Verition Fund Management
ESMT

Verition Fund Management’s EngageSmart, Inc. ESMT Stock Holding History

Verition Fund Management’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
-22,563
Closed -$434K – 2665
2023
Q1 		$434K Buy
+22,563
New +$437K 0.01% 1321

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $145B AUM 34.61% 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 $2.18B AUM 58.56% 1-Year Est. Return

Verition Fund Management's ESMT Position: Q2 2023 in Review

Verition Fund Management sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 22,563 shares — an estimated $434K sold.

Verition Fund Management first reported a position in ESMT in Q1 2023 and held it in 1 quarter. The position peaked at $434K in Q1 2023. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

  • Verition Fund Management reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
  • Verition Fund Management sold 22,563 EngageSmart, Inc. shares in Q2 2023, an estimated $434K.
  • Verition Fund Management first reported a position in EngageSmart, Inc. in Q1 2023 and held it in 1 quarter.
  • Verition Fund Management's EngageSmart, Inc. position peaked at $434K in Q1 2023.
  • 126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on Verition Fund Management's 13F filing for Q2 2023, filed 14 Aug 2023.