Y-Intercept (HK)’s EngageSmart, Inc. ESMT Stock Holding History

Y-Intercept (HK)’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	-23,024	Closed	-$443K	–	1831
2023 Q1	$443K	Buy	+23,024	New	+$445K	0.05%	597

Other funds holding ESMT

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

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Y-Intercept (HK)'s ESMT Position: Q2 2023 in Review

Y-Intercept (HK) sold out of EngageSmart, Inc. (ESMT) in Q2 2023, closing a stake of 23,024 shares — an estimated $443K sold.

Y-Intercept (HK) first reported a position in ESMT in Q1 2023 and held it in 1 quarter. The position peaked at $443K in Q1 2023. 126 funds tracked by Wall St. Rank hold ESMT as of Q2 2023.

Y-Intercept (HK) reported no remaining EngageSmart, Inc. position as of Q2 2023 after selling out during the quarter.
Y-Intercept (HK) sold 23,024 EngageSmart, Inc. shares in Q2 2023, an estimated $443K.
Y-Intercept (HK) first reported a position in EngageSmart, Inc. in Q1 2023 and held it in 1 quarter.
Y-Intercept (HK)'s EngageSmart, Inc. position peaked at $443K in Q1 2023.
126 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2023.

Based on Y-Intercept (HK)'s 13F filing for Q2 2023, filed 14 Aug 2023.