FRM
ESMT

Fox Run Management’s EngageSmart, Inc. ESMT Stock Holding History

Fox Run 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
-13,632
Closed -$262K – 1033
2023
Q1 		$262K Sell
13,632
-7,941
-37% -$154K 0.09% 447
2022
Q4 		$380K Buy
+21,573
New +$396K 0.15% 257

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Fox Run Management's ESMT Position: Q2 2023 in Review

Fox Run Management sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 13,632 shares — an estimated $262K sold.

Fox Run Management first reported a position in ESMT in Q4 2022 and held it in 2 quarters. The position peaked at $380K in Q4 2022. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

  • Fox Run Management reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
  • Fox Run Management sold 13,632 EngageSmart, Inc. shares in Q2 2023, an estimated $262K.
  • Fox Run Management first reported a position in EngageSmart, Inc. in Q4 2022 and held it in 2 quarters.
  • Fox Run Management's EngageSmart, Inc. position peaked at $380K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on Fox Run Management's 13F filing for Q2 2023, filed 11 Aug 2023.