KI
ESMT

Kula Investments’s EngageSmart, Inc. ESMT Stock Holding History

Kula Investments’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
Q1 		$451K Buy
+23,411
New +$453K 0.11% 341

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 $5.72T AUM 30.48% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

Kula Investments's ESMT Position: Q1 2023 in Review

Kula Investments opened a new position in EngageSmart, Inc. (ESMT) in Q1 2023: 23,411 shares worth $451K. The stake represents 0.11% of the portfolio and ranks #341 among its holdings.

144 funds tracked by Wall St. Rank hold ESMT as of Q1 2023.

  • Kula Investments held 23,411 shares of EngageSmart, Inc. worth $451K as of Q1 2023.
  • EngageSmart, Inc. was a new Kula Investments position in Q1 2023.
  • EngageSmart, Inc. made up 0.11% of Kula Investments's portfolio in Q1 2023, its #341 holding.
  • 144 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.