GCM
ESMT

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

Graham 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
-42,074
Closed -$803K – 1357
2023
Q2 		$803K Sell
42,074
-84,979
-67% -$1.51M 0.02% 421
2023
Q1 		$2.45M Buy
127,053
+102,815
+424% +$1.99M 0.07% 194
2022
Q4 		$427K Buy
+24,238
New +$445K 0.01% 797
2022
Q3 		– Sell
-55,294
Closed -$889K – 1379
2022
Q2 		$889K Buy
+55,294
New +$1.1M 0.04% 478

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 $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
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Graham Capital Management sold out of EngageSmart, Inc. (ESMT) in Q3 2023, closing a stake of 42,074 shares — an estimated $803K sold.

Graham Capital Management first reported a position in ESMT in Q2 2022 and held it in 4 quarters. The position peaked at $2.45M in Q1 2023. 130 funds tracked by Wall St. Rank hold ESMT as of Q3 2023.

  • Graham Capital Management reported no remaining EngageSmart, Inc. position as of Q3 2023 after selling out during the quarter.
  • Graham Capital Management sold 42,074 EngageSmart, Inc. shares in Q3 2023, an estimated $803K.
  • Graham Capital Management first reported a position in EngageSmart, Inc. in Q2 2022 and held it in 4 quarters.
  • Graham Capital Management's EngageSmart, Inc. position peaked at $2.45M in Q1 2023.
  • 130 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q3 2023.

Based on Graham Capital Management's 13F filing for Q3 2023, filed 22 Nov 2023.