EngageSmart Ownership 2024 | Who Owns EngageSmart Now?
Institutional Ownership
94.35%
Insider Ownership
4.63%
Retail Ownership
1.02%
Institutional Holders
151.00
EngageSmart Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -24,164 | -100.00% | - | Mar 31, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -187,426 | -100.00% | - | Mar 31, 2024 |
| US BANCORP \DE\ | - | - | - | -24 | -100.00% | - | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -675,287 | -100.00% | - | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -15,564 | -100.00% | - | Mar 31, 2024 |
| NORTHERN TRUST CORP | - | - | - | -463,524 | -100.00% | - | Mar 31, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -22,293 | -100.00% | - | Mar 31, 2024 |
| STATE STREET CORP | - | - | - | -1,283,453 | -100.00% | - | Mar 31, 2024 |
| VANGUARD GROUP INC | - | - | - | -5,160,033 | -100.00% | - | Mar 31, 2024 |
| BARCLAYS PLC | - | - | - | -158,959 | -100.00% | - | Mar 31, 2024 |
| FMR LLC | - | - | - | -32,328 | -100.00% | - | Mar 31, 2024 |
| FIL LTD | - | - | - | -6,733,388 | -100.00% | - | Mar 31, 2024 |
| SEI INVESTMENTS CO | - | - | - | -10,815 | -100.00% | - | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -908,195 | -100.00% | - | Mar 31, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -25 | -100.00% | - | Mar 31, 2024 |
| STIFEL FINANCIAL CORP | - | - | - | -13,635 | -100.00% | - | Mar 31, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,799 | -100.00% | - | Mar 31, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -51,555 | -100.00% | - | Mar 31, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -19,492 | -100.00% | - | Mar 31, 2024 |
| GAMCO INVESTORS, INC. ET AL | - | - | - | -125,683 | -100.00% | - | Mar 31, 2024 |
EngageSmart's largest institutional shareholder is AMERICAN INTERNATIONAL GROUP, INC., holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -24,164 | -100.00% | - | Mar 31, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -187,426 | -100.00% | - | Mar 31, 2024 |
| US BANCORP \DE\ | - | - | - | -24 | -100.00% | - | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -675,287 | -100.00% | - | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -15,564 | -100.00% | - | Mar 31, 2024 |
| NORTHERN TRUST CORP | - | - | - | -463,524 | -100.00% | - | Mar 31, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -22,293 | -100.00% | - | Mar 31, 2024 |
| STATE STREET CORP | - | - | - | -1,283,453 | -100.00% | - | Mar 31, 2024 |
| VANGUARD GROUP INC | - | - | - | -5,160,033 | -100.00% | - | Mar 31, 2024 |
| BARCLAYS PLC | - | - | - | -158,959 | -100.00% | - | Mar 31, 2024 |
| FMR LLC | - | - | - | -32,328 | -100.00% | - | Mar 31, 2024 |
| FIL LTD | - | - | - | -6,733,388 | -100.00% | - | Mar 31, 2024 |
| SEI INVESTMENTS CO | - | - | - | -10,815 | -100.00% | - | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -908,195 | -100.00% | - | Mar 31, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -25 | -100.00% | - | Mar 31, 2024 |
| STIFEL FINANCIAL CORP | - | - | - | -13,635 | -100.00% | - | Mar 31, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,799 | -100.00% | - | Mar 31, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -51,555 | -100.00% | - | Mar 31, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -19,492 | -100.00% | - | Mar 31, 2024 |
| GAMCO INVESTORS, INC. ET AL | - | - | - | -125,683 | -100.00% | - | Mar 31, 2024 |
The largest EngageSmart shareholder by % of total assets is AMERICAN INTERNATIONAL GROUP, INC.. The company owns 0.00 shares of EngageSmart (ESMT), representing 0.00% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLWORTH FINANCIAL LP | - | - | - | -15 | -100.00% | - | Mar 31, 2024 |
| US BANCORP \DE\ | - | - | - | -24 | -100.00% | - | Mar 31, 2024 |
