Marc Stad’s EngageSmart, Inc. ESMT Stock Holding History

Marc Stad’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
2024 Q1	–	Sell	-2,191,705	Closed	-$50.2M	–	34
2023 Q4	$50.2M	Hold	2,191,705	–	–	1.09%	19
2023 Q3	$39.4M	Buy	+2,191,705	New	+$39.1M	0.91%	24
2022 Q4	–	Sell	-2,468,874	Closed	-$51.1M	–	34
2022 Q3	$51.1M	Hold	2,468,874	–	–	1.34%	19
2022 Q2	$39.7M	Sell	2,468,874 -1,157,314	-32%	-$23M	1.02%	22
2022 Q1	$77.3M	Buy	3,626,188 +852,590	+31%	+$17.7M	0.99%	25
2021 Q4	$66.9M	Buy	2,773,598 +673,598	+32%	+$18.6M	0.77%	30
2021 Q3	$71.5M	Buy	+2,100,000	New	+$72.2M	0.94%	27

Marc Stad's ESMT Position: Q1 2024 in Review

Marc Stad sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 2,191,705 shares — an estimated $50.2M sold.

Marc Stad first reported a position in ESMT in Q3 2021 and held it in 7 quarters. The position peaked at $77.3M in Q1 2022. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Marc Stad reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Marc Stad sold 2,191,705 EngageSmart, Inc. shares in Q1 2024, an estimated $50.2M.
Marc Stad first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 7 quarters.
Marc Stad's EngageSmart, Inc. position peaked at $77.3M in Q1 2022.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Dragoneer Investment Group's 13F filing for Q1 2024, filed 15 May 2024.