D.E. Shaw & Co
ESMT

D.E. Shaw & Co’s EngageSmart, Inc. ESMT Stock Holding History

D.E. Shaw & Co’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
-60,490
Closed -$1.16M – 4705
2023
Q1 		$1.16M Buy
+60,490
New +$1.17M ﹤0.01% 3061
2022
Q1 		– Sell
-9,321
Closed -$225K – 6086
2021
Q4 		$225K Buy
+9,321
New +$258K ﹤0.01% 4823

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 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
Jennison Associates
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

D.E. Shaw & Co's ESMT Position: Q2 2023 in Review

D.E. Shaw & Co sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 60,490 shares — an estimated $1.16M sold.

D.E. Shaw & Co first reported a position in ESMT in Q4 2021 and held it in 2 quarters. The position peaked at $1.16M in Q1 2023. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

  • D.E. Shaw & Co reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
  • D.E. Shaw & Co sold 60,490 EngageSmart, Inc. shares in Q2 2023, an estimated $1.16M.
  • D.E. Shaw & Co first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 2 quarters.
  • D.E. Shaw & Co's EngageSmart, Inc. position peaked at $1.16M in Q1 2023.
  • 126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on D.E. Shaw & Co's 13F filing for Q2 2023, filed 14 Aug 2023.