PP
ESMT

PDT Partners’s EngageSmart, Inc. ESMT Stock Holding History

PDT Partners’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
Q4 		– Sell
-10,010
Closed -$207K – 948
2022
Q3 		$207K Sell
10,010
-6,490
-39% -$127K 0.03% 709
2022
Q2 		$265K Buy
+16,500
New +$328K 0.02% 767

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PDT Partners's ESMT Position: Q4 2022 in Review

PDT Partners sold out of EngageSmart, Inc. (ESMT) in Q4 2022, closing a stake of 10,010 shares — an estimated $207K sold.

PDT Partners first reported a position in ESMT in Q2 2022 and held it in 2 quarters. The position peaked at $265K in Q2 2022. 120 funds tracked by Wall St. Rank hold ESMT as of Q4 2022.

  • PDT Partners reported no remaining EngageSmart, Inc. position as of Q4 2022 after selling out during the quarter.
  • PDT Partners sold 10,010 EngageSmart, Inc. shares in Q4 2022, an estimated $207K.
  • PDT Partners first reported a position in EngageSmart, Inc. in Q2 2022 and held it in 2 quarters.
  • PDT Partners's EngageSmart, Inc. position peaked at $265K in Q2 2022.
  • 120 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2022.

Based on PDT Partners's 13F filing for Q4 2022, filed 14 Feb 2023.