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, Q1 2024
Institutional positions in EngageSmart, Inc. as of Mar 31, 2024. 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
ESMT is no longer listed, and 13F filings after Q4 2023 list far fewer holders. See Q4 2023
- Institutional holders
- 0
- −148 vs. Q4 2023
- Shares held
- 0
- −158.0M (−100.0%) vs. Q4 2023
- Total value
- $0
- −$3.62B (−100.0%) vs. Q4 2023
- New holders
- 0
- 0 more added
- Sold out
- 148
- 0 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding EngageSmart, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| General Atlantic LLC | 0 | $0 | 0.00% | −90,271,540−100.0% | Sold out |
| Summit Partners L P | 0 | $0 | 0.00% | −25,004,973−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −6,733,388−100.0% | Sold out |
| Vanguard Group Inc | 0 | $0 | 0.00% | −5,160,033−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −4,017,980−100.0% | Sold out |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −2,191,705−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −1,552,308−100.0% | Sold out |
| State Street Corp | 0 | $0 | 0.00% | −1,283,453−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,215,046−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −1,077,492−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −989,378−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −970,529−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −908,195−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −891,994−100.0% | Sold out |
| Glazer Capital, LLC | 0 | $0 | 0.00% | −811,514−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −786,375−100.0% | Sold out |
| Water Island Capital LLC | 0 | $0 | 0.00% | −781,752−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −744,000−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −740,143−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −680,970−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −675,287−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −651,200−100.0% | Sold out |
| Brown Capital Management LLC | 0 | $0 | 0.00% | −630,229−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −488,962−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −463,524−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −401,000−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −380,000−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −361,061−100.0% | Sold out |
| Alpine Associates Management Inc. | 0 | $0 | 0.00% | −354,500−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −351,742−100.0% | Sold out |
| Summit Creek Advisors LLC | 0 | $0 | 0.00% | −323,307−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −285,436−100.0% | Sold out |
| Vivaldi Asset Management, LLC | 0 | $0 | 0.00% | −280,199−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −267,944−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −245,687−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −235,000−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −233,845−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −209,713−100.0% | Sold out |
| Herald Investment Management Ltd | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −187,426−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −173,600−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −158,959−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −140,598−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −137,236−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −132,574−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −131,554−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −128,304−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −127,736−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −125,683−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −122,300−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −98,900−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −87,808−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −71,031−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −68,389−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −66,461−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −66,126−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −64,630−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −63,253−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −62,822−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −52,967−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −52,712−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −51,555−100.0% | Sold out |
| Jet Capital Investors L P | 0 | $0 | 0.00% | −46,145−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −45,586−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −45,192−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −44,981−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −43,883−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −42,709−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −36,353−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −36,185−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −35,802−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −34,652−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −34,525−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −32,774−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −32,328−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −31,752−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −31,267−100.0% | Sold out |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −30,774−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −30,700−100.0% | Sold out |
| BCK Capital Management LP | 0 | $0 | 0.00% | −30,500−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,922−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −27,678−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −26,900−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −26,554−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −25,965−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −25,695−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −25,320−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −24,227−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −24,164−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −23,415−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −22,614−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −22,590−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −22,293−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −21,686−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −20,736−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −19,562−100.0% | Sold out |