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 3 季 13F 持有人
EngageSmart, Inc. 在 2023/9/30 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
- 130
- 較 2023 年第 2 季 +4 家
- 持有股數
- 1.56 億
- 較 2023 年第 2 季 +82.9 萬 (+0.5%)
- 總市值
- $28.0 億
- 較 2023 年第 2 季 −$1.56 億 (−5.3%)
- 新進機構
- 23
- 另有 49 家加碼
- 清倉機構
- 19
- 另有 43 家減碼
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 3 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Allworth Financial LP | 8 | $144 | 0.00% | −10−55.6% | 減碼 |
| Lindbrook Capital, LLC | 16 | $288 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 19 | $342 | 0.00% | +19 | 新進 |
| Glassman Wealth Services | 31 | $558 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 169 | $3,040 | 0.00% | −533−75.9% | 減碼 |
| Coston, McIsaac & Partners | 286 | $5,000 | 0.00% | +286 | 新進 |
| Signaturefd, LLC | 294 | $5,289 | 0.00% | +257+694.6% | 加碼 |
| Rosenberg Matthew Hamilton | 300 | $5,397 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 635 | $1.14 萬 | 0.00% | +10+1.6% | 加碼 |
| Federated Hermes, Inc. | 865 | $1.56 萬 | 0.00% | +86+11.0% | 加碼 |
| Advisor Group Holdings, Inc. | 1,189 | $2.14 萬 | 0.00% | +617+107.9% | 加碼 |
| RiverPark Advisors, LLC | 1,402 | $2.52 萬 | 0.02% | +1,402 | 新進 |
| Citigroup Inc | 1,407 | $2.53 萬 | 0.00% | −17,737−92.7% | 減碼 |
| Arcadia Investment Management Corp | 1,447 | $2.60 萬 | 0.01% | +257+21.6% | 加碼 |
| Proequities, Inc. | 1,485 | $2.67 萬 | 0.00% | 00.0% | 不變 |
| MCF Advisors LLC | 1,920 | $3.45 萬 | 0.00% | −8,859−82.2% | 減碼 |
| CWM, LLC | 2,162 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 2,205 | $3.97 萬 | 0.00% | +2,205 | 新進 |
| Advisors Asset Management, Inc. | 2,522 | $4.54 萬 | 0.00% | +1,302+106.7% | 加碼 |
| Metropolitan Life Insurance Co | 3,109 | $5.59 萬 | 0.00% | +418+15.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,507 | $8.11 萬 | 0.00% | −7,112−61.2% | 減碼 |
| Lazard Asset Management LLC | 4,834 | $8.60 萬 | 0.00% | −1,547−24.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,794 | $8.62 萬 | 0.00% | +780+19.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 5,098 | $9.17 萬 | 0.00% | −1,178−18.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,736 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 7,393 | $13.3 萬 | 0.00% | +577+8.5% | 加碼 |
| State of Wyoming | 9,635 | $17.3 萬 | 0.04% | −5,293−35.5% | 減碼 |
| Covestor Ltd | 9,976 | $17.9 萬 | 0.14% | −20.0% | 減碼 |
| Dakota Wealth Management | 10,268 | $18.5 萬 | 0.01% | +153+1.5% | 加碼 |
| Woodline Partners LP | 10,432 | $18.8 萬 | 0.00% | +10,432 | 新進 |
| Quantbot Technologies LP | 10,463 | $18.8 萬 | 0.01% | +6,574+169.0% | 加碼 |
| Dynamic Technology Lab Private Ltd | 10,894 | $19.6 萬 | 0.02% | +10,894 | 新進 |
| Price T Rowe Associates Inc | 10,944 | $19.7 萬 | 0.00% | +10,944 | 新進 |
| Simplex Trading, LLC | 11,457 | $20.6 萬 | 0.01% | −16,309−58.7% | 減碼 |
| Walleye Trading LLC | 11,990 | $21.6 萬 | 0.01% | −15,735−56.8% | 減碼 |
| Premier Fund Managers Ltd | 12,826 | $22.1 萬 | 0.01% | −16,248−55.9% | 減碼 |
| Sandia Investment Management LP | 12,500 | $22.5 萬 | 0.06% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,696 | $22.8 萬 | 0.00% | +4,835+61.5% | 加碼 |
| Wells Fargo & Company | 13,024 | $23.4 萬 | 0.00% | −12,105−48.2% | 減碼 |
| Comerica Bank | 13,580 | $24.4 萬 | 0.00% | +13,580 | 新進 |
| State Board of Administration of Florida Retirement System | 14,010 | $25.2 萬 | 0.00% | +210+1.5% | 加碼 |
| Arizona State Retirement System | 14,243 | $25.6 萬 | 0.00% | +206+1.5% | 加碼 |
| Balyasny Asset Management LLC | 14,683 | $26.4 萬 | 0.00% | +3,051+26.2% | 加碼 |
| Zacks Investment Management | 14,739 | $26.5 萬 | 0.00% | +70.0% | 加碼 |
| Keybank National Association | 15,005 | $27.0 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 14,960 | $27.0 萬 | 0.00% | +6,992+87.8% | 加碼 |
| Quadrature Capital Ltd | 15,631 | $28.1 萬 | 0.01% | +3,264+26.4% | 加碼 |
| Envestnet Asset Management Inc | 16,554 | $29.8 萬 | 0.00% | +16,554 | 新進 |
