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。
2023 年第 1 季 13F 持有人
EngageSmart, Inc. 在 2023/3/31 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
- 145
- 較 2022 年第 4 季 +26 家
- 持有股數
- 1.53 億
- 較 2022 年第 4 季 +213.8 萬 (+1.4%)
- 總市值
- $29.5 億
- 較 2022 年第 4 季 +$2.91 億 (+10.9%)
- 新進機構
- 35
- 另有 66 家加碼
- 清倉機構
- 9
- 另有 33 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| General Atlantic LLC | 90,271,540 | $17.4 億 | 20.19% | −6,937,896−7.1% | 減碼 |
| Summit Partners L P | 25,004,973 | $4.81 億 | 34.79% | −1,921,777−7.1% | 減碼 |
| BlackRock Inc. | 3,470,101 | $6,680 萬 | 0.00% | −64,612−1.8% | 減碼 |
| Vanguard Group Inc | 3,327,891 | $6,406 萬 | 0.00% | +838,526+33.7% | 加碼 |
| Millennium Management LLC | 3,152,142 | $6,068 萬 | 0.07% | +687,742+27.9% | 加碼 |
| Citadel Advisors LLC | 2,705,434 | $5,208 萬 | 0.06% | +2,206,540+442.3% | 加碼 |
| Macquarie Group Ltd | 2,353,203 | $4,530 萬 | 0.05% | +385,860+19.6% | 加碼 |
| Jennison Associates LLC | 1,489,319 | $2,867 萬 | 0.03% | +1,489,319 | 新進 |
| Driehaus Capital Management LLC | 1,417,488 | $2,729 萬 | 0.38% | +357,236+33.7% | 加碼 |
| Cat Rock Capital Management LP | 1,354,349 | $2,607 萬 | 3.67% | +150,000+12.5% | 加碼 |
| Senator Investment Group LP | 1,350,000 | $2,599 萬 | 1.43% | +350,000+35.0% | 加碼 |
| Wellington Management Group LLP | 1,279,377 | $2,463 萬 | 0.00% | +269,580+26.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,212,752 | $2,335 萬 | 0.05% | −934,828−43.5% | 減碼 |
| Nuveen Asset Management, LLC | 1,208,591 | $2,327 萬 | 0.01% | +438,787+57.0% | 加碼 |
| Marshall Wace, LLP | 1,075,397 | $2,070 萬 | 0.05% | +901,940+520.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 908,283 | $1,748 萬 | 0.03% | +502,986+124.1% | 加碼 |
| State Street Corp | 740,845 | $1,426 萬 | 0.00% | +30,136+4.2% | 加碼 |
| Morgan Stanley | 666,965 | $1,284 萬 | 0.00% | +529,133+383.9% | 加碼 |
| Janus Henderson Group PLC | 607,958 | $1,170 萬 | 0.01% | −3,097−0.5% | 減碼 |
| Geode Capital Management, LLC | 603,977 | $1,163 萬 | 0.00% | +18,126+3.1% | 加碼 |
| Two Sigma Investments, LP | 564,909 | $1,087 萬 | 0.03% | +354,386+168.3% | 加碼 |
| Dimensional Fund Advisors LP | 499,615 | $961.7 萬 | 0.00% | +346,091+225.4% | 加碼 |
| Next Century Growth Investors LLC | 465,758 | $896.6 萬 | 0.99% | −3,608−0.8% | 減碼 |
| Two Sigma Advisers, LP | 439,600 | $846.2 萬 | 0.02% | +401,400+1,050.8% | 加碼 |
| Jane Street Group, LLC | 375,506 | $722.8 萬 | 0.01% | +338,702+920.3% | 加碼 |
| Renaissance Technologies LLC | 352,100 | $677.8 萬 | 0.01% | +87,100+32.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 321,186 | $618.3 萬 | 0.06% | +28,242+9.6% | 加碼 |
| Hillsdale Investment Management Inc. | 306,300 | $589.6 萬 | 0.50% | +9,900+3.3% | 加碼 |
| Northern Trust Corp | 297,752 | $573.2 萬 | 0.00% | +10,439+3.6% | 加碼 |
