Jump Financial’s EngageSmart, Inc. ESMT Stock Holding History

Jump Financial’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	-51,762	Closed	-$988K	–	2360
2023 Q2	$988K	Sell	51,762 -18,775	-27%	-$334K	0.04%	683
2023 Q1	$1.36M	Buy	70,537 +13,092	+23%	+$253K	0.06%	480
2022 Q4	$1.01M	Sell	57,445 -10,520	-15%	-$193K	0.05%	481
2022 Q3	$1.41M	Sell	67,965 -38,833	-36%	-$761K	0.05%	488
2022 Q2	$1.72M	Buy	+106,798	New	+$2.12M	0.07%	367

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

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

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

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

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

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 New York $145B AUM 34.61% 1-Year Est. Return

Jump Financial's ESMT Position: Q3 2023 in Review

Jump Financial sold out of EngageSmart, Inc. (ESMT) in Q3 2023, closing a stake of 51,762 shares — an estimated $988K sold.

Jump Financial first reported a position in ESMT in Q2 2022 and held it in 5 quarters. The position peaked at $1.72M in Q2 2022. 130 funds tracked by Wall St. Rank hold ESMT as of Q3 2023.

Jump Financial reported no remaining EngageSmart, Inc. position as of Q3 2023 after selling out during the quarter.
Jump Financial sold 51,762 EngageSmart, Inc. shares in Q3 2023, an estimated $988K.
Jump Financial first reported a position in EngageSmart, Inc. in Q2 2022 and held it in 5 quarters.
Jump Financial's EngageSmart, Inc. position peaked at $1.72M in Q2 2022.
130 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q3 2023.

Based on Jump Financial's 13F filing for Q3 2023, filed 7 Nov 2023.