EngageSmart, Inc.
Hedge Funds Holdings

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EngageSmart, Inc.‘s stocks are currently a part of 79 hedge funds’ portfolios, which represents 24.05% of the total amount of its stocks outstanding. This makes up a total of 40.68M shares of EngageSmart, Inc.. Compared to the previous quarter, the number fell by -73.09% or -110.49M shares fewer. As for the holding position changes, 40.51% (32) of current hedge fund investors increased the number of shares held, 29.11% (23) of current holders sold a part of the shares held, and 8.86% (7) closed the holdings completely. 18 hedge funds are new holders of EngageSmart, Inc. stock in Q1 2023, it is 22.78% of total holders.

Hedge funds holding EngageSmart (Q3 2021 – Q1 2023)

Number of hedge funds
Q3 2021 76
Q4 2021 74
Q1 2022 67
Q2 2022 87
Q3 2022 100
Q4 2022 116
Q1 2023 79

Hedge funds changes in EngageSmart positions (Q3 2021 – Q1 2023)

Changes in positions
Q3 2021 760000
Q4 2021 4017940-32
Q1 2022 19261726-21
Q2 2022 27411351
Q3 2022 23372893
Q4 2022 30452814-1
Q1 2023 1832237-1

Hedge funds changes in EngageSmart stock options (Q3 2021 – Q1 2023)

Changes in stock options
Q3 2021 0 0
Q4 2021 8,729,000 12,000
Q1 2022 5,283,000 1,112,000
Q2 2022 9,724,000 0
Q3 2022 0 0
Q4 2022 302,720 38,280
Q1 2023 3,853,000 11,000

Top 50 hedge fund holders of EngageSmart, Inc. (NYSE:ESMT)

Hedge fund Value Shares owned Portfolio share
GENERAL ATLANTIC, L.P. 2.01B 97.20M 23.686%
SUMMIT PARTNERS L P 557.11M 26.92M 38.750%
MILLENNIUM MANAGEMENT LLC Israel Englander 57.74M 2.79M 0.034%
BLACKROCK INC. Larry Fink 56.38M 2.72M 0.002%
ADAGE CAPITAL PARTNERS GP, L.L.C. 55.20M 2.66M 0.137%
DRAGONEER INVESTMENT GROUP, LLC 51.08M 2.46M 1.343%
VANGUARD GROUP INC 50.97M 2.46M 0.002%
WOODLINE PARTNERS LP 31.42M 1.51M 0.439%
MACQUARIE GROUP LTD 25.88M 1.25M 0.032%
DRIEHAUS CAPITAL MANAGEMENT LLC 16.91M 817.34K 0.256%
STATE STREET CORP 15.03M 726.62K 0.001%
NUVEEN ASSET MANAGEMENT, LLC 14.15M 684.24K 0.006%
JANUS HENDERSON GROUP PLC 12.64M 611.05K 0.009%
GEODE CAPITAL MANAGEMENT, LLC 11.17M 540.2K 0.002%
CAT ROCK CAPITAL MANAGEMENT LP 11.00M 531.8K 2.453%
SENATOR INVESTMENT GROUP LP 8.27M 400K 0.752%
GOLDMAN SACHS GROUP INC 7.19M 347.52K 0.002%
RAYMOND JAMES & ASSOCIATES 7.06M 341.46K 0.007%
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 6.92M 334.70K 0.015%
INVESCO LTD. 6.84M 330.69K 0.002%
PHASE 2 PARTNERS, LLC 6M 289.98K 2.850%
NORTHERN TRUST CORP 5.76M 278.45K 0.001%
AMERIPRISE FINANCIAL INC 5.49M 265.74K 0.002%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5.23M 252.78K 0.002%
INTRINSIC EDGE CAPITAL MANAGEMENT LLC 5.12M 247.66K 0.559%
CITADEL ADVISORS LLC Ken Griffin 4.29M 207.59K 0.001%
ROYAL BANK OF CANADA 4.16M 201.37K 0.001%
MORGAN STANLEY 3.55M 171.99K 0.001%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.82M 136.74K 0.004%
PRUDENTIAL FINANCIAL INC 2.76M 133.41K 0.005%
CUBIST SYSTEMATIC STRATEGIES, LLC 2.53M 122.31K 0.014%
CIBC WORLD MARKET INC. 2.43M 117.47K 0.009%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 2.35M 113.6K 0.003%
BANK OF NEW YORK MELLON CORP 2.07M 100.39K 0.001%
HCR WEALTH ADVISORS 1.93M 93.68K 0.412%
EXODUSPOINT CAPITAL MANAGEMENT, LP Xinyu Liu 1.87M 90.44K 0.025%
MCF ADVISORS LLC 1.86M 90K 0.207%
FMR LLC 1.60M 77.70K 0.000%
JUMP FINANCIAL, LLC 1.40M 67.96K 0.055%
G2 INVESTMENT PARTNERS MANAGEMENT LLC 1.36M 66K 0.424%
TWO SIGMA INVESTMENTS, LP John Overdeck 1.33M 64.62K 0.004%
SG AMERICAS SECURITIES, LLC 1.31M 63.52K 0.016%
BROWN ADVISORY INC 1.18M 57.38K 0.002%
HOLOCENE ADVISORS, LP 992K 47.95K 0.006%
RHUMBLINE ADVISERS 878K 42.41K 0.001%
HILLSDALE INVESTMENT MANAGEMENT INC. 819K 39.6K 0.074%
BARCLAYS PLC 776K 37.48K 0.001%
BANK OF AMERICA CORP /DE/ 700K 33.82K 0.000%
ALLIANCEBERNSTEIN L.P. 579K 28K 0.000%
SEI INVESTMENTS CO 542K 26.18K 0.001%