Adage Capital Partners
ESMT

Adage Capital Partners’s EngageSmart, Inc. ESMT Stock Holding History

Adage Capital Partners’s Portfolio ESMT Stock Details ESMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000,100
Closed -$18M – 953
2023
Q3 		$18M Sell
1,000,100
-50,000
-5% -$891K 0.04% 419
2023
Q2 		$20M Sell
1,050,100
-162,652
-13% -$2.89M 0.04% 405
2023
Q1 		$23.3M Sell
1,212,752
-934,828
-44% -$18.1M 0.05% 378
2022
Q4 		$37.8M Sell
2,147,580
-520,513
-20% -$9.56M 0.09% 259
2022
Q3 		$55.2M Buy
2,668,093
+56,361
+2% +$1.1M 0.14% 170
2022
Q2 		$42M Buy
2,611,732
+457,017
+21% +$9.08M 0.1% 222
2022
Q1 		$45.9M Buy
2,154,715
+329,715
+18% +$6.84M 0.09% 235
2021
Q4 		$44M Buy
1,825,000
+1,400,000
+329% +$38.7M 0.08% 253
2021
Q3 		$14.5M Buy
+425,000
New +$14.6M 0.03% 581

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Adage Capital Partners's ESMT Position: Q4 2023 in Review

Adage Capital Partners sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 1,000,100 shares — an estimated $18M sold.

Adage Capital Partners first reported a position in ESMT in Q3 2021 and held it in 9 quarters. The position peaked at $55.2M in Q3 2022. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • Adage Capital Partners reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • Adage Capital Partners sold 1,000,100 EngageSmart, Inc. shares in Q4 2023, an estimated $18M.
  • Adage Capital Partners first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 9 quarters.
  • Adage Capital Partners's EngageSmart, Inc. position peaked at $55.2M in Q3 2022.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Adage Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.