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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −19,492−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −14,173−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,258−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −15,844−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −15,564−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −14,509−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −14,036−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −14,010−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −13,635−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −10,815−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,190−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −9,770−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −8,964−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −8,350−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −6,862−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −5,464−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −4,959−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −4,794−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −4,635−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −4,618−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −3,057−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,493−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −1,859−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,662−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −973−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Kellner Capital, LLC | – | – | – | – | Not filed |