Phase 2 Partners’s EngageSmart, Inc. ESMT Stock Holding History

Phase 2 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	-289,983	Closed	-$6M	–	29
2022 Q3	$6M	Buy	+289,983	New	+$5.68M	2.85%	22

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Phase 2 Partners's ESMT Position: Q4 2022 in Review

Phase 2 Partners sold out of EngageSmart, Inc. (ESMT) in Q4 2022, closing a stake of 289,983 shares — an estimated $6M sold.

Phase 2 Partners first reported a position in ESMT in Q3 2022 and held it in 1 quarter. The position peaked at $6M in Q3 2022. 120 funds tracked by Wall St. Rank hold ESMT as of Q4 2022.

Phase 2 Partners reported no remaining EngageSmart, Inc. position as of Q4 2022 after selling out during the quarter.
Phase 2 Partners sold 289,983 EngageSmart, Inc. shares in Q4 2022, an estimated $6M.
Phase 2 Partners first reported a position in EngageSmart, Inc. in Q3 2022 and held it in 1 quarter.
Phase 2 Partners's EngageSmart, Inc. position peaked at $6M in Q3 2022.
120 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2022.

Based on Phase 2 Partners's 13F filing for Q4 2022, filed 14 Feb 2023.