MIM
ESMT

Monashee Investment Management’s EngageSmart, Inc. ESMT Stock Holding History

Monashee Investment Management’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
Q2 		– Sell
-105,000
Closed -$2.02M – 91
2023
Q1 		$2.02M Buy
+105,000
New +$2.03M 0.56% 36
2021
Q4 		– Sell
-60,000
Closed -$2.04M – 151
2021
Q3 		$2.04M Buy
+60,000
New +$2.06M 0.38% 61

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
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 $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Monashee Investment Management's ESMT Position: Q2 2023 in Review

Monashee Investment Management sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 105,000 shares — an estimated $2.02M sold.

Monashee Investment Management first reported a position in ESMT in Q3 2021 and held it in 2 quarters. The position peaked at $2.04M in Q3 2021. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

  • Monashee Investment Management reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
  • Monashee Investment Management sold 105,000 EngageSmart, Inc. shares in Q2 2023, an estimated $2.02M.
  • Monashee Investment Management first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 2 quarters.
  • Monashee Investment Management's EngageSmart, Inc. position peaked at $2.04M in Q3 2021.
  • 126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on Monashee Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.