Woodline Partners’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,215,046
| Closed | -$27.8M | – | 675 |
|
|
2023
Q4 | $27.8M | Buy |
1,215,046
+1,204,614
| +11,547% | +$26.7M | 0.3% | 104 |
|
|
2023
Q3 | $188K | Buy |
+10,432
| New | +$186K | ﹤0.01% | 558 |
|
|
2023
Q1 | – | Sell |
-290,000
| Closed | -$5.1M | – | 850 |
|
|
2022
Q4 | $5.1M | Sell |
290,000
-1,228,950
| -81% | -$22.6M | 0.07% | 313 |
|
|
2022
Q3 | $31.4M | Sell |
1,518,950
-180,964
| -11% | -$3.55M | 0.46% | 55 |
|
|
2022
Q2 | $27.3M | Buy |
1,699,914
+119,628
| +8% | +$2.38M | 0.45% | 67 |
|
|
2022
Q1 | $33.7M | Buy |
1,580,286
+690,254
| +78% | +$14.3M | 0.56% | 47 |
|
|
2021
Q4 | $21.5M | Buy |
890,032
+529,285
| +147% | +$14.6M | 0.31% | 84 |
|
|
2021
Q3 | $12.3M | Buy |
+360,747
| New | +$12.4M | 0.2% | 138 |
|