LP
ESMT

LMR Partners’s EngageSmart, Inc. ESMT Stock Holding History

LMR Partners’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
Q3 		– Sell
-92,990
Closed -$1.5M – 1326
2022
Q2 		$1.5M Buy
92,990
+25,262
+37% +$502K 0.03% 622
2022
Q1 		$1.44M Sell
67,728
-182,272
-73% -$3.78M 0.02% 685
2021
Q4 		$6.03M Sell
250,000
-305,763
-55% -$8.45M 0.06% 228
2021
Q3 		$18.9M Buy
+555,763
New +$19.1M 0.21% 92

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LMR Partners's ESMT Position: Q3 2022 in Review

LMR Partners sold out of EngageSmart, Inc. (ESMT) in Q3 2022, closing a stake of 92,990 shares — an estimated $1.5M sold.

LMR Partners first reported a position in ESMT in Q3 2021 and held it in 4 quarters. The position peaked at $18.9M in Q3 2021. 104 funds tracked by Wall St. Rank hold ESMT as of Q3 2022.

  • LMR Partners reported no remaining EngageSmart, Inc. position as of Q3 2022 after selling out during the quarter.
  • LMR Partners sold 92,990 EngageSmart, Inc. shares in Q3 2022, an estimated $1.5M.
  • LMR Partners first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 4 quarters.
  • LMR Partners's EngageSmart, Inc. position peaked at $18.9M in Q3 2021.
  • 104 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q3 2022.

Based on LMR Partners's 13F filing for Q3 2022, filed 14 Nov 2022.