ESMT

EngageSmart, Inc.
ESMT

Overview Fund Activity
Delisted

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

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103 hedge funds and large institutions have $3.11B invested in EngageSmart, Inc. in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+10
Holders Change %
+10.75%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
38
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$25.9M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$12.6M
3
BlackRock
BlackRock
New York
+$12.1M
4
CRCM
Cat Rock Capital Management
Connecticut
+$11M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$10.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$23M
3
WP
Woodline Partners
California
-$3.74M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.21M
5
OQS
Occudo Quantitative Strategies
Florida
-$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
1
General Atlantic
New York
$2.01B – – –
SP
2
Summit Partners
Massachusetts
$557M – – –
Millennium Management
3
Millennium Management
New York
$57.7M +$9.89M +477,830 +21%
BlackRock
4
BlackRock
New York
$56.4M +$12.1M +586,027 +27%
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$55.2M +$1.17M +56,361 +2%
DIG
6
Dragoneer Investment Group
California
$51.1M – – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$51M +$10.7M +517,918 +27%
WP
8
Woodline Partners
California
$31.4M -$3.74M -180,964 -11%
Macquarie Group
9
Macquarie Group
Australia
$25.9M +$25.9M +1,250,903 New
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$25.3M +$12.6M +610,222 +100%
DCM
11
Driehaus Capital Management
Illinois
$16.9M +$9.03M +436,492 +115%
State Street
12
State Street
Massachusetts
$15M +$3.36M +162,499 +29%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$14.2M +$5.92M +285,945 +72%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$11.2M +$5.45M +263,445 +95%
CRCM
15
Cat Rock Capital Management
Connecticut
$11M +$11M +531,800 New
SIG
16
Senator Investment Group
New York
$8.28M +$3.62M +175,000 +78%
Goldman Sachs
17
Goldman Sachs
New York
$7.19M +$6.04M +292,139 +527%
RJA
18
Raymond James & Associates
Florida
$7.07M +$226K +10,923 +3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.93M +$213K +10,298 +3%
Invesco
20
Invesco
Georgia
$6.84M +$221K +10,703 +3%
P2P
21
Phase 2 Partners
California
$6M +$6M +289,983 New
Northern Trust
22
Northern Trust
Illinois
$5.76M +$916K +44,257 +19%
Ameriprise
23
Ameriprise
Minnesota
$5.5M -$84.9K -4,102 -2%
Charles Schwab
24
Charles Schwab
California
$5.23M +$3.64M +176,099 +230%
IECM
25
Intrinsic Edge Capital Management
Illinois
$5.12M +$868K +41,965 +20%
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