Cat Rock Capital Management’s EngageSmart, Inc. ESMT Stock Holding History

Cat Rock Capital 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 Q4	–	Sell	-2,105,995	Closed	-$37.9M	–	14
2023 Q3	$37.9M	Buy	2,105,995 +554,000	+36%	+$9.88M	5.64%	9
2023 Q2	$29.6M	Buy	1,551,995 +197,646	+15%	+$3.52M	4.08%	9
2023 Q1	$26.1M	Buy	1,354,349 +150,000	+12%	+$2.9M	3.67%	8
2022 Q4	$21.2M	Buy	1,204,349 +672,549	+126%	+$12.3M	3.9%	10
2022 Q3	$11M	Buy	+531,800	New	+$10.4M	2.45%	11

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Cat Rock Capital Management's ESMT Position: Q4 2023 in Review

Cat Rock Capital Management sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 2,105,995 shares — an estimated $37.9M sold.

Cat Rock Capital Management first reported a position in ESMT in Q3 2022 and held it in 5 quarters. The position peaked at $37.9M in Q3 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

Cat Rock Capital Management reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
Cat Rock Capital Management sold 2,105,995 EngageSmart, Inc. shares in Q4 2023, an estimated $37.9M.
Cat Rock Capital Management first reported a position in EngageSmart, Inc. in Q3 2022 and held it in 5 quarters.
Cat Rock Capital Management's EngageSmart, Inc. position peaked at $37.9M in Q3 2023.
149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Cat Rock Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.