Senator Investment Group’s EngageSmart, Inc. ESMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-235,000
Closed -$5.38M 88
2023
Q4
$5.38M Sell
235,000
-765,000
-77% -$17M 0.23% 59
2023
Q3
$18M Sell
1,000,000
-350,000
-26% -$6.24M 1.01% 35
2023
Q2
$25.8M Hold
1,350,000
1.16% 33
2023
Q1
$26M Buy
1,350,000
+350,000
+35% +$6.77M 1.42% 27
2022
Q4
$17.6M Buy
1,000,000
+600,000
+150% +$11M 1.58% 20
2022
Q3
$8.28M Buy
400,000
+175,000
+78% +$3.43M 0.75% 36
2022
Q2
$3.62M Buy
+225,000
New +$4.47M 0.26% 47

Senator Investment Group's ESMT Position: Q1 2024 in Review

Senator Investment Group sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 235,000 shares — an estimated $5.38M sold.

Senator Investment Group first reported a position in ESMT in Q2 2022 and held it in 7 quarters. The position peaked at $26M in Q1 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Senator Investment Group reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Senator Investment Group sold 235,000 EngageSmart, Inc. shares in Q1 2024, an estimated $5.38M.
  • Senator Investment Group first reported a position in EngageSmart, Inc. in Q2 2022 and held it in 7 quarters.
  • Senator Investment Group's EngageSmart, Inc. position peaked at $26M in Q1 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Senator Investment Group's 13F filing for Q1 2024, filed 14 May 2024.