DTL
ESMT

Dynamic Technology Lab’s EngageSmart, Inc. ESMT Stock Holding History

Dynamic Technology Lab’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
-10,894
Closed -$196K – 1483
2023
Q3 		$196K Buy
+10,894
New +$194K 0.02% 794
2023
Q2 		– Sell
-12,321
Closed -$237K – 1516
2023
Q1 		$237K Sell
12,321
-5,339
-30% -$103K 0.02% 861
2022
Q4 		$311K Buy
17,660
+330
+2% +$6.06K 0.03% 765
2022
Q3 		$359K Sell
17,330
-29,119
-63% -$571K 0.04% 746
2022
Q2 		$747K Buy
46,449
+33,599
+261% +$667K 0.08% 426
2022
Q1 		$274K Buy
+12,850
New +$266K 0.03% 824

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Dynamic Technology Lab's ESMT Position: Q4 2023 in Review

Dynamic Technology Lab sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 10,894 shares — an estimated $196K sold.

Dynamic Technology Lab first reported a position in ESMT in Q1 2022 and held it in 6 quarters. The position peaked at $747K in Q2 2022. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • Dynamic Technology Lab reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • Dynamic Technology Lab sold 10,894 EngageSmart, Inc. shares in Q4 2023, an estimated $196K.
  • Dynamic Technology Lab first reported a position in EngageSmart, Inc. in Q1 2022 and held it in 6 quarters.
  • Dynamic Technology Lab's EngageSmart, Inc. position peaked at $747K in Q2 2022.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Dynamic Technology Lab's 13F filing for Q4 2023, filed 9 Feb 2024.