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

PenderFund 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
2024 Q1	–	Sell	-14,173	Closed	-$430K	–	145
2023 Q4	$430K	Buy	+14,173	New	+$314K	0.14%	66

PenderFund Capital Management's ESMT Position: Q1 2024 in Review

PenderFund Capital Management sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 14,173 shares — an estimated $430K sold.

PenderFund Capital Management first reported a position in ESMT in Q4 2023 and held it in 1 quarter. The position peaked at $430K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

PenderFund Capital Management reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
PenderFund Capital Management sold 14,173 EngageSmart, Inc. shares in Q1 2024, an estimated $430K.
PenderFund Capital Management first reported a position in EngageSmart, Inc. in Q4 2023 and held it in 1 quarter.
PenderFund Capital Management's EngageSmart, Inc. position peaked at $430K in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on PenderFund Capital Management's 13F filing for Q1 2024, filed 15 May 2024.