| LINDBROOK CAPITAL, LLC | - | - | - | -25 | -100.00% | - | Mar 31, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -25 | -100.00% | - | Mar 31, 2024 |
| GLASSMAN WEALTH SERVICES | - | - | - | -31 | -100.00% | - | Mar 31, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -50 | -100.00% | - | Mar 31, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | - | - | -68 | -100.00% | - | Mar 31, 2024 |
| COSTON, MCISAAC & PARTNERS | - | - | - | -286 | -100.00% | - | Mar 31, 2024 |
| SIGNATUREFD, LLC | - | - | - | -294 | -100.00% | - | Mar 31, 2024 |
| ROSENBERG MATTHEW HAMILTON | - | - | - | -300 | -100.00% | - | Mar 31, 2024 |
| QUADRANT CAPITAL GROUP LLC | - | - | - | -367 | -100.00% | - | Mar 31, 2024 |
| NISA INVESTMENT ADVISORS, LLC | - | - | - | -635 | -100.00% | - | Mar 31, 2024 |
| PARALLEL ADVISORS, LLC | - | - | - | -678 | -100.00% | - | Mar 31, 2024 |
| FEDERATED HERMES, INC. | - | - | - | -973 | -100.00% | - | Mar 31, 2024 |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | - | - | - | -1,032 | -100.00% | - | Mar 31, 2024 |
| CWM, LLC | - | - | - | -1,662 | -100.00% | - | Mar 31, 2024 |
| NEXT CENTURY GROWTH INVESTORS LLC | - | - | - | -1,859 | -100.00% | - | Mar 31, 2024 |
| QUEST PARTNERS LLC | - | - | - | -2,493 | -100.00% | - | Mar 31, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,799 | -100.00% | - | Mar 31, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | - | - | - | -3,057 | -100.00% | - | Mar 31, 2024 |
As of Mar 31 2024, EngageSmart's largest institutional buyer is ALLWORTH FINANCIAL LP. The company purchased -15.00 stocks of ESMT, valued at -.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GENERAL ATLANTIC, L.P. | - | - | - | -90,271,540 | -100.00% | - | Mar 31, 2024 |
| SUMMIT PARTNERS L P | - | - | - | -25,004,973 | -100.00% | - | Mar 31, 2024 |
| FIL LTD | - | - | - | -6,733,388 | -100.00% | - | Mar 31, 2024 |
| VANGUARD GROUP INC | - | - | - | -5,160,033 | -100.00% | - | Mar 31, 2024 |
| BLACKROCK INC. | - | - | - | -4,017,980 | -100.00% | - | Mar 31, 2024 |
| DRAGONEER INVESTMENT GROUP, LLC | - | - | - | -2,191,705 | -100.00% | - | Mar 31, 2024 |
| NEXPOINT ASSET MANAGEMENT, L.P. | - | - | - | -1,552,308 | -100.00% | - | Mar 31, 2024 |
| STATE STREET CORP | - | - | - | -1,283,453 | -100.00% | - | Mar 31, 2024 |
| WOODLINE PARTNERS LP | - | - | - | -1,215,046 | -100.00% | - | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -1,077,492 | -100.00% | - | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | - | - | - | -989,378 | -100.00% | - | Mar 31, 2024 |
| MORGAN STANLEY | - | - | - | -970,529 | -100.00% | - | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -908,195 | -100.00% | - | Mar 31, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -891,994 | -100.00% | - | Mar 31, 2024 |
| GLAZER CAPITAL, LLC | - | - | - | -811,514 | -100.00% | - | Mar 31, 2024 |
| GABELLI FUNDS LLC | - | - | - | -786,375 | -100.00% | - | Mar 31, 2024 |
| WATER ISLAND CAPITAL LLC | - | - | - | -781,752 | -100.00% | - | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -744,000 | -100.00% | - | Mar 31, 2024 |
| JANUS HENDERSON GROUP PLC | - | - | - | -740,143 | -100.00% | - | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -680,970 | -100.00% | - | Mar 31, 2024 |
As of Mar 31 2024, EngageSmart's biggest institutional seller is GENERAL ATLANTIC, L.P.. The company sold -90.27M shares of ESMT, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GENERAL ATLANTIC, L.P. | - | - | - | -90,271,540 | -100.00% | - | Mar 31, 2024 |
| SUMMIT PARTNERS L P | - | - | - | -25,004,973 | -100.00% | - | Mar 31, 2024 |
| FIL LTD | - | - | - | -6,733,388 | -100.00% | - | Mar 31, 2024 |
| VANGUARD GROUP INC | - | - | - | -5,160,033 | -100.00% | - | Mar 31, 2024 |
| BLACKROCK INC. | - | - | - | -4,017,980 | -100.00% | - | Mar 31, 2024 |
| DRAGONEER INVESTMENT GROUP, LLC | - | - | - | -2,191,705 | -100.00% | - | Mar 31, 2024 |