| STRS Ohio | 17,700 | $31.8 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 19,000 | $34.2 萬 | 0.00% | +19,000 | 新進 |
| New York State Common Retirement Fund | 19,792 | $35.6 萬 | 0.00% | +111+0.6% | 加碼 |
| Principal Financial Group Inc | 19,805 | $35.6 萬 | 0.00% | +4,584+30.1% | 加碼 |
| Capstone Investment Advisors, LLC | 20,921 | $37.6 萬 | 0.01% | +20,921 | 新進 |
| Sciencast Management LP | 21,387 | $38.5 萬 | 0.17% | +21,387 | 新進 |
| PEAK6 Investments LLC | 21,653 | $39.0 萬 | 0.02% | −60,389−73.6% | 減碼 |
| Petrus Trust Company, LTA | 21,759 | $39.1 萬 | 0.04% | −8,195−27.4% | 減碼 |
| Russell Investments Group, Ltd. | 21,952 | $39.5 萬 | 0.00% | +21,952 | 新進 |
| Stifel Financial Corp | 22,118 | $39.8 萬 | 0.00% | +22,118 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 22,590 | $40.6 萬 | 0.00% | 00.0% | 不變 |
| Walleye Capital LLC | 22,773 | $41.0 萬 | 0.01% | −126,993−84.8% | 減碼 |
| Deutsche Bank AG | 24,252 | $43.6 萬 | 0.00% | +3,292+15.7% | 加碼 |
| American International Group, Inc. | 24,262 | $43.6 萬 | 0.00% | +863+3.7% | 加碼 |
| FMR LLC | 25,297 | $45.5 萬 | 0.00% | −6,475−20.4% | 減碼 |
| Azzad Asset Management Inc | 25,571 | $46.0 萬 | 0.07% | 00.0% | 不變 |
| MetLife Investment Management | 25,965 | $46.7 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 28,156 | $50.7 萬 | 0.00% | +7,345+35.3% | 加碼 |
| Teacher Retirement System of Texas | 28,909 | $52.0 萬 | 0.00% | +1,559+5.7% | 加碼 |
| Bailard, Inc. | 34,025 | $61.2 萬 | 0.02% | +4,750+16.2% | 加碼 |
| Aviva PLC | 34,569 | $62.2 萬 | 0.00% | −41,110−54.3% | 減碼 |
| Sompo Asset Management Co., Ltd. | 38,480 | $69.2 萬 | 0.15% | +38,480 | 新進 |
| Credit Suisse AG | 45,441 | $81.7 萬 | 0.00% | −4,417−8.9% | 減碼 |
| Dark Forest Capital Management LP | 46,197 | $83.1 萬 | 0.07% | +7,884+20.6% | 加碼 |
| UBS Asset Management Americas Inc | 46,546 | $83.7 萬 | 0.00% | +46,546 | 新進 |
| UBS Group AG | 47,318 | $85.1 萬 | 0.00% | −32,182−40.5% | 減碼 |
| Frontier Capital Management Co LLC | 50,000 | $90.0 萬 | 0.01% | +50,000 | 新進 |
| HSBC Holdings PLC | 50,652 | $90.2 萬 | 0.00% | −6,474−11.3% | 減碼 |
| Legal & General Group Plc | 53,130 | $95.6 萬 | 0.00% | +14,571+37.8% | 加碼 |
| California State Teachers Retirement System | 54,964 | $98.9 萬 | 0.00% | −5,172−8.6% | 減碼 |
| 1492 Capital Management LLC | 55,236 | $99.4 萬 | 0.64% | +55,236 | 新進 |
| Alliancebernstein L.P. | 57,820 | $104.0 萬 | 0.00% | +1,800+3.2% | 加碼 |
| SG Americas Securities, LLC | 59,239 | $106.6 萬 | 0.01% | +59,239 | 新進 |
| Invesco Ltd. | 62,193 | $111.9 萬 | 0.00% | −4,982−7.4% | 減碼 |
| Barclays PLC | 62,754 | $112.9 萬 | 0.00% | +11,697+22.9% | 加碼 |
| Brown Advisory Inc | 64,390 | $115.8 萬 | 0.00% | −224−0.3% | 減碼 |
| Rhumbline Advisers | 64,705 | $116.4 萬 | 0.00% | +3,016+4.9% | 加碼 |
| Raymond James & Associates | 66,514 | $119.7 萬 | 0.00% | −3,541−5.1% | 減碼 |
| Susquehanna International Group, LLP | 73,338 | $131.9 萬 | 0.00% | +47,562+184.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 75,736 | $136.2 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 76,334 | $137.3 萬 | 0.00% | −12,420−14.0% | 減碼 |
| Renaissance Group LLC | 94,164 | $169.4 萬 | 0.08% | +2,344+2.6% | 加碼 |
| Ritholtz Wealth Management | 100,683 | $181.1 萬 | 0.08% | +100,683 | 新進 |
| Goldman Sachs Group Inc | 101,161 | $182.0 萬 | 0.00% | −72,845−41.9% | 減碼 |
| Swiss National Bank | 109,900 | $197.7 萬 | 0.00% | +1,100+1.0% | 加碼 |
| Two Sigma Investments, LP | 119,533 | $215.0 萬 | 0.01% | −174,982−59.4% | 減碼 |
| Ameriprise Financial Inc | 135,552 | $243.9 萬 | 0.00% | −142,141−51.2% | 減碼 |
| Voya Investment Management LLC | 143,415 | $258.0 萬 | 0.00% | −7,656−5.1% | 減碼 |
| JPMorgan Chase & Co | 150,747 | $271.2 萬 | 0.00% | +46,076+44.0% | 加碼 |
| SEI Investments Co | 153,772 | $276.6 萬 | 0.00% | −134,929−46.7% | 減碼 |
| Two Sigma Advisers, LP | 177,200 | $318.8 萬 | 0.01% | −112,900−38.9% | 減碼 |
| Hillsdale Investment Management Inc. | 180,800 | $325.3 萬 | 0.30% | −87,080−32.5% | 減碼 |