FFAM
ESMT

Forge First Asset Management’s EngageSmart, Inc. ESMT Stock Holding History

Forge First Asset 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
Q2 		– Sell
-3,000
Closed -$298K – 52
2023
Q1 		$298K Buy
+3,000
New +$58K 0.13% 38

Other funds holding ESMT

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jennison Associates
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