Prudential Financial’s EngageSmart, Inc. ESMT Stock Holding History

Prudential Financial’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 Q2	–	Sell	-112,310	Closed	-$2.16M	–	2749
2023 Q1	$2.16M	Sell	112,310 -45,325	-29%	-$877K	﹤0.01%	1287
2022 Q4	$2.77M	Buy	157,635 +24,220	+18%	+$445K	﹤0.01%	1148
2022 Q3	$2.76M	Buy	133,415 +1,100	+0.8%	+$21.6K	﹤0.01%	1140
2022 Q2	$2.13M	Buy	132,315 +65,075	+97%	+$1.29M	﹤0.01%	1360
2022 Q1	$1.43M	Buy	+67,240	New	+$1.39M	﹤0.01%	1704

Other funds holding ESMT

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

Summit Partners Boston, Massachusetts $670M AUM 6.71% 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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Prudential Financial's ESMT Position: Q2 2023 in Review

Prudential Financial sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 112,310 shares — an estimated $2.16M sold.

Prudential Financial first reported a position in ESMT in Q1 2022 and held it in 5 quarters. The position peaked at $2.77M in Q4 2022. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

Prudential Financial reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
Prudential Financial sold 112,310 EngageSmart, Inc. shares in Q2 2023, an estimated $2.16M.
Prudential Financial first reported a position in EngageSmart, Inc. in Q1 2022 and held it in 5 quarters.
Prudential Financial's EngageSmart, Inc. position peaked at $2.77M in Q4 2022.
126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on Prudential Financial's 13F filing for Q2 2023, filed 11 Aug 2023.