Simplex Trading’s EngageSmart, Inc. ESMT Stock Holding History

Simplex Trading’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 Q4	–	Sell	-11,457	Closed	-$254K	–	10168
2023 Q3	$206K	Sell	11,457 -16,309	-59%	-$291K	﹤0.01%	4321
2023 Q2	$530K	Buy	27,766 +6,717	+32%	+$119K	﹤0.01%	3254
2023 Q1	$405K	Buy	21,049 +19,571	+1,324%	+$379K	﹤0.01%	3499
2022 Q4	$26K	Buy	1,478 +1,279	+643%	+$23.5K	﹤0.01%	6630
2022 Q3	$4K	Buy	+199	New	+$3.9K	﹤0.01%	9002
2022 Q1	–	Sell	-37,755	Closed	-$783K	–	11671
2021 Q4	$910K	Buy	+37,755	New	+$1.04M	﹤0.01%	2993

Simplex Trading's ESMT Position: Q4 2023 in Review

Simplex Trading sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 11,457 shares — an estimated $254K sold.

Simplex Trading first reported a position in ESMT in Q4 2021 and held it in 6 quarters. The position peaked at $910K in Q4 2021. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

Simplex Trading reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
Simplex Trading sold 11,457 EngageSmart, Inc. shares in Q4 2023, an estimated $254K.
Simplex Trading first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 6 quarters.
Simplex Trading's EngageSmart, Inc. position peaked at $910K in Q4 2021.
149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Simplex Trading's 13F filing for Q4 2023, filed 2 Feb 2024.