Geode Capital Management
ESMT

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

Geode 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
2024
Q1 		– Sell
-1,077,492
Closed -$24.7M – 4707
2023
Q4 		$24.7M Buy
1,077,492
+71,697
+7% +$1.59M ﹤0.01% 1790
2023
Q3 		$18.1M Buy
1,005,795
+186,250
+23% +$3.32M ﹤0.01% 1881
2023
Q2 		$15.6M Buy
819,545
+215,568
+36% +$3.83M ﹤0.01% 2020
2023
Q1 		$11.6M Buy
603,977
+18,126
+3% +$351K ﹤0.01% 2155
2022
Q4 		$10.3M Buy
585,851
+45,651
+8% +$838K ﹤0.01% 2252
2022
Q3 		$11.2M Buy
540,200
+263,445
+95% +$5.16M ﹤0.01% 2161
2022
Q2 		$4.45M Buy
276,755
+133,393
+93% +$2.65M ﹤0.01% 2764
2022
Q1 		$3.06M Buy
143,362
+21,054
+17% +$437K ﹤0.01% 3049
2021
Q4 		$2.95M Buy
+122,308
New +$3.38M ﹤0.01% 3172

Geode Capital Management's ESMT Position: Q1 2024 in Review

Geode Capital Management sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 1,077,492 shares — an estimated $24.7M sold.

Geode Capital Management first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $24.7M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Geode Capital Management reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Geode Capital Management sold 1,077,492 EngageSmart, Inc. shares in Q1 2024, an estimated $24.7M.
  • Geode Capital Management first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
  • Geode Capital Management's EngageSmart, Inc. position peaked at $24.7M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Geode Capital Management's 13F filing for Q1 2024, filed 13 May 2024.