Holocene Advisors’s EngageSmart, Inc. ESMT Stock Holding History

Holocene Advisors’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
2022 Q4	–	Sell	-47,950	Closed	-$992K	–	963
2022 Q3	$992K	Buy	47,950 +30,162	+170%	+$591K	0.01%	620
2022 Q2	$286K	Buy	+17,788	New	+$353K	﹤0.01%	757
2022 Q1	–	Sell	-1,001,274	Closed	-$24.2M	–	1074
2021 Q4	$24.2M	Sell	1,001,274 -194,404	-16%	-$5.37M	0.13%	182
2021 Q3	$40.7M	Buy	+1,195,678	New	+$41.1M	0.22%	139

Other funds holding ESMT

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Holocene Advisors's ESMT Position: Q4 2022 in Review

Holocene Advisors sold out of EngageSmart, Inc. (ESMT) in Q4 2022, closing a stake of 47,950 shares — an estimated $992K sold.

Holocene Advisors first reported a position in ESMT in Q3 2021 and held it in 4 quarters. The position peaked at $40.7M in Q3 2021. 120 funds tracked by Wall St. Rank hold ESMT as of Q4 2022.

Holocene Advisors reported no remaining EngageSmart, Inc. position as of Q4 2022 after selling out during the quarter.
Holocene Advisors sold 47,950 EngageSmart, Inc. shares in Q4 2022, an estimated $992K.
Holocene Advisors first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 4 quarters.
Holocene Advisors's EngageSmart, Inc. position peaked at $40.7M in Q3 2021.
120 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2022.

Based on Holocene Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.