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

ExodusPoint 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	-26,873	Closed	-$513K	–	2265
2023 Q2	$513K	Sell	26,873 -60,889	-69%	-$1.08M	﹤0.01%	1347
2023 Q1	$1.69M	Sell	87,762 -7,009	-7%	-$136K	0.01%	953
2022 Q4	$1.67M	Buy	94,771 +4,323	+5%	+$79.4K	0.02%	727
2022 Q3	$1.87M	Sell	90,448 -16,966	-16%	-$332K	0.02%	827
2022 Q2	$1.73M	Buy	+107,414	New	+$2.13M	0.02%	846
2021 Q4	–	Sell	-24,474	Closed	-$834K	–	2728
2021 Q3	$834K	Buy	+24,474	New	+$841K	0.01%	1112

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 $167B AUM 44.17% 1-Year Est. Return

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

ExodusPoint Capital Management sold out of EngageSmart, Inc. (ESMT) in Q3 2023, closing a stake of 26,873 shares — an estimated $513K sold.

ExodusPoint Capital Management first reported a position in ESMT in Q3 2021 and held it in 6 quarters. The position peaked at $1.87M in Q3 2022. 130 funds tracked by Wall St. Rank hold ESMT as of Q3 2023.

ExodusPoint Capital Management reported no remaining EngageSmart, Inc. position as of Q3 2023 after selling out during the quarter.
ExodusPoint Capital Management sold 26,873 EngageSmart, Inc. shares in Q3 2023, an estimated $513K.
ExodusPoint Capital Management first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 6 quarters.
ExodusPoint Capital Management's EngageSmart, Inc. position peaked at $1.87M in Q3 2022.
130 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q3 2023.

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