IECM
ESMT

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

Intrinsic Edge 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
2022
Q4 		– Sell
-247,661
Closed -$5.12M – 188
2022
Q3 		$5.12M Buy
247,661
+41,965
+20% +$822K 0.56% 72
2022
Q2 		$3.31M Buy
205,696
+57,613
+39% +$1.14M 0.26% 104
2022
Q1 		$3.16M Buy
+148,083
New +$3.07M 0.24% 125

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Macquarie Group
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Intrinsic Edge Capital Management's ESMT Position: Q4 2022 in Review

Intrinsic Edge Capital Management sold out of EngageSmart, Inc. (ESMT) in Q4 2022, closing a stake of 247,661 shares — an estimated $5.12M sold.

Intrinsic Edge Capital Management first reported a position in ESMT in Q1 2022 and held it in 3 quarters. The position peaked at $5.12M in Q3 2022. 120 funds tracked by Wall St. Rank hold ESMT as of Q4 2022.

  • Intrinsic Edge Capital Management reported no remaining EngageSmart, Inc. position as of Q4 2022 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 247,661 EngageSmart, Inc. shares in Q4 2022, an estimated $5.12M.
  • Intrinsic Edge Capital Management first reported a position in EngageSmart, Inc. in Q1 2022 and held it in 3 quarters.
  • Intrinsic Edge Capital Management's EngageSmart, Inc. position peaked at $5.12M in Q3 2022.
  • 120 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2022.

Based on Intrinsic Edge Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.