Summit Partners’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$37M | 34.79% | 1 |
|
|
2022
Q4 | $474M | Sell |
26,926,750
-2
| -0% | -$35 | 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 | +$917M | 31.63% | 1 |
|