| NEXPOINT ASSET MANAGEMENT, L.P. | - | - | - | -1,552,308 | -100.00% | - | Mar 31, 2024 |
| STATE STREET CORP | - | - | - | -1,283,453 | -100.00% | - | Mar 31, 2024 |
| WOODLINE PARTNERS LP | - | - | - | -1,215,046 | -100.00% | - | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -1,077,492 | -100.00% | - | Mar 31, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | - | - | - | -989,378 | -100.00% | - | Mar 31, 2024 |
| MORGAN STANLEY | - | - | - | -970,529 | -100.00% | - | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | - | - | - | -908,195 | -100.00% | - | Mar 31, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -891,994 | -100.00% | - | Mar 31, 2024 |
| GLAZER CAPITAL, LLC | - | - | - | -811,514 | -100.00% | - | Mar 31, 2024 |
| GABELLI FUNDS LLC | - | - | - | -786,375 | -100.00% | - | Mar 31, 2024 |
| WATER ISLAND CAPITAL LLC | - | - | - | -781,752 | -100.00% | - | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -744,000 | -100.00% | - | Mar 31, 2024 |
| JANUS HENDERSON GROUP PLC | - | - | - | -740,143 | -100.00% | - | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -680,970 | -100.00% | - | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -675,287 | -100.00% | - | Mar 31, 2024 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | - | - | - | -651,200 | -100.00% | - | Mar 31, 2024 |
| BROWN CAPITAL MANAGEMENT LLC | - | - | - | -630,229 | -100.00% | - | Mar 31, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -488,962 | -100.00% | - | Mar 31, 2024 |
| NORTHERN TRUST CORP | - | - | - | -463,524 | -100.00% | - | Mar 31, 2024 |
| GABELLI & CO INVESTMENT ADVISERS, INC. | - | - | - | -401,000 | -100.00% | - | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | - | - | - | -361,061 | -100.00% | - | Mar 31, 2024 |
| ALPINE ASSOCIATES MANAGEMENT INC. | - | - | - | -354,500 | -100.00% | - | Mar 31, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -351,742 | -100.00% | - | Mar 31, 2024 |
| SUMMIT CREEK ADVISORS LLC | - | - | - | -323,307 | -100.00% | - | Mar 31, 2024 |
| MAN GROUP PLC | - | - | - | -300,000 | -100.00% | - | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -285,436 | -100.00% | - | Mar 31, 2024 |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | - | - | - | -280,199 | -100.00% | - | Mar 31, 2024 |
| CREDIT SUISSE AG/ | - | - | - | -267,944 | -100.00% | - | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -245,687 | -100.00% | - | Mar 31, 2024 |
| SENATOR INVESTMENT GROUP LP | - | - | - | -235,000 | -100.00% | - | Mar 31, 2024 |
| UBS GROUP AG | - | - | - | -233,845 | -100.00% | - | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -209,713 | -100.00% | - | Mar 31, 2024 |
| HERALD INVESTMENT MANAGEMENT LTD | - | - | - | -200,000 | -100.00% | - | Mar 31, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -187,426 | -100.00% | - | Mar 31, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | - | - | - | -173,600 | -100.00% | - | Mar 31, 2024 |
| BARCLAYS PLC | - | - | - | -158,959 | -100.00% | - | Mar 31, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -140,598 | -100.00% | - | Mar 31, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -137,236 | -100.00% | - | Mar 31, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -132,574 | -100.00% | - | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -131,554 | -100.00% | - | Mar 31, 2024 |
| AQR ARBITRAGE LLC | - | - | - | -128,304 | -100.00% | - | Mar 31, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | - | - | - | -127,736 | -100.00% | - | Mar 31, 2024 |
| GAMCO INVESTORS, INC. ET AL | - | - | - | -125,683 | -100.00% | - | Mar 31, 2024 |
| TWO SIGMA ADVISERS, LP | - | - | - | -122,300 | -100.00% | - | Mar 31, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | - | - | - | -100,000 | -100.00% | - | Mar 31, 2024 |
