EngageSmart, Inc.
ESMT2024/1/26 下市- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001863105
EngageSmart, Inc. 已在 2024/1/26 下市；內部人最後一份 Form 4 在 2024/1/29 申報；2023 年第 4 季末有 149 家機構在 13F 申報持有，市值合計 $36.2 億；沒有大師持有。
2022 年第 2 季 13F 持有人
EngageSmart, Inc. 在 2022/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 94
- 較 2022 年第 1 季 +27 家
- 持有股數
- 1.47 億
- 較 2022 年第 1 季 +275.7 萬 (+1.9%)
- 總市值
- $23.6 億
- 較 2022 年第 1 季 −$7.10 億 (−23.1%)
- 新進機構
- 32
- 另有 41 家加碼
- 清倉機構
- 5
- 另有 15 家減碼
另有 2 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 ESMT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 0 | $0 |
| 2026 年第 1 季 | 0 | $0 |
| 2025 年第 4 季 | 0 | $0 |
| 2025 年第 3 季 | 0 | $0 |
| 2025 年第 2 季 | 0 | $0 |
| 2025 年第 1 季 | 0 | $0 |
| 2024 年第 4 季 | 0 | $0 |
| 2024 年第 3 季 | 0 | $0 |
| 2024 年第 2 季 | 0 | $0 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 149 | $36.2 億 |
| 2023 年第 3 季 | 130 | $28.0 億 |
| 2023 年第 2 季 | 126 | $29.6 億 |
| 2023 年第 1 季 | 145 | $29.5 億 |
| 2022 年第 4 季 | 120 | $26.6 億 |
| 2022 年第 3 季 | 104 | $31.0 億 |
| 2022 年第 2 季 | 94 | $23.6 億 |
| 2022 年第 1 季 | 69 | $30.7 億 |
| 2021 年第 4 季 | 76 | $34.3 億 |
| 2021 年第 3 季 | 77 | $47.8 億 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2022 年第 2 季持有機構
每家機構持有 EngageSmart, Inc. 的股數、市值與佔組合比重；股數變化跟 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| General Atlantic LLC | 97,209,436 | $15.6 億 | 20.41% | 00.0% | 不變 |
| Summit Partners L P | 26,926,752 | $4.33 億 | 28.95% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 2,611,732 | $4,200 萬 | 0.10% | +457,017+21.2% | 加碼 |
| Dragoneer Investment Group, LLC | 2,468,874 | $3,970 萬 | 1.02% | −1,157,314−31.9% | 減碼 |
| Millennium Management LLC | 2,312,913 | $3,719 萬 | 0.05% | +536,820+30.2% | 加碼 |
| BlackRock Inc. | 2,139,383 | $3,440 萬 | 0.00% | +1,003,999+88.4% | 加碼 |
| Vanguard Group Inc | 1,945,996 | $3,129 萬 | 0.00% | +1,791,724+1,161.4% | 加碼 |
| Woodline Partners LP | 1,699,914 | $2,734 萬 | 0.45% | +119,628+7.6% | 加碼 |
| Citadel Advisors LLC | 1,318,028 | $2,119 萬 | 0.03% | +322,566+32.4% | 加碼 |
| FMR LLC | 1,254,595 | $2,017 萬 | 0.00% | −3,657,667−74.5% | 減碼 |
| Janus Henderson Group PLC | 611,886 | $984.0 萬 | 0.01% | −15,802−2.5% | 減碼 |
| State Street Corp | 564,124 | $907.1 萬 | 0.00% | +320,325+131.4% | 加碼 |
| Nuveen Asset Management, LLC | 398,302 | $640.5 萬 | 0.00% | +362,126+1,001.0% | 加碼 |
| Driehaus Capital Management LLC | 380,855 | $612.4 萬 | 0.10% | +380,855 | 新進 |
| Raymond James & Associates | 330,543 | $531.5 萬 | 0.01% | −20,239−5.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 324,407 | $521.6 萬 | 0.01% | −54,573−14.4% | 減碼 |
| Invesco Ltd. | 319,995 | $514.6 萬 | 0.00% | +282,730+758.7% | 加碼 |
| Geode Capital Management, LLC | 276,755 | $445.0 萬 | 0.00% | +133,393+93.0% | 加碼 |
| Ameriprise Financial Inc | 269,851 | $434.0 萬 | 0.00% | +23,271+9.4% | 加碼 |
| Northern Trust Corp | 234,195 | $376.6 萬 | 0.00% | +123,738+112.0% | 加碼 |
