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

Prelude 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	-36,353	Closed	-$832K	–	1586
2023 Q4	$832K	Buy	+36,353	New	+$807K	0.06%	339
2023 Q3	–	Sell	-15,938	Closed	-$304K	–	1442
2023 Q2	$304K	Buy	15,938 +3,610	+29%	+$64.2K	0.02%	639
2023 Q1	$237K	Buy	+12,328	New	+$239K	0.01%	771

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

Prelude Capital Management sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 36,353 shares — an estimated $832K sold.

Prelude Capital Management first reported a position in ESMT in Q1 2023 and held it in 3 quarters. The position peaked at $832K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Prelude Capital Management reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Prelude Capital Management sold 36,353 EngageSmart, Inc. shares in Q1 2024, an estimated $832K.
Prelude Capital Management first reported a position in EngageSmart, Inc. in Q1 2023 and held it in 3 quarters.
Prelude Capital Management's EngageSmart, Inc. position peaked at $832K in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

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