| SWISS NATIONAL BANK | - | - | - | -98,900 | -100.00% | - | Mar 31, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -87,808 | -100.00% | - | Mar 31, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -71,031 | -100.00% | - | Mar 31, 2024 |
| CARMIGNAC GESTION | - | - | - | -68,389 | -100.00% | - | Mar 31, 2024 |
| RHUMBLINE ADVISERS | - | - | - | -66,461 | -100.00% | - | Mar 31, 2024 |
| HRT FINANCIAL LP | - | - | - | -66,126 | -100.00% | - | Mar 31, 2024 |
| ALLIANCEBERNSTEIN L.P. | - | - | - | -64,630 | -100.00% | - | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | - | - | - | -63,253 | -100.00% | - | Mar 31, 2024 |
| BROWN ADVISORY INC | - | - | - | -62,822 | -100.00% | - | Mar 31, 2024 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | - | - | - | -52,967 | -100.00% | - | Mar 31, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | - | - | - | -52,712 | -100.00% | - | Mar 31, 2024 |
| LEGAL & GENERAL GROUP PLC | - | - | - | -51,555 | -100.00% | - | Mar 31, 2024 |
| AMERIPRISE FINANCIAL INC | - | - | - | -45,586 | -100.00% | - | Mar 31, 2024 |
| OXFORD ASSET MANAGEMENT LLP | - | - | - | -45,192 | -100.00% | - | Mar 31, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -45,000 | -100.00% | - | Mar 31, 2024 |
| CITADEL ADVISORS LLC | - | - | - | -43,883 | -100.00% | - | Mar 31, 2024 |
| DEUTSCHE BANK AG\ | - | - | - | -42,709 | -100.00% | - | Mar 31, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -36,353 | -100.00% | - | Mar 31, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | - | - | - | -36,185 | -100.00% | - | Mar 31, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -35,802 | -100.00% | - | Mar 31, 2024 |
| JANE STREET GROUP, LLC | - | - | - | -34,652 | -100.00% | - | Mar 31, 2024 |
| RAYMOND JAMES & ASSOCIATES | - | - | - | -34,525 | -100.00% | - | Mar 31, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -32,774 | -100.00% | - | Mar 31, 2024 |
| FMR LLC | - | - | - | -32,328 | -100.00% | - | Mar 31, 2024 |
| FORA CAPITAL, LLC | - | - | - | -31,752 | -100.00% | - | Mar 31, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -31,267 | -100.00% | - | Mar 31, 2024 |
| RENAISSANCE CAPITAL LLC | - | - | - | -30,774 | -100.00% | - | Mar 31, 2024 |
| STRS OHIO | - | - | - | -30,700 | -100.00% | - | Mar 31, 2024 |
| BCK CAPITAL MANAGEMENT LP | - | - | - | -30,500 | -100.00% | - | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -27,922 | -100.00% | - | Mar 31, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | - | - | - | -27,678 | -100.00% | - | Mar 31, 2024 |
| MARSHALL WACE, LLP | - | - | - | -26,900 | -100.00% | - | Mar 31, 2024 |
| BLACKSTONE INC. | - | - | - | -26,554 | -100.00% | - | Mar 31, 2024 |
| METLIFE INVESTMENT MANAGEMENT, LLC | - | - | - | -25,965 | -100.00% | - | Mar 31, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | - | - | - | -25,695 | -100.00% | - | Mar 31, 2024 |
| GUGGENHEIM CAPITAL LLC | - | - | - | -25,320 | -100.00% | - | Mar 31, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -24,164 | -100.00% | - | Mar 31, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -23,415 | -100.00% | - | Mar 31, 2024 |
| INVESCO LTD. | - | - | - | -22,614 | -100.00% | - | Mar 31, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -22,590 | -100.00% | - | Mar 31, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -22,293 | -100.00% | - | Mar 31, 2024 |
| DLD ASSET MANAGEMENT, LP | - | - | - | -22,000 | -100.00% | - | Mar 31, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -21,686 | -100.00% | - | Mar 31, 2024 |
| XTX TOPCO LTD | - | - | - | -20,736 | -100.00% | - | Mar 31, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | - | - | - | -19,562 | -100.00% | - | Mar 31, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -19,492 | -100.00% | - | Mar 31, 2024 |