| Senator Investment Group LP | 225,000 | $361.8 萬 | 0.26% | +225,000 | 新進 |
| Renaissance Technologies LLC | 220,300 | $354.2 萬 | 0.00% | +99,800+82.8% | 加碼 |
| Intrinsic Edge Capital Management LLC | 205,696 | $330.8 萬 | 0.30% | +57,613+38.9% | 加碼 |
| Royal Bank of Canada | 200,833 | $323.0 萬 | 0.00% | +2,479+1.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 134,106 | $215.6 萬 | 0.02% | +103,160+333.4% | 加碼 |
| Prudential Financial Inc | 132,315 | $212.8 萬 | 0.00% | +65,075+96.8% | 加碼 |
| CIBC World Markets Inc. | 117,471 | $188.9 萬 | 0.01% | 00.0% | 不變 |
| Morgan Stanley | 115,972 | $186.6 萬 | 0.00% | +97,389+524.1% | 加碼 |
| Occudo Quantitative Strategies LP | 110,191 | $177.2 萬 | 0.15% | +110,191 | 新進 |
| ExodusPoint Capital Management, LP | 107,414 | $172.7 萬 | 0.02% | +107,414 | 新進 |
| Jump Financial, LLC | 106,798 | $171.8 萬 | 0.07% | +106,798 | 新進 |
| Jane Street Group, LLC | 99,324 | $159.7 萬 | 0.00% | +99,324 | 新進 |
| PEAK6 Investments LLC | 82,042 | $156.6 萬 | 0.04% | +82,042 | 新進 |
| HCR Wealth Advisors | 93,683 | $150.6 萬 | 0.30% | +93,683 | 新進 |
| LMR Partners LLP | 92,990 | $149.5 萬 | 0.03% | +25,262+37.3% | 加碼 |
| MCF Advisors LLC | 90,000 | $144.7 萬 | 0.15% | −23,004−20.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 83,120 | $133.6 萬 | 0.01% | +83,120 | 新進 |
| Charles Schwab Investment Management Inc | 76,686 | $123.4 萬 | 0.00% | +40,551+112.2% | 加碼 |
| Bank of New York Mellon Corp | 75,036 | $120.7 萬 | 0.00% | +34,099+83.3% | 加碼 |
| Bank of America Corp | 68,243 | $109.8 萬 | 0.00% | +7,887+13.1% | 加碼 |
| SG Americas Securities, LLC | 63,842 | $102.7 萬 | 0.01% | +3,870+6.5% | 加碼 |
| Qube Research & Technologies Ltd | 58,501 | $94.1 萬 | 0.01% | +58,501 | 新進 |
| Goldman Sachs Group Inc | 55,388 | $89.1 萬 | 0.00% | +21,239+62.2% | 加碼 |
| Graham Capital Management, L.P. | 55,294 | $88.9 萬 | 0.04% | +55,294 | 新進 |
| Dynamic Technology Lab Private Ltd | 46,449 | $74.7 萬 | 0.08% | +33,599+261.5% | 加碼 |
| Susquehanna International Group, LLP | 46,313 | $74.5 萬 | 0.00% | +46,313 | 新進 |
| Hillsdale Investment Management Inc. | 42,600 | $68.5 萬 | 0.05% | +42,600 | 新進 |
| Leonteq Securities AG | 41,638 | $67.0 萬 | 0.03% | −1,129−2.6% | 減碼 |
| Rhumbline Advisers | 39,249 | $63.1 萬 | 0.00% | +22,718+137.4% | 加碼 |
| Tudor Investment Corp Et Al | 36,416 | $58.6 萬 | 0.02% | +36,416 | 新進 |
| Trexquant Investment LP | 36,158 | $58.1 萬 | 0.03% | +15,132+72.0% | 加碼 |
| Exane Derivatives | 35,311 | $56.8 萬 | 0.33% | +35,311 | 新進 |
| Quantbot Technologies LP | 34,467 | $55.4 萬 | 0.05% | +34,467 | 新進 |
| Brown Advisory Inc | 34,210 | $55.0 萬 | 0.00% | +13,310+63.7% | 加碼 |
| Alliancebernstein L.P. | 31,300 | $50.3 萬 | 0.00% | +31,300 | 新進 |
| New York State Common Retirement Fund | 24,403 | $39.2 萬 | 0.00% | +10,564+76.3% | 加碼 |
| Caption Management, LLC | 24,000 | $38.6 萬 | 0.03% | +24,000 | 新進 |
| MetLife Investment Management | 19,183 | $30.8 萬 | 0.00% | +8,329+76.7% | 加碼 |
