Marshall Wace’s EngageSmart, Inc. ESMT Stock Holding History

Marshall Wace’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	-26,900	Closed	-$616K	–	2926
2023 Q4	$616K	Sell	26,900 -296,412	-92%	-$6.58M	﹤0.01%	1639
2023 Q3	$5.82M	Sell	323,312 -669,308	-67%	-$11.9M	0.01%	817
2023 Q2	$18.9M	Sell	992,620 -82,777	-8%	-$1.47M	0.04%	502
2023 Q1	$20.7M	Buy	1,075,397 +901,940	+520%	+$17.4M	0.04%	458
2022 Q4	$3.05M	Buy	+173,457	New	+$3.18M	0.01%	1493
2022 Q1	–	Sell	-394,537	Closed	-$9.52M	–	4218
2021 Q4	$9.52M	Buy	+394,537	New	+$10.9M	0.02%	895

Marshall Wace's ESMT Position: Q1 2024 in Review

Marshall Wace sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 26,900 shares — an estimated $616K sold.

Marshall Wace first reported a position in ESMT in Q4 2021 and held it in 6 quarters. The position peaked at $20.7M in Q1 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Marshall Wace reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Marshall Wace sold 26,900 EngageSmart, Inc. shares in Q1 2024, an estimated $616K.
Marshall Wace first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 6 quarters.
Marshall Wace's EngageSmart, Inc. position peaked at $20.7M in Q1 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Marshall Wace's 13F filing for Q1 2024, filed 15 May 2024.