Boothbay Fund Management’s EngageSmart, Inc. ESMT Stock Holding History

Boothbay Fund Management’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	-14,965	Closed	-$288K	–	2480
2023 Q1	$288K	Buy	+14,965	New	+$290K	0.01%	1527
2022 Q4	–	Sell	-10,848	Closed	-$224K	–	2573
2022 Q3	$224K	Buy	+10,848	New	+$213K	0.01%	1744
2021 Q4	–	Sell	-12,169	Closed	-$414K	–	2317
2021 Q3	$414K	Buy	+12,169	New	+$418K	0.01%	1175

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 $5.72T AUM 30.48% 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 $145B AUM 34.61% 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

Boothbay Fund Management's ESMT Position: Q2 2023 in Review

Boothbay Fund Management sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 14,965 shares — an estimated $288K sold.

Boothbay Fund Management first reported a position in ESMT in Q3 2021 and held it in 3 quarters. The position peaked at $414K in Q3 2021. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

Boothbay Fund Management reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
Boothbay Fund Management sold 14,965 EngageSmart, Inc. shares in Q2 2023, an estimated $288K.
Boothbay Fund Management first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 3 quarters.
Boothbay Fund Management's EngageSmart, Inc. position peaked at $414K in Q3 2021.
126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on Boothbay Fund Management's 13F filing for Q2 2023, filed 14 Aug 2023.