MG
ESMT

Michael Gelband’s EngageSmart, Inc. ESMT Stock Holding History

Michael Gelband’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
Q3 		– Sell
-26,873
Closed -$513K – 2265
2023
Q2 		$513K Sell
26,873
-60,889
-69% -$1.08M ﹤0.01% 1347
2023
Q1 		$1.69M Sell
87,762
-7,009
-7% -$136K 0.01% 953
2022
Q4 		$1.67M Buy
94,771
+4,323
+5% +$79.4K 0.02% 727
2022
Q3 		$1.87M Sell
90,448
-16,966
-16% -$332K 0.02% 827
2022
Q2 		$1.73M Buy
+107,414
New +$2.13M 0.02% 846
2021
Q4 		– Sell
-24,474
Closed -$834K – 2728
2021
Q3 		$834K Buy
+24,474
New +$841K 0.01% 1112

Other funds holding ESMT

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $431M AUM 2.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Michael Gelband's ESMT Position: Q3 2023 in Review

Michael Gelband sold out of EngageSmart, Inc. (ESMT) in Q3 2023, closing a stake of 26,873 shares — an estimated $513K sold.

Michael Gelband first reported a position in ESMT in Q3 2021 and held it in 6 quarters. The position peaked at $1.87M in Q3 2022. 130 funds tracked by Wall St. Rank hold ESMT as of Q3 2023.

  • Michael Gelband reported no remaining EngageSmart, Inc. position as of Q3 2023 after selling out during the quarter.
  • Michael Gelband sold 26,873 EngageSmart, Inc. shares in Q3 2023, an estimated $513K.
  • Michael Gelband first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 6 quarters.
  • Michael Gelband's EngageSmart, Inc. position peaked at $1.87M in Q3 2022.
  • 130 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q3 2023.

Based on ExodusPoint Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.