Water Island Capital LLC781,752$17.9M1.83%
Tokio Marine Asset Management Co Ltd651,200$14.9M0.82%
Brown Capital Management LLC630,229$14.4M0.22%
Gabelli & Co Investment Advisers, Inc.401,000$9.18M1.72%
Alpine Associates Management Inc.354,500$8.12M0.42%
New York Life Investment Management LLC351,742$8.05M0.08%
Man Group plc300,000$6.87M0.02%
Vivaldi Asset Management, LLC280,199$6.42M0.49%
Canada Pension Plan Investment Board173,600$3.98M0.01%
Nomura Holdings Inc140,598$3.22M0.03%
CNH Partners LLC128,304$2.94M0.12%
Gamco Investors, Inc. Et Al125,683$2.88M0.03%
Picton Mahoney Asset Management100,000$2.29M0.11%
Kellner Capital, LLC78,400$1.79M3.23%
Cubist Systematic Strategies, LLC71,031$1.63M0.02%
Carmignac Gestion68,389$1.57M0.03%
HRT Financial LP66,126$1.51M0.01%
First Trust Advisors LP63,253$1.45M0.00%
Public Employees Retirement System of Ohio52,967$1.21M0.00%
Jet Capital Investors L P46,145$1.06M3.86%
Oxford Asset Management LLP45,192$1.03M1.56%
Centiva Capital, LP45,000$1.03M0.06%
Susquehanna Portfolio Strategies, LLC44,981$1.03M0.02%
Prelude Capital Management, LLC36,353$832.5K0.07%
Versor Investments LP35,802$819.9K0.17%
Jane Street Group, LLC34,652$793.5K0.00%
FORA Capital, LLC31,752$727.1K0.06%
Renaissance Capital LLC30,774$704.7K0.35%
BCK Capital Management LP30,500$698.5K0.69%
Squarepoint Ops LLC27,922$639.4K0.00%
Blackstone Group Inc.26,554$608.1K0.00%
Guggenheim Capital LLC25,320$579.8K0.00%
Point72 Middle East FZE24,227$554.8K0.04%
DLD Asset Management, LP22,000$503.8K0.08%
ProShare Advisors LLC21,686$496.6K0.00%
XTX Topco Ltd20,736$474.9K0.10%
Harvest Management LLC19,000$435.1K0.49%
PenderFund Capital Management Ltd.14,173$430.1K0.14%
Engineers Gate Manager LP10,190$233.4K0.01%
Wolverine Asset Management LLC3,700$84.7K0.00%
Quest Partners LLC2,493$57.1K0.01%
Harel Insurance Investments & Financial Services Ltd.1,032$24.0K0.00%
Quadrant Capital Group LLC367$8.40K0.00%
Private Wealth Management Group, LLC68$1.56K0.00%
Cape Investment Advisory, Inc.56$1.28K0.00%
The PNC Financial Services Group, Inc.25$5730.00%
US Bancorp24$5500.00%
Ronald Blue Trust, Inc.19$00.00%

Sold out (34)

Institutions that held EngageSmart, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.