Macquarie Group
ESMT

Macquarie Group’s EngageSmart, Inc. ESMT Stock Holding History

Macquarie Group’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 		– Sell
-2,514,552
Closed -$45.2M – 1704
2023
Q3 		$45.2M Buy
2,514,552
+51,195
+2% +$913K 0.06% 433
2023
Q2 		$47M Buy
2,463,357
+110,154
+5% +$1.96M 0.05% 450
2023
Q1 		$45.3M Buy
2,353,203
+385,860
+20% +$7.47M 0.05% 453
2022
Q4 		$34.6M Buy
1,967,343
+716,440
+57% +$13.2M 0.04% 559
2022
Q3 		$25.9M Buy
+1,250,903
New +$24.5M 0.03% 620

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
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

Macquarie Group's ESMT Position: Q4 2023 in Review

Macquarie Group sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 2,514,552 shares — an estimated $45.2M sold.

Macquarie Group first reported a position in ESMT in Q3 2022 and held it in 5 quarters. The position peaked at $47M in Q2 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • Macquarie Group reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • Macquarie Group sold 2,514,552 EngageSmart, Inc. shares in Q4 2023, an estimated $45.2M.
  • Macquarie Group first reported a position in EngageSmart, Inc. in Q3 2022 and held it in 5 quarters.
  • Macquarie Group's EngageSmart, Inc. position peaked at $47M in Q2 2023.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Macquarie Group's 13F filing for Q4 2023, filed 14 Feb 2024.