OCM
ESMT

Ovata Capital Management’s EngageSmart, Inc. ESMT Stock Holding History

Ovata Capital 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
2021
Q4 		– Sell
-400
Closed -$14K – 70
2021
Q3 		$14K Buy
+400
New +$13.7K 0.01% 45

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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Ovata Capital Management's ESMT Position: Q4 2021 in Review

Ovata Capital Management sold out of EngageSmart, Inc. (ESMT) in Q4 2021, closing a stake of 400 shares — an estimated $14K sold.

Ovata Capital Management first reported a position in ESMT in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 76 funds tracked by Wall St. Rank hold ESMT as of Q4 2021.

  • Ovata Capital Management reported no remaining EngageSmart, Inc. position as of Q4 2021 after selling out during the quarter.
  • Ovata Capital Management sold 400 EngageSmart, Inc. shares in Q4 2021, an estimated $14K.
  • Ovata Capital Management first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 1 quarter.
  • Ovata Capital Management's EngageSmart, Inc. position peaked at $14K in Q3 2021.
  • 76 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2021.

Based on Ovata Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.