PPA
ESMT

Parametric Portfolio Associates’s EngageSmart, Inc. ESMT Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$361K Buy
+16,923
New +$351K ﹤0.01% 3222

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Parametric Portfolio Associates's ESMT Position: Q1 2022 in Review

Parametric Portfolio Associates opened a new position in EngageSmart, Inc. (ESMT) in Q1 2022: 16,923 shares worth $361K. The stake represents ﹤0.01% of the portfolio and ranks #3222 among its holdings.

69 funds tracked by Wall St. Rank hold ESMT as of Q1 2022.

  • Parametric Portfolio Associates held 16,923 shares of EngageSmart, Inc. worth $361K as of Q1 2022.
  • EngageSmart, Inc. was a new Parametric Portfolio Associates position in Q1 2022.
  • EngageSmart, Inc. made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3222 holding.
  • 69 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.