SFI
ESMT

Susquehanna Fundamental Investments’s EngageSmart, Inc. ESMT Stock Holding History

Susquehanna Fundamental Investments’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
2023
Q2 		– Sell
-12,614
Closed -$243K – 917
2023
Q1 		$243K Sell
12,614
-25,903
-67% -$501K 0.01% 826
2022
Q4 		$678K Buy
38,517
+20,474
+113% +$376K 0.01% 770
2022
Q3 		$373K Buy
+18,043
New +$354K 0.01% 1099

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

Susquehanna Fundamental Investments's ESMT Position: Q2 2023 in Review

Susquehanna Fundamental Investments sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 12,614 shares — an estimated $243K sold.

Susquehanna Fundamental Investments first reported a position in ESMT in Q3 2022 and held it in 3 quarters. The position peaked at $678K in Q4 2022. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

  • Susquehanna Fundamental Investments reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 12,614 EngageSmart, Inc. shares in Q2 2023, an estimated $243K.
  • Susquehanna Fundamental Investments first reported a position in EngageSmart, Inc. in Q3 2022 and held it in 3 quarters.
  • Susquehanna Fundamental Investments's EngageSmart, Inc. position peaked at $678K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2023, filed 11 Aug 2023.