| HARVEST MANAGEMENT LLC | - | - | - | -19,000 | -100.00% | - | Mar 31, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | - | - | - | -19,000 | -100.00% | - | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -15,844 | -100.00% | - | Mar 31, 2024 |
EngageSmart's largest sold out institutional shareholder by shares sold is GENERAL ATLANTIC, L.P., sold -90.27M shares, valued at -, as of undefined.
EngageSmart Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HARTFORD HLS SERIES FUND II INC | 1.33% | 325,615 | - | - | Dec 31, 2023 |
| Elevation Series Trust | 0.37% | 18,043 | - | - | Jan 31, 2024 |
| NEXPOINT FUNDS I | 0.35% | 1,343,637 | 1,343,637 | - | Dec 31, 2023 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.33% | 382,222 | - | - | Mar 28, 2024 |
| Vanguard Montgomery Funds | 0.20% | 48,590 | - | - | Mar 31, 2024 |
| Gabelli 787 Fund, Inc. | 0.19% | 16,000 | - | - | Jan 31, 2024 |
| ARBITRAGE FUNDS | 0.12% | 563,072 | - | - | Feb 29, 2024 |
| GDL FUND | 0.12% | 165,000 | 165,000 | - | Dec 29, 2023 |
| Brown Capital Management Mutual Funds | 0.11% | 339,724 | 339,724 | - | Dec 31, 2023 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.11% | 68,808 | - | - | Feb 29, 2024 |
| ALLSPRING VARIABLE TRUST | 0.08% | 52,261 | - | - | Mar 31, 2024 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.08% | 9,639 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.07% | 323,805 | - | - | Mar 28, 2024 |
| GABELLI INVESTOR FUNDS INC | 0.06% | 150,000 | 150,000 | - | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.06% | 30,172 | - | - | Mar 31, 2024 |
| RENAISSANCE CAPITAL GREENWICH FUNDS | 0.04% | 30,774 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.02% | 194,400 | - | - | Mar 31, 2024 |
| Comstock Funds, Inc. | 0.02% | 500 | - | - | Jan 31, 2024 |
| Investment Managers Series Trust II | 0.02% | 290,890 | - | - | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.02% | 31,687 | - | - | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.02% | 24,657 | 24,628 | 84924.14% | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 62,224 | - | - | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.02% | 2,998 | - | - | Mar 28, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.02% | 139,204 | - | - | Mar 28, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 88,138 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 7,412 | - | - | Mar 31, 2024 |
| AltShares Trust | 0.01% | 2,000 | - | - | Feb 29, 2024 |
| AZZAD FUNDS | 0.01% | 25,571 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Funds | 0.01% | 205,000 | - | - | Jan 31, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.01% | 301,630 | - | - | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.01% | 44,421 | 43,978 | 9927.31% | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.01% | 4,345,843 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 116,691 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 669,403 | - | - | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.01% | 1,045,273 | - | - | Feb 29, 2024 |
| Ivy Variable Insurance Portfolios | 0.01% | 124,213 | - | - | Mar 28, 2024 |
| FIDELITY DESTINY PORTFOLIOS | 0.00% | 9,900 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 1,096,550 | - | - | Feb 29, 2024 |
| IVY FUNDS | 0.00% | 1,459,717 | - | - | Mar 28, 2024 |
| PUTNAM FUNDS TRUST | 0.00% | 749,245 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 742 | - | - | Mar 31, 2024 |
| AMG FUNDS | 0.00% | 96,700 | - | - | Mar 28, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 145,058 | - | - | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 133,594 | - | - | Feb 29, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 286,757 | - | - | Mar 31, 2024 |
| FORUM FUNDS | 0.00% | 5,890 | - | - | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 6,842 | - | - | Mar 31, 2024 |
