Summit Partners’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 | 
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        2023
         Q4  | $573M | Hold | 
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        2023
         Q3  | $450M | Hold | 
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| 
        
          
      
        2023
         Q2  | $477M | Hold | 
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    |||||
| 
        
          
      
        2023
         Q1  | $481M | Sell | 
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| 
        
          
      
        2022
         Q4  | $474M | Sell | 
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| 
        
          
      
        2022
         Q3  | $557M | Hold | 
         | 
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| 
        
          
      
        2022
         Q2  | $433M | Hold | 
         | 
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| 
        
          
      
        2022
         Q1  | $574M | Hold | 
         | 
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| 
        
          
      
        2021
         Q4  | $651M | Hold | 
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| 
        
          
      
        2021
         Q3  | $917M | Buy | 
         |