David Shaw’s EngageSmart, Inc. ESMT Stock Holding History

David Shaw’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

General Atlantic New York $2.91B AUM 24.21% 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 $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $431M AUM 2.66% 1-Year Est. Return

SIG

Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

David Shaw's ESMT Position: Q2 2023 in Review

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

David Shaw 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.

David Shaw reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
David Shaw sold 60,490 EngageSmart, Inc. shares in Q2 2023, an estimated $1.16M.
David Shaw first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 2 quarters.
David Shaw'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.