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

Cipher 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 Q3	–	Sell	-13,981	Closed	-$267K	–	663
2023 Q2	$267K	Buy	+13,981	New	+$249K	0.05%	428

Other funds holding ESMT

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

Summit Partners Boston, Massachusetts $670M AUM 6.71% 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

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 New York $145B AUM 34.61% 1-Year Est. Return

Cipher Capital's ESMT Position: Q3 2023 in Review

Cipher Capital sold out of EngageSmart, Inc. (ESMT) in Q3 2023, closing a stake of 13,981 shares — an estimated $267K sold.

Cipher Capital first reported a position in ESMT in Q2 2023 and held it in 1 quarter. The position peaked at $267K in Q2 2023. 130 funds tracked by Wall St. Rank hold ESMT as of Q3 2023.

Cipher Capital reported no remaining EngageSmart, Inc. position as of Q3 2023 after selling out during the quarter.
Cipher Capital sold 13,981 EngageSmart, Inc. shares in Q3 2023, an estimated $267K.
Cipher Capital first reported a position in EngageSmart, Inc. in Q2 2023 and held it in 1 quarter.
Cipher Capital's EngageSmart, Inc. position peaked at $267K in Q2 2023.
130 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q3 2023.

Based on Cipher Capital's 13F filing for Q3 2023, filed 14 Nov 2023.