SCA
ESMT

Summit Creek Advisors’s EngageSmart, Inc. ESMT Stock Holding History

Summit Creek Advisors’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
-323,307
Closed -$7.4M – 71
2023
Q4 		$7.4M Sell
323,307
-237,583
-42% -$5.27M 0.99% 43
2023
Q3 		$10.1M Buy
+560,890
New +$10M 1.37% 35