Summit Partners’s EngageSmart, Inc. ESMT Stock Holding History

Summit Partners’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	-25,004,973	Closed	-$573M	–	11
2023 Q4	$573M	Hold	25,004,973	–	–	20.89%	2
2023 Q3	$450M	Hold	25,004,973	–	–	15.42%	2
2023 Q2	$477M	Hold	25,004,973	–	–	34.59%	1
2023 Q1	$481M	Sell	25,004,973 -1,921,777	-7%	-$37.2M	34.79%	1
2022 Q4	$474M	Sell	26,926,750 -2	-0%	-$37	38.68%	1
2022 Q3	$557M	Hold	26,926,752	–	–	38.75%	1
2022 Q2	$433M	Hold	26,926,752	–	–	28.95%	1
2022 Q1	$574M	Hold	26,926,752	–	–	25.45%	1
2021 Q4	$651M	Hold	26,926,752	–	–	20.82%	3
2021 Q3	$917M	Buy	+26,926,752	New	+$925M	31.63%	1

Summit Partners's ESMT Position: Q1 2024 in Review

Summit Partners sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 25,004,973 shares — an estimated $573M sold.

Summit Partners first reported a position in ESMT in Q3 2021 and held it in 10 quarters. The position peaked at $917M in Q3 2021. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Summit Partners reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Summit Partners sold 25,004,973 EngageSmart, Inc. shares in Q1 2024, an estimated $573M.
Summit Partners first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 10 quarters.
Summit Partners's EngageSmart, Inc. position peaked at $917M in Q3 2021.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Summit Partners's 13F filing for Q1 2024, filed 15 May 2024.