Winton Group’s EngageSmart, Inc. ESMT Stock Holding History

Winton Group’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
2022 Q1	–	Sell	-10,707	Closed	-$258K	–	1186
2021 Q4	$258K	Buy	+10,707	New	+$296K	0.02%	873

Other funds holding ESMT

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Winton Group's ESMT Position: Q1 2022 in Review

Winton Group sold out of EngageSmart, Inc. (ESMT) in Q1 2022, closing a stake of 10,707 shares — an estimated $258K sold.

Winton Group first reported a position in ESMT in Q4 2021 and held it in 1 quarter. The position peaked at $258K in Q4 2021. 69 funds tracked by Wall St. Rank hold ESMT as of Q1 2022.

Winton Group reported no remaining EngageSmart, Inc. position as of Q1 2022 after selling out during the quarter.
Winton Group sold 10,707 EngageSmart, Inc. shares in Q1 2022, an estimated $258K.
Winton Group first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 1 quarter.
Winton Group's EngageSmart, Inc. position peaked at $258K in Q4 2021.
69 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2022.

Based on Winton Group's 13F filing for Q1 2022, filed 11 May 2022.