SOW
ESMT

State of Wyoming’s EngageSmart, Inc. ESMT Stock Holding History

State of Wyoming’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
-9,635
Closed -$173K – 1868
2023
Q3 		$173K Sell
9,635
-5,293
-35% -$94.4K 0.04% 563
2023
Q2 		$285K Buy
14,928
+5,736
+62% +$102K 0.08% 208
2023
Q1 		$177K Sell
9,192
-1,393
-13% -$26.9K 0.06% 416
2022
Q4 		$186K Buy
+10,585
New +$194K 0.06% 388
2022
Q1 		– Sell
-28
Closed -$1K – 2075
2021
Q4 		$1K Buy
+28
New +$774 ﹤0.01% 1838

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

State of Wyoming's ESMT Position: Q4 2023 in Review

State of Wyoming sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 9,635 shares — an estimated $173K sold.

State of Wyoming first reported a position in ESMT in Q4 2021 and held it in 5 quarters. The position peaked at $285K in Q2 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • State of Wyoming reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • State of Wyoming sold 9,635 EngageSmart, Inc. shares in Q4 2023, an estimated $173K.
  • State of Wyoming first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 5 quarters.
  • State of Wyoming's EngageSmart, Inc. position peaked at $285K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on State of Wyoming's 13F filing for Q4 2023, filed 15 Feb 2024.