Summit Creek Advisors’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
-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

Summit Creek Advisors's ESMT Position: Q1 2024 in Review

Summit Creek Advisors sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 323,307 shares — an estimated $7.4M sold.

Summit Creek Advisors first reported a position in ESMT in Q3 2023 and held it in 2 quarters. The position peaked at $10.1M in Q3 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Summit Creek Advisors reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Summit Creek Advisors sold 323,307 EngageSmart, Inc. shares in Q1 2024, an estimated $7.4M.
  • Summit Creek Advisors first reported a position in EngageSmart, Inc. in Q3 2023 and held it in 2 quarters.
  • Summit Creek Advisors's EngageSmart, Inc. position peaked at $10.1M in Q3 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Summit Creek Advisors's 13F filing for Q1 2024, filed 10 May 2024.