KC
ESMT

Kellner Capital’s EngageSmart, Inc. ESMT Stock Holding History

Kellner Capital’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
Q4 		$1.79M Buy
+78,400
New +$1.74M 3.23% 12

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Kellner Capital's ESMT Position: Q4 2023 in Review

Kellner Capital opened a new position in EngageSmart, Inc. (ESMT) in Q4 2023: 78,400 shares worth $1.79M. The stake represents 3.23% of the portfolio and ranks #12 among its holdings.

149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • Kellner Capital held 78,400 shares of EngageSmart, Inc. worth $1.79M as of Q4 2023.
  • EngageSmart, Inc. was a new Kellner Capital position in Q4 2023.
  • EngageSmart, Inc. made up 3.23% of Kellner Capital's portfolio in Q4 2023, its #12 holding.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Kellner Capital's 13F filing for Q4 2023, filed 7 Feb 2024.