| UBS FUNDS | 0.00% | 12,000 | - | - | Mar 31, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.00% | 108,040 | - | - | Feb 29, 2024 |
| BlackRock ETF Trust | 0.00% | 2,094 | - | - | Jan 31, 2024 |
| CREDIT SUISSE OPPORTUNITY FUNDS | 0.00% | 106,159 | - | - | Jan 31, 2024 |
| Ultimus Managers Trust | 0.00% | 26,140 | - | - | Feb 29, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 685,508 | - | - | Dec 31, 2023 |
| Forethought Variable Insurance Trust | 0.00% | 8,411 | - | - | Mar 28, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 392,708 | - | - | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 4,794 | - | - | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 20,061 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 45,486 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 15,861 | - | - | Mar 31, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 156,078 | - | - | Mar 31, 2024 |
| HARTFORD MUTUAL FUNDS II INC | 0.00% | 190,381 | - | - | Jan 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 6,396 | - | - | Jan 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 52,258 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 29,511 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 57,629 | - | - | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 381,642 | - | - | Jan 31, 2024 |
| Series Portfolios Trust | 0.00% | 5,247 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 804,260 | - | - | Jan 31, 2024 |
| Janus Detroit Street Trust | 0.00% | 104,753 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 19,457 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 6,861 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 2,171 | - | - | Mar 31, 2024 |
| Global X Funds | 0.00% | 22,590 | - | - | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,378 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 525,173 | - | - | Mar 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 230,371 | - | - | Feb 29, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 24,657 | - | - | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 31,801 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 3,400 | - | - | Mar 28, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 5,774 | - | - | Jan 31, 2024 |
| PUTNAM VARIABLE TRUST | 0.00% | 10,465 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 17,200 | - | - | Mar 31, 2024 |
| NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.00% | 2,956 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 239,996 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 18,828 | - | - | Feb 29, 2024 |
| ETF Series Solutions | 0.00% | 4,021 | - | - | Jan 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 563,050 | - | - | Mar 31, 2024 |
| RIVERPARK FUNDS TRUST | 0.00% | 1,402 | - | - | Dec 31, 2023 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 21,087 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 21,461 | - | - | Mar 28, 2024 |
| Trust for Advised Portfolios | 0.00% | 2,914 | - | - | Dec 31, 2023 |
| OHIO NATIONAL FUND INC | 0.00% | 2,573 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 2,806 | - | - | Feb 29, 2024 |
| iSHARES TRUST | 0.00% | 1,780,187 | - | - | Mar 31, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 997 | - | - | Feb 29, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 195,651 | - | - | Feb 29, 2024 |
| T. Rowe Price Multi-Strategy Total Return Fund, Inc. | 0.00% | 15,875 | - | - | Jan 31, 2024 |
| LAZARD FUNDS INC | 0.00% | 3,712 | - | - | Mar 31, 2024 |
| PROSHARES TRUST | 0.00% | 19,923 | - | - | Feb 29, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 21,943 | - | - | Jan 31, 2024 |
EngageSmart's largest mutual fund holder by % of total assets is "HARTFORD HLS SERIES FUND II INC", owning 325.62K shares, compromising 1.33% of its total assets.
