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, Q4 2023
Institutional positions in EngageSmart, Inc. as of Dec 31, 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
ESMT is no longer listed, so this page shows Q4 2023. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 149
- +19 vs. Q3 2023
- Shares held
- 158.1M
- +2.29M (+1.5%) vs. Q3 2023
- Total value
- $3.62B
- +$817.7M (+29.2%) vs. Q3 2023
- New holders
- 53
- 40 more added
- Sold out
- 34
- 41 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding EngageSmart, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 19 | $0 | 0.00% | +19 | New |
| Allworth Financial LP | 15 | $344 | 0.00% | +7+87.5% | Added |
| US Bancorp | 24 | $550 | 0.00% | +24 | New |
| Lindbrook Capital, LLC | 25 | $573 | 0.00% | +9+56.3% | Added |
| The PNC Financial Services Group, Inc. | 25 | $573 | 0.00% | +25 | New |
| Glassman Wealth Services | 31 | $710 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 50 | $1.15K | 0.00% | −1,139−95.8% | Reduced |
| Cape Investment Advisory, Inc. | 56 | $1.28K | 0.00% | +56 | New |
| Private Wealth Management Group, LLC | 68 | $1.56K | 0.00% | +68 | New |
| Leonteq Securities AG | 169 | $3.87K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 286 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 294 | $6.73K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 300 | $6.87K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 367 | $8.40K | 0.00% | +367 | New |
| Nisa Investment Advisors, LLC | 635 | $14.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 678 | $15.5K | 0.00% | +659+3,468.4% | Added |
| Federated Hermes, Inc. | 973 | $22.3K | 0.00% | +108+12.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,032 | $24.0K | 0.00% | +1,032 | New |
| CWM, LLC | 1,662 | $38.0K | 0.00% | −500−23.1% | Reduced |
| Next Century Growth Investors LLC | 1,859 | $42.6K | 0.00% | −743,378−99.8% | Reduced |
| Quest Partners LLC | 2,493 | $57.1K | 0.01% | +2,493 | New |
| Metropolitan Life Insurance Co | 2,799 | $64.1K | 0.00% | −310−10.0% | Reduced |
| Advisors Asset Management, Inc. | 3,057 | $70.0K | 0.00% | +535+21.2% | Added |
| Wolverine Asset Management LLC | 3,700 | $84.7K | 0.00% | +3,700 | New |
| Steward Partners Investment Advisory, LLC | 4,618 | $105.8K | 0.00% | −480−9.4% | Reduced |
| Sandia Investment Management LP | 4,635 | $106.1K | 0.07% | −7,865−62.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,794 | $109.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,959 | $113.0K | 0.00% | +125+2.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,464 | $125.1K | 0.00% | −1,272−18.9% | Reduced |
| Citigroup Inc | 6,862 | $157.1K | 0.00% | +5,455+387.7% | Added |
| Amalgamated Bank | 6,900 | $158.0K | 0.00% | −493−6.7% | Reduced |
| Comerica Bank | 8,350 | $191.2K | 0.00% | −5,230−38.5% | Reduced |
| Covestor Ltd | 8,964 | $205.0K | 0.14% | −1,012−10.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,770 | $223.7K | 0.00% | −2,926−23.0% | Reduced |
| Engineers Gate Manager LP | 10,190 | $233.4K | 0.01% | +10,190 | New |
| SEI Investments Co | 10,815 | $247.7K | 0.00% | −142,957−93.0% | Reduced |
| Stifel Financial Corp | 13,635 | $312.3K | 0.00% | −8,483−38.4% | Reduced |
| State Board of Administration of Florida Retirement System | 14,010 | $320.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,036 | $321.4K | 0.00% | −207−1.5% | Reduced |
| Wellington Management Group LLP | 14,509 | $332.3K | 0.00% | −1,385,242−99.0% | Reduced |
| Capstone Investment Advisors, LLC | 15,000 | $343.5K | 0.01% | −5,921−28.3% | Reduced |
| Wells Fargo & Company | 15,564 | $356.4K | 0.00% | +2,540+19.5% | Added |
| Tower Research Capital LLC (TRC) | 15,844 | $362.8K | 0.00% | +11,337+251.5% | Added |
| Susquehanna International Group, LLP | 16,258 | $372.3K | 0.00% | −57,080−77.8% | Reduced |
| PenderFund Capital Management Ltd. | 14,173 | $430.1K | 0.14% | +14,173 | New |
| Janney Montgomery Scott LLC | 19,000 | $435.0K | 0.00% | 00.0% | Unchanged |
| Harvest Management LLC | 19,000 | $435.1K | 0.49% | +19,000 | New |
