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ESMT - EngageSmart, LLC Stock Price, Fair Value and News
23.05
USD
Market Closed
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Funds-Owners-Holders
Which funds bought or sold ESMT recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-01
Janney Montgomery Scott LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
CAPSTONE INVESTMENT ADVISORS, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
Mirae Asset Global Investments Co., Ltd.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
Blue Trust, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-01
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
Harel Insurance Investments & Financial Services Ltd.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-30
Private Wealth Management Group, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-29
PRINCIPAL FINANCIAL GROUP INC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-29
Allspring Global Investments Holdings, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-25
Zurcher Kantonalbank (Zurich Cantonalbank)
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-25
Bank of New York Mellon Corp
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-25
Allworth Financial LP
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-25
Lindbrook Capital, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-24
BROWN ADVISORY INC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-23
AMALGAMATED BANK
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-22
RAYMOND JAMES & ASSOCIATES
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-22
Raymond James Financial Services Advisors, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-22
MetLife Investment Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
25,965
2024-04-22
Rosenberg Matthew Hamilton
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-17
Coston, McIsaac & Partners
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-09
Renaissance Capital LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-05
CWM, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-03-27
NOMURA HOLDINGS INC
NEW
Premium
Premium
Premium
Premium
140,598
2024-03-22
PNC FINANCIAL SERVICES GROUP, INC.
NEW
Premium
Premium
Premium
Premium
25.00
2024-03-11
VANGUARD GROUP INC
REDUCED
Premium
Premium
Premium
Premium
5,160,030
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Which funds are the top buyers of ESMT?
Fund Name
# Shares
$ Value
% Port.
GENERAL ATLANTIC, L.P.
90,271,500
2,067,220,000
29.66%
SUMMIT PARTNERS L P
25,005,000
572,614,000
20.89%
FIL Ltd
6,733,390
154,195,000
0.16%
VANGUARD GROUP INC
5,160,030
118,165,000
-
BlackRock Inc.
4,017,980
92,011,700
-
Dragoneer Investment Group, LLC
2,191,700
50,190,000
1.09%
NEXPOINT ASSET MANAGEMENT, L.P.
1,552,310
35,547,900
5.35%
STATE STREET CORP
1,283,450
29,391,100
-
Woodline Partners LP
1,215,050
27,824,600
0.30%
GEODE CAPITAL MANAGEMENT, LLC
1,077,490
24,677,200
-
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10
1–10 of 96
Which funds have put a big percent of portfolio in ESMT?
Fund Name
$ Value
% Port.
GENERAL ATLANTIC, L.P.
2,067,220,000
29.66%
SUMMIT PARTNERS L P
572,614,000
20.89%
NEXPOINT ASSET MANAGEMENT, L.P.
35,547,900
5.35%
Kellner Capital, LLC
1,795,000
3.23%
JET CAPITAL INVESTORS L P
1,056,720
2.07%
GLAZER CAPITAL, LLC
18,584,000
1.92%
WATER ISLAND CAPITAL LLC
17,902,000
1.83%
GABELLI & Co INVESTMENT ADVISERS, INC.
9,182,900
1.72%
Dragoneer Investment Group, LLC
50,190,000
1.09%
Summit Creek Advisors LLC
7,403,730
0.99%
Rows per page:
10
1–10 of 96
Trend of No. of funds that hold ESMT
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
FIL Ltd
154,195,000
NEXPOINT ASSET MANAGEMENT, L.P.
35,547,900
Magnetar Financial LLC
20,426,700
GLAZER CAPITAL, LLC
18,584,000
GABELLI FUNDS LLC
18,008,000
WATER ISLAND CAPITAL LLC
17,902,000
TOKIO MARINE ASSET MANAGEMENT CO LTD
14,912,500
BROWN CAPITAL MANAGEMENT LLC
14,432,200
Additions
Fund Name
% Increased
Qube Research & Technologies Ltd
30,783
Woodline Partners LP
11,547
Parallel Advisors, LLC
3,468
Walleye Capital LLC
2,047
Balyasny Asset Management L.P.
795
NEW YORK STATE COMMON RETIREMENT FUND
545
CREDIT SUISSE AG/
489
UBS Group AG
394
Reductions
Fund Name
% Reduced
NEXT CENTURY GROWTH INVESTORS LLC
-99.75
WELLINGTON MANAGEMENT GROUP LLP
-98.96
CITADEL ADVISORS LLC
-98.02
OSAIC HOLDINGS, INC.
-95.79
SEI INVESTMENTS CO
-92.97
MARSHALL WACE, LLP
-91.68
MILLENNIUM MANAGEMENT LLC
-89.32
Voya Investment Management LLC
-86.36
Sold off
Fund Name
$ Sold
ADAGE CAPITAL PARTNERS GP, L.L.C.
-17,991,800
Bank of New York Mellon Corp
-4,802,430
Mirae Asset Global Investments Co., Ltd.
-517,311
Janney Montgomery Scott LLC
-435,000
CAPSTONE INVESTMENT ADVISORS, LLC
-343,500
Blue Trust, Inc.
-
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
MACQUARIE GROUP LTD
-45,237,000