EngageSmart Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Dec, 23 | 151 | 11.85% |
| 30 Sep, 23 | 135 | 3.05% |
| 30 Jun, 23 | 131 | -10.88% |
| 31 Mar, 23 | 147 | 23.53% |
| 31 Dec, 22 | 119 | 19.00% |
| 30 Sep, 22 | 100 | 7.53% |
| 30 Jun, 22 | 93 | 25.68% |
| 31 Mar, 22 | 74 | -6.33% |
| 31 Dec, 21 | 79 | 3.95% |
| 30 Sep, 21 | 76 | - |
As of 31 Dec 23, 151 institutions are holding EngageSmart's shares, representing an increase of 11.85% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Dec, 23 | 158,075,147 | 1.70% |
| 30 Sep, 23 | 155,428,091 | 0.28% |
| 30 Jun, 23 | 154,997,283 | 1.10% |
| 31 Mar, 23 | 153,311,654 | 1.43% |
| 31 Dec, 22 | 151,148,753 | 0.94% |
| 30 Sep, 22 | 149,734,196 | 1.89% |
| 30 Jun, 22 | 146,955,078 | 1.90% |
| 31 Mar, 22 | 144,216,699 | 1.43% |
| 31 Dec, 21 | 142,183,227 | 1.25% |
| 30 Sep, 21 | 140,421,382 | - |
EngageSmart (ESMT) has 158.08M shares outstanding as of 31 Dec 23, up 1.70% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Dec, 23 | 94.35% | 1.09% |
| 30 Sep, 23 | 93.13% | 1.07% |
| 30 Jun, 23 | 93.17% | 1.10% |
| 31 Mar, 23 | 92.16% | 1.08% |
| 31 Dec, 22 | 92.27% | 1.11% |
| 30 Sep, 22 | 91.06% | 1.12% |
| 30 Jun, 22 | 90.16% | 1.14% |
| 31 Mar, 22 | 88.94% | 1.15% |
| 31 Dec, 21 | 87.92% | 0.99% |
| 30 Sep, 21 | 94.22% | - |
As of 31 Dec 23, EngageSmart is held by 94.35% institutional shareholders, representing a 1.09% growth compared to 30 Sep 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Dec, 23 | 92 | 29.58% |
| 30 Sep, 23 | 71 | -5.33% |
| 30 Jun, 23 | 75 | -25.74% |
| 31 Mar, 23 | 101 | 32.89% |
| 31 Dec, 22 | 76 | 26.67% |
| 30 Sep, 22 | 60 | -11.76% |
| 30 Jun, 22 | 68 | 47.83% |
| 31 Mar, 22 | 46 | -19.30% |
| 31 Dec, 21 | 57 | -25.00% |
| 30 Sep, 21 | 76 | - |
92 institutional shareholders have increased their position in ESMT stock as of 31 Dec 23 compared to 71 in the previous quarter (a 29.58% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Dec, 23 | 40 | -4.76% |
| 30 Sep, 23 | 42 | 7.69% |
| 30 Jun, 23 | 39 | 21.88% |
| 31 Mar, 23 | 32 | 14.29% |
| 31 Dec, 22 | 28 | - |
| 30 Sep, 22 | 28 | 86.67% |
| 30 Jun, 22 | 15 | -21.05% |
| 31 Mar, 22 | 19 | 90.00% |
| 31 Dec, 21 | 10 | - |
| 30 Sep, 21 | - | - |
40 institutional shareholders have reduced their position in ESMT stock as of 31 Dec 23 compared to 42 in the previous quarter (a -4.76% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Dec, 23 | 151 | 11.85% | 158,075,147 | 1.70% | 94.35% | 1.09% | 92 | 29.58% | 40 | -4.76% |
| 30 Sep, 23 | 135 | 3.05% | 155,428,091 | 0.28% | 93.13% | 1.07% | 71 | -5.33% | 42 | 7.69% |
| 30 Jun, 23 | 131 | -10.88% | 154,997,283 | 1.10% | 93.17% | 1.10% | 75 | -25.74% | 39 | 21.88% |
| 31 Mar, 23 | 147 | 23.53% | 153,311,654 | 1.43% | 92.16% | 1.08% | 101 | 32.89% | 32 | 14.29% |
| 31 Dec, 22 | 119 | 19.00% | 151,148,753 | 0.94% | 92.27% | 1.11% | 76 | 26.67% | 28 | - |
