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

Herald Investment 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	-200,000	Closed	-$4.58M	–	106
2023 Q4	$4.58M	Hold	200,000	–	–	0.87%	31
2023 Q3	$3.6M	Buy	+200,000	New	+$3.57M	0.76%	32

Herald Investment Management's ESMT Position: Q1 2024 in Review

Herald Investment Management sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 200,000 shares — an estimated $4.58M sold.

Herald Investment Management first reported a position in ESMT in Q3 2023 and held it in 2 quarters. The position peaked at $4.58M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Herald Investment Management reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Herald Investment Management sold 200,000 EngageSmart, Inc. shares in Q1 2024, an estimated $4.58M.
Herald Investment Management first reported a position in EngageSmart, Inc. in Q3 2023 and held it in 2 quarters.
Herald Investment Management's EngageSmart, Inc. position peaked at $4.58M in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Herald Investment Management's 13F filing for Q1 2024, filed 13 May 2024.