| Ameriprise Financial Inc | 287,249 | $553.0 萬 | 0.00% | −54,802−16.0% | 減碼 |
| Walleye Capital LLC | 286,568 | $551.6 萬 | 0.11% | +250,511+694.8% | 加碼 |
| SEI Investments Co | 273,451 | $526.4 萬 | 0.01% | +228,242+504.9% | 加碼 |
| Charles Schwab Investment Management Inc | 254,161 | $489.3 萬 | 0.00% | −5,307−2.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 243,995 | $469.7 萬 | 0.01% | +140,978+136.8% | 加碼 |
| Goldman Sachs Group Inc | 225,976 | $435.0 萬 | 0.00% | +66,895+42.1% | 加碼 |
| Tudor Investment Corp Et Al | 210,376 | $405.0 萬 | 0.08% | +33,248+18.8% | 加碼 |
| Raymond James & Associates | 186,113 | $358.3 萬 | 0.00% | +14,422+8.4% | 加碼 |
| Bank of America Corp | 145,045 | $279.2 萬 | 0.00% | −14,260−9.0% | 減碼 |
| Susquehanna International Group, LLP | 139,549 | $268.6 萬 | 0.00% | +139,549 | 新進 |
| Bank of New York Mellon Corp | 134,998 | $259.9 萬 | 0.00% | +3,860+2.9% | 加碼 |
| JPMorgan Chase & Co | 132,483 | $255.1 萬 | 0.00% | +97,409+277.7% | 加碼 |
| Norges Bank | 128,100 | $246.6 萬 | 0.00% | +57,300+80.9% | 加碼 |
| Graham Capital Management, L.P. | 127,053 | $244.6 萬 | 0.09% | +102,815+424.2% | 加碼 |
| Prudential Financial Inc | 112,310 | $216.2 萬 | 0.00% | −45,325−28.8% | 減碼 |
| SG Americas Securities, LLC | 107,042 | $206.1 萬 | 0.03% | +94,759+771.5% | 加碼 |
| Monashee Investment Management LLC | 105,000 | $202.1 萬 | 0.56% | +105,000 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 100,487 | $193.4 萬 | 0.00% | −21,040−17.3% | 減碼 |
| Ghisallo Capital Management LLC | 100,000 | $192.5 萬 | 0.46% | +100,000 | 新進 |
| Squarepoint Ops LLC | 95,471 | $183.8 萬 | 0.01% | −33,574−26.0% | 減碼 |
| ExodusPoint Capital Management, LP | 87,762 | $168.9 萬 | 0.02% | −7,009−7.4% | 減碼 |
| Renaissance Group LLC | 86,638 | $166.8 萬 | 0.08% | +86,638 | 新進 |
| Dark Forest Capital Management LP | 84,050 | $161.8 萬 | 0.39% | +83,636+20,201.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 75,736 | $145.8 萬 | 0.01% | +12,335+19.5% | 加碼 |
| Aviva PLC | 75,678 | $145.7 萬 | 0.01% | +75,678 | 新進 |
| Qube Research & Technologies Ltd | 74,086 | $142.6 萬 | 0.01% | +60,670+452.2% | 加碼 |
| Jump Financial, LLC | 70,537 | $135.8 萬 | 0.06% | +13,092+22.8% | 加碼 |
| D. E. Shaw & Co., Inc. | 60,490 | $116.4 萬 | 0.00% | +60,490 | 新進 |
| Brown Advisory Inc | 57,516 | $110.7 萬 | 0.00% | −368−0.6% | 減碼 |
| Invesco Ltd. | 53,387 | $102.8 萬 | 0.00% | −287,959−84.4% | 減碼 |
| Jackson Creek Investment Advisors LLC | 47,861 | $92.1 萬 | 0.39% | −120.0% | 減碼 |
| Russell Investments Group, Ltd. | 46,649 | $89.8 萬 | 0.00% | +46,649 | 新進 |
| Rhumbline Advisers | 46,017 | $88.6 萬 | 0.00% | +1,477+3.3% | 加碼 |
| Gsa Capital Partners LLP | 45,458 | $87.5 萬 | 0.09% | +45,458 | 新進 |