| 30 Sep, 22 | 100 | 7.53% | 149,734,196 | 1.89% | 91.06% | 1.12% | 60 | -11.76% | 28 | 86.67% |
| 30 Jun, 22 | 93 | 25.68% | 146,955,078 | 1.90% | 90.16% | 1.14% | 68 | 47.83% | 15 | -21.05% |
| 31 Mar, 22 | 74 | -6.33% | 144,216,699 | 1.43% | 88.94% | 1.15% | 46 | -19.30% | 19 | 90.00% |
| 31 Dec, 21 | 79 | 3.95% | 142,183,227 | 1.25% | 87.92% | 0.99% | 57 | -25.00% | 10 | - |
| 30 Sep, 21 | 76 | - | 140,421,382 | - | 94.22% | - | 76 | - | - | - |
EngageSmart Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of EngageSmart's stock was made by General Atlantic Partners (Bermuda) EU, L.P. on Jan 29 2024, selling 43,943,144 shares at - per share (valued at -).
EngageSmart Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 12 | 25 | 48.00% |
| Q4 2023 | 17 | 36 | 47.22% |
| Q3 2023 | 18 | 41 | 43.90% |
| Q2 2023 | 19 | 45 | 42.22% |
| Q1 2023 | 10 | 30 | 33.33% |
| Q4 2022 | 5 | 26 | 19.23% |
| Q3 2022 | 2 | 4 | 50.00% |
| Q2 2022 | 6 | 10 | 60.00% |
| Q1 2022 | 10 | 8 | 125.00% |
| Q3 2021 | 8 | 9 | 88.89% |
12 total buy trades, and 25 total sell trades (buy/sell ratio of 0.48%) were made by EngageSmart's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | 2 | - |
| Q4 2023 | - | 7 | - |
| Q3 2023 | - | 13 | - |
| Q2 2023 | - | 17 | - |
| Q1 2023 | - | 17 | - |
| Q4 2022 | - | 18 | - |
| Q3 2022 | - | - | - |
| Q2 2022 | - | 3 | - |
| Q1 2022 | - | - | - |
| Q3 2021 | 1 | 1 | 100.00% |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of EngageSmart's stocks.
ESMT Ownership FAQ
Who Owns EngageSmart?
EngageSmart is owned by institutional shareholders (94.35%), insiders (4.63%), and public (1.02%). The largest institutional shareholder of EngageSmart is AMERICAN INTERNATIONAL GROUP, INC. (0% of total shares) and the top mutual fund owner is HARTFORD HLS SERIES FUND II INC (1.33% of total shares).
Who are the major institutional shareholders of EngageSmart?
EngageSmart's major institutional shareholders are AMERICAN INTERNATIONAL GROUP, INC., JPMORGAN CHASE & CO, US BANCORP \DE\, BANK OF AMERICA CORP /DE/, and WELLS FARGO & COMPANY/MN. The top five shareholders own together 0% of the company's share outstanding.
How many EngageSmart shareholders are there?
As of Dec 2023, there are 151 institutional shareholders of EngageSmart.
What percentage of EngageSmart is owned by AMERICAN INTERNATIONAL GROUP, INC?
AMERICAN INTERNATIONAL GROUP, INC owns 0 shares of EngageSmart, representing 0% of the company's total shares outstanding, valued at $0 (as of Mar 2024).
What percentage of EngageSmart is owned by JPMORGAN CHASE & CO?
As of Mar 2024, JPMORGAN CHASE & CO holds 0 shares of EngageSmart (ESMT), compromising 0% of the company, valued at $0.
What percentage of EngageSmart is owned by US BANCORP \DE\?
US BANCORP \DE\ is the third largest holder of EngageSmart. The company owns 0 of the company's shares outstanding (worth $0).