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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 19,562 | $448.0K | 0.00% | −123,853−86.4% | Reduced |
| Teacher Retirement System of Texas | 19,492 | $446.0K | 0.00% | −9,417−32.6% | Reduced |
| Harvest Management LLC | 19,000 | $435.1K | 0.49% | +19,000 | New |
| Janney Montgomery Scott LLC | 19,000 | $435.0K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 14,173 | $430.1K | 0.14% | +14,173 | New |
| Susquehanna International Group, LLP | 16,258 | $372.3K | 0.00% | −57,080−77.8% | Reduced |
| Tower Research Capital LLC (TRC) | 15,844 | $362.8K | 0.00% | +11,337+251.5% | Added |
| Wells Fargo & Company | 15,564 | $356.4K | 0.00% | +2,540+19.5% | Added |
| Capstone Investment Advisors, LLC | 15,000 | $343.5K | 0.01% | −5,921−28.3% | Reduced |
| Wellington Management Group LLP | 14,509 | $332.3K | 0.00% | −1,385,242−99.0% | Reduced |
| Arizona State Retirement System | 14,036 | $321.4K | 0.00% | −207−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 14,010 | $320.8K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,635 | $312.3K | 0.00% | −8,483−38.4% | Reduced |
| SEI Investments Co | 10,815 | $247.7K | 0.00% | −142,957−93.0% | Reduced |
| Engineers Gate Manager LP | 10,190 | $233.4K | 0.01% | +10,190 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,770 | $223.7K | 0.00% | −2,926−23.0% | Reduced |
| Covestor Ltd | 8,964 | $205.0K | 0.14% | −1,012−10.1% | Reduced |
| Comerica Bank | 8,350 | $191.2K | 0.00% | −5,230−38.5% | Reduced |
| Amalgamated Bank | 6,900 | $158.0K | 0.00% | −493−6.7% | Reduced |
| Citigroup Inc | 6,862 | $157.1K | 0.00% | +5,455+387.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,464 | $125.1K | 0.00% | −1,272−18.9% | Reduced |
| Lazard Asset Management LLC | 4,959 | $113.0K | 0.00% | +125+2.6% | Added |
| Ameritas Investment Partners, Inc. | 4,794 | $109.8K | 0.00% | 00.0% | Unchanged |
| Sandia Investment Management LP | 4,635 | $106.1K | 0.07% | −7,865−62.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,618 | $105.8K | 0.00% | −480−9.4% | Reduced |
| Wolverine Asset Management LLC | 3,700 | $84.7K | 0.00% | +3,700 | New |
| Advisors Asset Management, Inc. | 3,057 | $70.0K | 0.00% | +535+21.2% | Added |
| Metropolitan Life Insurance Co | 2,799 | $64.1K | 0.00% | −310−10.0% | Reduced |
| Quest Partners LLC | 2,493 | $57.1K | 0.01% | +2,493 | New |
| Next Century Growth Investors LLC | 1,859 | $42.6K | 0.00% | −743,378−99.8% | Reduced |
| CWM, LLC | 1,662 | $38.0K | 0.00% | −500−23.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,032 | $24.0K | 0.00% | +1,032 | New |
| Federated Hermes, Inc. | 973 | $22.3K | 0.00% | +108+12.5% | Added |
| Parallel Advisors, LLC | 678 | $15.5K | 0.00% | +659+3,468.4% | Added |
| Nisa Investment Advisors, LLC | 635 | $14.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 367 | $8.40K | 0.00% | +367 | New |
| Rosenberg Matthew Hamilton | 300 | $6.87K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 294 | $6.73K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 286 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 169 | $3.87K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 68 | $1.56K | 0.00% | +68 | New |
| Cape Investment Advisory, Inc. | 56 | $1.28K | 0.00% | +56 | New |
| Advisor Group Holdings, Inc. | 50 | $1.15K | 0.00% | −1,139−95.8% | Reduced |
| Glassman Wealth Services | 31 | $710 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 25 | $573 | 0.00% | +9+56.3% | Added |
| The PNC Financial Services Group, Inc. | 25 | $573 | 0.00% | +25 | New |
| US Bancorp | 24 | $550 | 0.00% | +24 | New |
| Allworth Financial LP | 15 | $344 | 0.00% | +7+87.5% | Added |
| Ronald Blue Trust, Inc. | 19 | $0 | 0.00% | +19 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,514,552−100.0% | Sold out |
| Cat Rock Capital Management LP | 0 | $0 | 0.00% | −2,105,995−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −1,533,771−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,000,100−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −180,800−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −100,683−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −94,164−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −75,736−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −59,239−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −55,236−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −50,652−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −46,546−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −38,480−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −34,569−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −34,025−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −25,571−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −21,759−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −21,653−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −21,387−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −16,554−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,631−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −15,005−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −14,739−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −12,826−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −11,990−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −11,457−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,894−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −10,268−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −9,635−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −1,920−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |