HIM
ESMT

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 Shares
Change % 		Capital Flow 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 +$3.6M 0.76% 32