| JPMorgan Chase & Co | 18,741 | $30.1 萬 | 0.00% | +11,217+149.1% | 加碼 |
| Holocene Advisors, LP | 17,788 | $28.6 萬 | 0.00% | +17,788 | 新進 |
| Deutsche Bank AG | 17,588 | $28.2 萬 | 0.00% | +8,277+88.9% | 加碼 |
| PDT Partners, LLC | 16,500 | $26.5 萬 | 0.02% | +16,500 | 新進 |
| American International Group, Inc. | 16,335 | $26.3 萬 | 0.00% | +8,371+105.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 16,044 | $25.8 萬 | 0.00% | +16,044 | 新進 |
| California State Teachers Retirement System | 14,924 | $24.0 萬 | 0.00% | +8,084+118.2% | 加碼 |
| Voya Investment Management LLC | 13,066 | $21.0 萬 | 0.00% | +13,066 | 新進 |
| HSBC Holdings PLC | 12,684 | $20.4 萬 | 0.00% | −3,656−22.4% | 減碼 |
| Banque Pictet & Cie SA | 11,802 | $19.0 萬 | 0.00% | −1,430−10.8% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 10,708 | $17.8 萬 | 0.13% | −409−3.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 10,103 | $16.2 萬 | 0.00% | +10,103 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,079 | $14.6 萬 | 0.00% | +9,079 | 新進 |
| Steward Partners Investment Advisory, LLC | 7,932 | $12.8 萬 | 0.00% | +1,195+17.7% | 加碼 |
| Barclays PLC | 6,805 | $10.9 萬 | 0.00% | −856−11.2% | 減碼 |
| Lazard Asset Management LLC | 6,039 | $9.70 萬 | 0.00% | +6,039 | 新進 |
| Amalgamated Bank | 5,514 | $8.90 萬 | 0.00% | +3,057+124.4% | 加碼 |
| Citigroup Inc | 4,167 | $6.70 萬 | 0.00% | +3,562+588.8% | 加碼 |
| Legal & General Group Plc | 3,780 | $6.10 萬 | 0.00% | +2,166+134.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,768 | $6.10 萬 | 0.00% | +3,548+1,612.7% | 加碼 |
| STRS Ohio | 3,700 | $5.90 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 2,617 | $4.20 萬 | 0.00% | +1,377+111.0% | 加碼 |
| Metropolitan Life Insurance Co | 2,226 | $3.58 萬 | 0.00% | +923+70.8% | 加碼 |
| Nisa Investment Advisors, LLC | 940 | $1.50 萬 | 0.00% | +940 | 新進 |
| CWM, LLC | 911 | $1.50 萬 | 0.00% | +911 | 新進 |
| Dark Forest Capital Management LP | 900 | $1.40 萬 | 0.00% | −33,886−97.4% | 減碼 |
| Wells Fargo & Company | 748 | $1.20 萬 | 0.00% | −2,701−78.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 232 | $4,000 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 201 | $3,000 | 0.00% | −657−76.6% | 減碼 |
| TCI Wealth Advisors, Inc. | 214 | $3,000 | 0.00% | 00.0% | 不變 |
| Credit Suisse AG | 75 | $1,000 | 0.00% | +75 | 新進 |
| Covestor Ltd | 17 | $0 | 0.00% | −5−22.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 15 | $0 | 0.00% | +15 | 新進 |
| HM Payson & Co | 1 | $0 | 0.00% | +1 | 新進 |
| Northwestern Mutual Wealth Management Co | 3 | $0 | 0.00% | +3 | 新進 |
| Steward Financial Group LLC | 7 | $0 | 0.00% | +7 | 新進 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −120,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −83,387−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,004−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −107−100.0% | 清倉 |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Parametric Portfolio Associates LLC | – | – | – | – | 本季未申報 |