Belvedere Trading
ESMT

Belvedere Trading’s EngageSmart, Inc. ESMT Stock Holding History

Belvedere Trading’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
Q3 		– Sell
-9,880
Closed -$189K – 1053
2023
Q2 		$189K Buy
9,880
+7,113
+257% +$127K ﹤0.01% 327
2023
Q1 		$53.3K Buy
+2,767
New +$53.5K ﹤0.01% 577

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Belvedere Trading's ESMT Position: Q3 2023 in Review

Belvedere Trading sold out of EngageSmart, Inc. (ESMT) in Q3 2023, closing a stake of 9,880 shares — an estimated $189K sold.

Belvedere Trading first reported a position in ESMT in Q1 2023 and held it in 2 quarters. The position peaked at $189K in Q2 2023. 130 funds tracked by Wall St. Rank hold ESMT as of Q3 2023.

  • Belvedere Trading reported no remaining EngageSmart, Inc. position as of Q3 2023 after selling out during the quarter.
  • Belvedere Trading sold 9,880 EngageSmart, Inc. shares in Q3 2023, an estimated $189K.
  • Belvedere Trading first reported a position in EngageSmart, Inc. in Q1 2023 and held it in 2 quarters.
  • Belvedere Trading's EngageSmart, Inc. position peaked at $189K in Q2 2023.
  • 130 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q3 2023.

Based on Belvedere Trading's 13F filing for Q3 2023, filed 27 Oct 2023.