| Teacher Retirement System of Texas | 19,492 | $446.0K | 0.00% | −9,417−32.6% | Reduced |
| Voya Investment Management LLC | 19,562 | $448.0K | 0.00% | −123,853−86.4% | Reduced |
| XTX Topco Ltd | 20,736 | $474.9K | 0.10% | +20,736 | New |
| ProShare Advisors LLC | 21,686 | $496.6K | 0.00% | +21,686 | New |
| DLD Asset Management, LP | 22,000 | $503.8K | 0.08% | +22,000 | New |
| Price T Rowe Associates Inc | 22,293 | $511.0K | 0.00% | +11,349+103.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,590 | $517.3K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 22,614 | $517.9K | 0.00% | −39,579−63.6% | Reduced |
| Royal Bank of Canada | 23,415 | $536.0K | 0.00% | +8,455+56.5% | Added |
| American International Group, Inc. | 24,164 | $553.4K | 0.00% | −98−0.4% | Reduced |
| Point72 Middle East FZE | 24,227 | $554.8K | 0.04% | +24,227 | New |
| Guggenheim Capital LLC | 25,320 | $579.8K | 0.00% | +25,320 | New |
| Principal Financial Group Inc | 25,695 | $588.4K | 0.00% | +5,890+29.7% | Added |
| MetLife Investment Management | 25,965 | $594.6K | 0.00% | 00.0% | Unchanged |
| Blackstone Group Inc. | 26,554 | $608.1K | 0.00% | +26,554 | New |
| Marshall Wace, LLP | 26,900 | $616.0K | 0.00% | −296,412−91.7% | Reduced |
| Manufacturers Life Insurance Company, The | 27,678 | $633.8K | 0.00% | −478−1.7% | Reduced |
| Squarepoint Ops LLC | 27,922 | $639.4K | 0.00% | +27,922 | New |
| BCK Capital Management LP | 30,500 | $698.5K | 0.69% | +30,500 | New |
| STRS Ohio | 30,700 | $703.0K | 0.00% | +13,000+73.4% | Added |
| Renaissance Capital LLC | 30,774 | $704.7K | 0.35% | +30,774 | New |
| Quantbot Technologies LP | 31,267 | $716.0K | 0.04% | +20,804+198.8% | Added |
| FORA Capital, LLC | 31,752 | $727.1K | 0.06% | +31,752 | New |
| FMR LLC | 32,328 | $740.3K | 0.00% | +7,031+27.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 32,774 | $750.5K | 0.00% | −43,560−57.1% | Reduced |
| Raymond James & Associates | 34,525 | $790.6K | 0.00% | −31,989−48.1% | Reduced |
| Jane Street Group, LLC | 34,652 | $793.5K | 0.00% | +34,652 | New |
| Versor Investments LP | 35,802 | $819.9K | 0.17% | +35,802 | New |
| Russell Investments Group, Ltd. | 36,185 | $828.6K | 0.00% | +14,233+64.8% | Added |
| Prelude Capital Management, LLC | 36,353 | $832.5K | 0.07% | +36,353 | New |
| Deutsche Bank AG | 42,709 | $978.0K | 0.00% | +18,457+76.1% | Added |
| Citadel Advisors LLC | 43,883 | $1.00M | 0.00% | −2,175,574−98.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 44,981 | $1.03M | 0.02% | +44,981 | New |
| Centiva Capital, LP | 45,000 | $1.03M | 0.06% | +45,000 | New |
| Oxford Asset Management LLP | 45,192 | $1.03M | 1.56% | +45,192 | New |
| Ameriprise Financial Inc | 45,586 | $1.04M | 0.00% | −89,966−66.4% | Reduced |
| Jet Capital Investors L P | 46,145 | $1.06M | 3.86% | +46,145 | New |
| Legal & General Group Plc | 51,555 | $1.18M | 0.00% | −1,575−3.0% | Reduced |
| California State Teachers Retirement System | 52,712 | $1.21M | 0.00% | −2,252−4.1% | Reduced |
| Public Employees Retirement System of Ohio | 52,967 | $1.21M | 0.00% | +52,967 | New |
| Brown Advisory Inc | 62,822 | $1.44M | 0.00% | −1,568−2.4% | Reduced |
| First Trust Advisors LP | 63,253 | $1.45M | 0.00% | +63,253 | New |
| Alliancebernstein L.P. | 64,630 | $1.48M | 0.00% | +6,810+11.8% | Added |
| HRT Financial LP | 66,126 | $1.51M | 0.01% | +66,126 | New |
| Rhumbline Advisers | 66,461 | $1.52M | 0.00% | +1,756+2.7% | Added |
| Carmignac Gestion | 68,389 | $1.57M | 0.03% | +68,389 | New |
| Cubist Systematic Strategies, LLC | 71,031 | $1.63M | 0.02% | +71,031 | New |
| Kellner Capital, LLC | 78,400 | $1.79M | 3.23% | +78,400 | New |
| Dark Forest Capital Management LP | 87,808 | $2.01M | 0.30% | +41,611+90.1% | Added |
| Swiss National Bank | 98,900 | $2.26M | 0.00% | −11,000−10.0% | Reduced |
| Picton Mahoney Asset Management | 100,000 | $2.29M | 0.11% | +100,000 | New |
| Two Sigma Advisers, LP | 122,300 | $2.80M | 0.01% | −54,900−31.0% | Reduced |
| Gamco Investors, Inc. Et Al | 125,683 | $2.88M | 0.03% | +125,683 | New |