GIPM
ESMT

G2 Investment Partners Management’s EngageSmart, Inc. ESMT Stock Holding History

G2 Investment Partners 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
-45,000
Closed -$866K – 123
2023
Q1 		$866K Buy
+45,000
New +$871K 0.24% 71
2022
Q4 		– Sell
-66,000
Closed -$1.37M – 90
2022
Q3 		$1.37M Buy
+66,000
New +$1.29M 0.42% 55

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
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 $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 $167B AUM 44.17% 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

G2 Investment Partners Management's ESMT Position: Q2 2023 in Review

G2 Investment Partners Management sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 45,000 shares — an estimated $866K sold.

G2 Investment Partners Management first reported a position in ESMT in Q3 2022 and held it in 2 quarters. The position peaked at $1.37M in Q3 2022. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

  • G2 Investment Partners Management reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
  • G2 Investment Partners Management sold 45,000 EngageSmart, Inc. shares in Q2 2023, an estimated $866K.
  • G2 Investment Partners Management first reported a position in EngageSmart, Inc. in Q3 2022 and held it in 2 quarters.
  • G2 Investment Partners Management's EngageSmart, Inc. position peaked at $1.37M in Q3 2022.
  • 126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on G2 Investment Partners Management's 13F filing for Q2 2023, filed 14 Aug 2023.