Zweig-DiMenna Associates’s EngageSmart, Inc. ESMT Stock Holding History

Zweig-DiMenna Associates’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 Q1	–	Sell	-15,000	Closed	-$264K	–	129
2022 Q4	$264K	Sell	15,000 -10,000	-40%	-$184K	0.04%	106
2022 Q3	$517K	Buy	+25,000	New	+$490K	0.11%	81
2021 Q4	–	Sell	-71,000	Closed	-$2.42M	–	157
2021 Q3	$2.42M	Buy	+71,000	New	+$2.44M	0.17%	112

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

Zweig-DiMenna Associates's ESMT Position: Q1 2023 in Review

Zweig-DiMenna Associates sold out of EngageSmart, Inc. (ESMT) in Q1 2023, closing a stake of 15,000 shares — an estimated $264K sold.

Zweig-DiMenna Associates first reported a position in ESMT in Q3 2021 and held it in 3 quarters. The position peaked at $2.42M in Q3 2021. 144 funds tracked by Wall St. Rank hold ESMT as of Q1 2023.

Zweig-DiMenna Associates reported no remaining EngageSmart, Inc. position as of Q1 2023 after selling out during the quarter.
Zweig-DiMenna Associates sold 15,000 EngageSmart, Inc. shares in Q1 2023, an estimated $264K.
Zweig-DiMenna Associates first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 3 quarters.
Zweig-DiMenna Associates's EngageSmart, Inc. position peaked at $2.42M in Q3 2021.
144 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2023.

Based on Zweig-DiMenna Associates's 13F filing for Q1 2023, filed 28 Apr 2023.