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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.

Q1 2024 vs. Q4 2023

How the institutions holding EngageSmart, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of ESMT: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders14910−148
Shares158.1M78.4K0−158.0M (−100.0%)
Value$3.62B$1.79M$0−$3.62B (−100.0%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held EngageSmart, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

None.

Sold out (148)

Institutions that held EngageSmart, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Showing the largest 100 of 148 by value.

Institutions that sold out of ESMT in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
General Atlantic LLC90,271,540$2.07B
Summit Partners L P25,004,973$572.6M
FIL Ltd6,733,388$154.2M
Vanguard Group Inc5,160,033$118.2M
BlackRock Inc.4,017,980$92.0M
Dragoneer Investment Group, LLC2,191,705$50.2M
Highland Capital Management Fund Advisors, L.P.1,552,308$35.5M
State Street Corp1,283,453$29.4M
Woodline Partners LP1,215,046$27.8M
Geode Capital Management, LLC1,077,492$24.7M
Nuveen Asset Management, LLC989,378$22.7M
Morgan Stanley970,529$22.2M
Dimensional Fund Advisors LP908,195$20.8M
Magnetar Financial LLC891,994$20.4M
Glazer Capital, LLC811,514$18.6M
Gabelli Funds LLC786,375$18.0M
Water Island Capital LLC781,752$17.9M
Renaissance Technologies LLC744,000$17.0M
Janus Henderson Group PLC740,143$16.9M
Qube Research & Technologies Ltd680,970$15.6M
Bank of America Corp675,287$15.5M
Tokio Marine Asset Management Co Ltd651,200$14.9M
Brown Capital Management LLC630,229$14.4M
Walleye Capital LLC488,962$11.2M
Northern Trust Corp463,524$10.6M
Gabelli & Co Investment Advisers, Inc.401,000$9.18M
Norges Bank380,000$8.70M
Charles Schwab Investment Management Inc361,061$8.27M
Alpine Associates Management Inc.354,500$8.12M
New York Life Investment Management LLC351,742$8.05M
Summit Creek Advisors LLC323,307$7.40M
Man Group plc300,000$6.87M
Millennium Management LLC285,436$6.54M
Vivaldi Asset Management, LLC280,199$6.42M
Credit Suisse AG267,944$6.14M
Goldman Sachs Group Inc245,687$5.63M
Senator Investment Group LP235,000$5.38M
UBS Group AG233,845$5.36M
Bank of New York Mellon Corp209,713$4.80M
Herald Investment Management Ltd200,000$4.58M
JPMorgan Chase & Co187,426$4.29M
Canada Pension Plan Investment Board173,600$3.98M
Barclays PLC158,959$3.64M
Nomura Holdings Inc140,598$3.22M
Allspring Global Investments Holdings, LLC137,236$3.14M
Two Sigma Investments, LP132,574$3.04M
Balyasny Asset Management LLC131,554$3.01M
CNH Partners LLC128,304$2.94M
New York State Common Retirement Fund127,736$2.93M
Gamco Investors, Inc. Et Al125,683$2.88M
Two Sigma Advisers, LP122,300$2.80M
Picton Mahoney Asset Management100,000$2.29M
Swiss National Bank98,900$2.26M
Dark Forest Capital Management LP87,808$2.01M
Cubist Systematic Strategies, LLC71,031$1.63M
Carmignac Gestion68,389$1.57M
Rhumbline Advisers66,461$1.52M
HRT Financial LP66,126$1.51M
Alliancebernstein L.P.64,630$1.48M
First Trust Advisors LP63,253$1.45M
Brown Advisory Inc62,822$1.44M
Public Employees Retirement System of Ohio52,967$1.21M
California State Teachers Retirement System52,712$1.21M
Legal & General Group Plc51,555$1.18M
Jet Capital Investors L P46,145$1.06M
Ameriprise Financial Inc45,586$1.04M
Oxford Asset Management LLP45,192$1.03M
Centiva Capital, LP45,000$1.03M
Susquehanna Portfolio Strategies, LLC44,981$1.03M
Citadel Advisors LLC43,883$1.00M
Deutsche Bank AG42,709$978.0K
Prelude Capital Management, LLC36,353$832.5K
Russell Investments Group, Ltd.36,185$828.6K
Versor Investments LP35,802$819.9K
Jane Street Group, LLC34,652$793.5K
Raymond James & Associates34,525$790.6K
Raymond James Financial Services Advisors, Inc.32,774$750.5K
FMR LLC32,328$740.3K
FORA Capital, LLC31,752$727.1K
Quantbot Technologies LP31,267$716.0K
Renaissance Capital LLC30,774$704.7K
STRS Ohio30,700$703.0K
BCK Capital Management LP30,500$698.5K
Squarepoint Ops LLC27,922$639.4K
Manufacturers Life Insurance Company, The27,678$633.8K
Marshall Wace, LLP26,900$616.0K
Blackstone Group Inc.26,554$608.1K
MetLife Investment Management25,965$594.6K
Principal Financial Group Inc25,695$588.4K
Guggenheim Capital LLC25,320$579.8K
Point72 Middle East FZE24,227$554.8K
American International Group, Inc.24,164$553.4K
Royal Bank of Canada23,415$536.0K
Invesco Ltd.22,614$517.9K
Mirae Asset Global Investments Co., Ltd.22,590$517.3K
Price T Rowe Associates Inc22,293$511.0K
DLD Asset Management, LP22,000$503.8K
ProShare Advisors LLC21,686$496.6K
XTX Topco Ltd20,736$474.9K
Voya Investment Management LLC19,562$448.0K

Not filed for Q1 2024 yet (1)

Institutions that held EngageSmart, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ESMT in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Kellner Capital, LLC78,400$1.79M