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ESMT

EngageSmart, Inc.

Delisted

ESMT was delisted on the 25th of January, 2024.

94 hedge funds and large institutions have $2.36B invested in EngageSmart, Inc. in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

173% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 15

36% more funds holding

Funds holding: 6994 (+25)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less capital invested

Capital invested by funds: $3.07B → $2.36B (-$710M)

Holders
94
Holders Change
+25
Holders Change %
+36.23%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
41
Reduced
15
Closed
5
Calls
$9.72M
Puts
Net Calls
+$9.72M
Net Calls Change
+$5.55M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$1.56B
SP
2
Summit Partners
Massachusetts
$433M
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$42M +$9.08M +457,017 +21%
DIG
4
Dragoneer Investment Group
California
$39.7M -$23M -1,157,314 -32%
Millennium Management
5
Millennium Management
New York
$37.2M +$10.7M +536,820 +30%
BlackRock
6
BlackRock
New York
$34.4M +$19.9M +1,003,999 +88%
Vanguard Group
7
Vanguard Group
Pennsylvania
$31.3M +$35.6M +1,791,724 +1,161%
WP
8
Woodline Partners
California
$27.3M +$2.38M +119,628 +8%
Citadel Advisors
9
Citadel Advisors
Florida
$21.2M +$6.41M +322,566 +32%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$20.2M -$72.6M -3,657,667 -74%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$9.84M -$314K -15,802 -3%
State Street
12
State Street
Massachusetts
$9.07M +$6.36M +320,325 +131%
N
13
Nuveen
North Carolina
$6.41M +$7.19M +362,126 +1,001%
DCM
14
Driehaus Capital Management
Illinois
$6.12M +$7.56M +380,855 New
RJA
15
Raymond James & Associates
Florida
$5.32M -$402K -20,239 -6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$5.22M -$1.08M -54,573 -14%
Invesco
17
Invesco
Georgia
$5.15M +$5.62M +282,730 +759%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$4.45M +$2.65M +133,393 +93%
Ameriprise
19
Ameriprise
Minnesota
$4.34M +$462K +23,271 +9%
Northern Trust
20
Northern Trust
Illinois
$3.77M +$2.46M +123,738 +112%
SIG
21
Senator Investment Group
New York
$3.62M +$4.47M +225,000 New
Renaissance Technologies
22
Renaissance Technologies
New York
$3.54M +$1.98M +99,800 +83%
IECM
23
Intrinsic Edge Capital Management
Illinois
$3.31M +$1.14M +57,613 +39%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.23M +$49.2K +2,479 +1%
CSS
25
Cubist Systematic Strategies
Connecticut
$2.16M +$2.05M +103,160 +333%

ESMT Hedge Fund Activity: Q2 2022 in Review

94 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q2 2022, worth a combined $2.36B — down 23% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ESMT positions and 5 closed out — a net gain of 27 holders — while 41 added to existing stakes and 15 trimmed.

The largest buyer was Vanguard Group, adding an estimated $35.6M. The largest seller was Fidelity Investments, cutting an estimated $72.6M.

  • 94 institutional investors held EngageSmart, Inc. (ESMT) as of Q2 2022, up from 69 in Q1 2022.
  • Funds reported $2.36B of EngageSmart, Inc. stock for Q2 2022, down 23% quarter-over-quarter.
  • 32 funds opened new EngageSmart, Inc. positions in Q2 2022 and 5 closed out, a net change of +27 holders.
  • The largest EngageSmart, Inc. buyer in Q2 2022 was Vanguard Group, an estimated $35.6M added.
  • The largest EngageSmart, Inc. seller in Q2 2022 was Fidelity Investments, an estimated $72.6M sold.

Based on aggregated 13F filings for Q2 2022.