Arrowstreet Capital’s EngageSmart, Inc. ESMT Stock Holding History

Arrowstreet Capital’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 Q2	–	Sell	-243,995	Closed	-$4.7M	–	1534
2023 Q1	$4.7M	Buy	243,995 +140,978	+137%	+$2.73M	0.01%	711
2022 Q4	$1.81M	Sell	103,017 -33,727	-25%	-$619K	﹤0.01%	893
2022 Q3	$2.83M	Buy	+136,744	New	+$2.68M	﹤0.01%	787

Other funds holding ESMT

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Arrowstreet Capital's ESMT Position: Q2 2023 in Review

Arrowstreet Capital sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 243,995 shares — an estimated $4.7M sold.

Arrowstreet Capital first reported a position in ESMT in Q3 2022 and held it in 3 quarters. The position peaked at $4.7M in Q1 2023. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

Arrowstreet Capital reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
Arrowstreet Capital sold 243,995 EngageSmart, Inc. shares in Q2 2023, an estimated $4.7M.
Arrowstreet Capital first reported a position in EngageSmart, Inc. in Q3 2022 and held it in 3 quarters.
Arrowstreet Capital's EngageSmart, Inc. position peaked at $4.7M in Q1 2023.
126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on Arrowstreet Capital's 13F filing for Q2 2023, filed 14 Aug 2023.