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

Driehaus 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 Q3	–	Sell	-746,684	Closed	-$14.3M	–	461
2023 Q2	$14.3M	Sell	746,684 -670,804	-47%	-$11.9M	0.18%	177
2023 Q1	$27.3M	Buy	1,417,488 +357,236	+34%	+$6.91M	0.38%	76
2022 Q4	$18.7M	Buy	1,060,252 +242,905	+30%	+$4.46M	0.28%	122
2022 Q3	$16.9M	Buy	817,347 +436,492	+115%	+$8.55M	0.26%	120
2022 Q2	$6.12M	Buy	+380,855	New	+$7.56M	0.1%	254
2021 Q4	–	Sell	-204,833	Closed	-$6.98M	–	461
2021 Q3	$6.98M	Buy	+204,833	New	+$7.04M	0.08%	283

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

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

Driehaus Capital Management's ESMT Position: Q3 2023 in Review

Driehaus Capital Management sold out of EngageSmart, Inc. (ESMT) in Q3 2023, closing a stake of 746,684 shares — an estimated $14.3M sold.

Driehaus Capital Management first reported a position in ESMT in Q3 2021 and held it in 6 quarters. The position peaked at $27.3M in Q1 2023. 130 funds tracked by Wall St. Rank hold ESMT as of Q3 2023.

Driehaus Capital Management reported no remaining EngageSmart, Inc. position as of Q3 2023 after selling out during the quarter.
Driehaus Capital Management sold 746,684 EngageSmart, Inc. shares in Q3 2023, an estimated $14.3M.
Driehaus Capital Management first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 6 quarters.
Driehaus Capital Management's EngageSmart, Inc. position peaked at $27.3M in Q1 2023.
130 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q3 2023.

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