ED
ESMT

Exane Derivatives’s EngageSmart, Inc. ESMT Stock Holding History

Exane Derivatives’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
2022
Q2 		$568K Buy
+35,311
New +$701K 0.33% 69
2022
Q1 		– Sell
-45,605
Closed -$1.1M – 1096
2021
Q4 		$1.1M Buy
+45,605
New +$1.26M 0.27% 78

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Exane Derivatives's ESMT Position: Q2 2022 in Review

Exane Derivatives opened a new position in EngageSmart, Inc. (ESMT) in Q2 2022: 35,311 shares worth $568K. The stake represents 0.33% of the portfolio and ranks #69 among its holdings. This is a return to the name: Exane Derivatives previously reported a position in ESMT as recently as Q4 2021.

Exane Derivatives first reported a position in ESMT in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.1M in Q4 2021. 94 funds tracked by Wall St. Rank hold ESMT as of Q2 2022.

  • Exane Derivatives held 35,311 shares of EngageSmart, Inc. worth $568K as of Q2 2022.
  • EngageSmart, Inc. was a new Exane Derivatives position in Q2 2022.
  • EngageSmart, Inc. made up 0.33% of Exane Derivatives's portfolio in Q2 2022, its #69 holding.
  • Exane Derivatives first reported a position in EngageSmart, Inc. in Q4 2021 and has held it in 2 quarters since.
  • Exane Derivatives's EngageSmart, Inc. position peaked at $1.1M in Q4 2021.
  • 94 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2022.

Based on Exane Derivatives's 13F filing for Q2 2022, filed 12 Jul 2022.