| G2 Investment Partners Management LLC | 45,000 | $86.6 萬 | 0.25% | +45,000 | 新進 |
| FMR LLC | 44,950 | $86.5 萬 | 0.00% | −13,206−22.7% | 減碼 |
| Premier Fund Managers Ltd | 46,023 | $86.5 萬 | 0.03% | +46,023 | 新進 |
| HRT Financial LP | 44,578 | $85.8 萬 | 0.01% | −31,397−41.3% | 減碼 |
| HCR Wealth Advisors | 40,683 | $78.3 萬 | 0.16% | −53,000−56.6% | 減碼 |
| HBK Investments L P | 40,000 | $77.0 萬 | 0.03% | +40,000 | 新進 |
| Seven Grand Managers, LLC | 40,000 | $77.0 萬 | 2.22% | +40,000 | 新進 |
| Trexquant Investment LP | 37,224 | $71.7 萬 | 0.02% | +23,396+169.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 36,000 | $69.3 萬 | 0.00% | −9,000−20.0% | 減碼 |
| Alliancebernstein L.P. | 34,700 | $66.8 萬 | 0.00% | +6,700+23.9% | 加碼 |
| Barclays PLC | 33,716 | $64.9 萬 | 0.00% | −790−2.3% | 減碼 |
| HSBC Holdings PLC | 30,413 | $58.1 萬 | 0.00% | −2,694−8.1% | 減碼 |
| Quantbot Technologies LP | 29,782 | $57.3 萬 | 0.04% | +22,578+313.4% | 加碼 |
| Azzad Asset Management Inc | 25,571 | $49.2 萬 | 0.07% | +12,092+89.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 24,093 | $46.4 萬 | 0.00% | +24,093 | 新進 |
| Deutsche Bank AG | 23,849 | $45.9 萬 | 0.00% | +7,154+42.9% | 加碼 |
| Kula Investments, LLC | 23,411 | $45.1 萬 | 0.11% | +23,411 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 23,024 | $44.3 萬 | 0.05% | +23,024 | 新進 |
| Verition Fund Management LLC | 22,563 | $43.4 萬 | 0.01% | +22,563 | 新進 |
| Walleye Trading LLC | 22,208 | $42.8 萬 | 0.02% | +22,208 | 新進 |
| Quadrature Capital Ltd | 22,183 | $42.7 萬 | 0.01% | +22,183 | 新進 |
| PEAK6 Investments LLC | 21,194 | $40.8 萬 | 0.03% | +21,194 | 新進 |
| Simplex Trading, LLC | 21,049 | $40.5 萬 | 0.02% | +19,571+1,324.2% | 加碼 |
| Petrus Trust Company, LTA | 20,989 | $40.4 萬 | 0.05% | +20,989 | 新進 |
| MetLife Investment Management | 19,183 | $36.9 萬 | 0.00% | 00.0% | 不變 |
| New York State Common Retirement Fund | 19,113 | $36.8 萬 | 0.00% | −5,482−22.3% | 減碼 |
| American International Group, Inc. | 17,141 | $33.0 萬 | 0.00% | +340+2.0% | 加碼 |
| Calamos Advisors LLC | 16,946 | $32.6 萬 | 0.00% | +16,946 | 新進 |
| Bayesian Capital Management, LP | 16,583 | $31.9 萬 | 0.04% | +16,583 | 新進 |
| Manufacturers Life Insurance Company, The | 15,804 | $30.4 萬 | 0.00% | 00.0% | 不變 |
| Voya Investment Management LLC | 15,795 | $30.4 萬 | 0.00% | +188+1.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 15,723 | $30.3 萬 | 0.00% | +1,200+8.3% | 加碼 |
| Man Group plc | – | $29.4 萬 | 0.00% | – | – |
| Boothbay Fund Management, LLC | 14,965 | $28.8 萬 | 0.01% | +14,965 | 新進 |
| Zacks Investment Management | 14,739 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 13,632 | $26.2 萬 | 0.09% | −7,941−36.8% | 減碼 |
| California State Teachers Retirement System | 13,205 | $25.4 萬 | 0.00% | −974−6.9% | 減碼 |