PEAK6 Investments’s EngageSmart, Inc. ESMT Stock Holding History

PEAK6 Investments’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 Q4	–	Sell	-21,653	Closed	-$390K	–	4991
2023 Q3	$390K	Sell	21,653 -60,389	-74%	-$1.08M	﹤0.01%	2571
2023 Q2	$1.57M	Buy	82,042 +60,848	+287%	+$1.08M	0.01%	1368
2023 Q1	$408K	Buy	+21,194	New	+$410K	﹤0.01%	2560
2022 Q3	–	Sell	-82,042	Closed	-$1.57M	–	6386
2022 Q2	$1.57M	Buy	+82,042	New	+$1.63M	﹤0.01%	2608

Other funds holding ESMT

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

PEAK6 Investments's ESMT Position: Q4 2023 in Review

PEAK6 Investments sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 21,653 shares — an estimated $390K sold.

PEAK6 Investments first reported a position in ESMT in Q2 2022 and held it in 4 quarters. The position peaked at $1.57M in Q2 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

PEAK6 Investments reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
PEAK6 Investments sold 21,653 EngageSmart, Inc. shares in Q4 2023, an estimated $390K.
PEAK6 Investments first reported a position in EngageSmart, Inc. in Q2 2022 and held it in 4 quarters.
PEAK6 Investments's EngageSmart, Inc. position peaked at $1.57M in Q2 2023.
149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.