EngageSmart Ownership | Who Owns EngageSmart?
EngageSmart Ownership Summary
EngageSmart is owned by 94.35% institutional investors, and 5.65% retail investors. Fidelity Canadian Large Cap Sr B is the top mutual fund, with 2.23% of its assets in EngageSmart shares.
ESMT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | EngageSmart | 94.35% | - | 5.65% |
| Sector | Technology Stocks | 52.67% | 10.52% | 36.81% |
Institutional Shareholders
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2023 | 151 | 11.85% | 158,075,147 | 1.70% | 94 | 1.09% | 92 | 29.58% | 40 | -4.76% |
| Sep 30, 2023 | 135 | 3.05% | 155,428,091 | 0.28% | 93 | 1.07% | 71 | -5.33% | 42 | 7.69% |
| Jun 30, 2023 | 131 | -10.88% | 154,997,283 | 1.10% | 93 | 1.10% | 75 | -25.74% | 39 | 21.88% |
| Mar 31, 2023 | 147 | 23.53% | 153,311,654 | 1.43% | 92 | 1.08% | 101 | 32.89% | 32 | 14.29% |
| Dec 31, 2022 | 119 | 19.00% | 151,148,753 | 0.94% | 92 | 1.11% | 76 | 26.67% | 28 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Canadian Large Cap Sr B | 3.75M | 2.23% | - |
| Fidelity Monthly Income Series F | 710.39K | 0.42% | -29.34K |
| Fidelity Concntr Val Priv Pool Sr F | 699.00K | 0.42% | - |
| Fidelity NorthStar Sr F | 300.00K | 0.18% | - |
| Fidelity Global Value Long/Short B | 250.00K | 0.15% | - |
| Herald Ord | 200.00K | 0.12% | - |
| Fidelity Income Allocation Series A | 196.52K | 0.12% | 34.27K |
| Fidelity Balanced Private Pool Cl B | 148.13K | 0.09% | 67.51K |
| NT R2000 Growth Index Fund - NL | 145.79K | 0.09% | 94.00 |
| BlackRock Extended Mkt Composite | 106.88K | 0.06% | 32.08K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 02, 2024 | O'Brien Kevin William | See Remarks | Sell | $68.70K |
| Jan 02, 2024 | Seltzer Jonathan Cole | President, SMB Solutions | Sell | $80.15K |
| Dec 01, 2023 | O'Brien Kevin William | See Remarks | Sell | $68.46K |
| Dec 01, 2023 | Seltzer Jonathan Cole | President, SMB Solutions | Sell | $79.91K |
| Nov 27, 2023 | Donovan Patrick F | Chief Accounting Officer | Sell | $731.20K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | 7 |
| 2023 Q3 | - | 13 |
| 2023 Q2 | - | 17 |
| 2023 Q1 | - | 17 |
ESMT Ownership FAQ
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