EngageSmart (ESMT) Institutional Ownership

$22.84

+0.02 (+0.09%)

(As of 09:45 AM ET)

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Today's Range: $22.82
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$22.86
50-Day Range: $17.25
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$22.90
52-Week Range: $15.01
▼
$23.10

Volume: 26,529 shs
Average Volume: 704,580 shs
Market Capitalization: $3.84 billion

P/E Ratio: 152.27
Dividend Yield: N/A
Price Target: $24.38

Current Institutional Ownership Percentage: 92.34%
Number of Institutional Buyers (last 12 months): 115
Total Institutional Inflows (last 12 months): $276.63 M

Number of Institutional Sellers (last 12 months): 52
Total Institutional Outflows (last 12 months): $251.71 M

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ESMT Institutional Buying and Selling by Quarter

EngageSmart Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/24/2023	Deutsche Bank AG	24,252	$0.44M	0.0%	+15.7%	0.014%
11/21/2023	Comerica Bank	13,580	$0.24M	0.0%	N/A	0.008%
11/15/2023	The Manufacturers Life Insurance Company	28,156	$0.51M	0.0%	+35.3%	0.017%
11/15/2023	Sei Investments Co.	153,772	$2.77M	0.0%	-46.7%	0.091%
11/15/2023	Legal & General Group Plc	53,130	$0.96M	0.0%	+37.8%	0.032%
11/15/2023	Adage Capital Partners GP L.L.C.	1,000,100	$17.99M	0.0%	-4.8%	0.595%
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11/15/2023	Ameriprise Financial Inc.	135,552	$2.44M	0.0%	-51.2%	0.081%
11/15/2023	Advisors Asset Management Inc.	2,522	$45K	0.0%	+106.7%	0.002%
11/14/2023	Quadrature Capital Ltd	15,631	$0.28M	0.0%	+26.4%	0.009%
11/14/2023	Lazard Asset Management LLC	4,834	$86K	0.0%	-24.2%	0.003%
11/14/2023	California State Teachers Retirement System	54,964	$0.99M	0.0%	-8.6%	0.033%
11/14/2023	Tower Research Capital LLC TRC	4,507	$81K	0.0%	-61.2%	0.003%
11/14/2023	Qube Research & Technologies Ltd	2,205	$40K	0.0%	N/A	0.001%
11/14/2023	PEAK6 Investments LLC	21,653	$0.39M	0.0%	-73.6%	0.013%
11/13/2023	Northern Trust Corp	459,986	$8.28M	0.0%	+12.1%	0.274%
11/13/2023	Stifel Financial Corp	22,118	$0.40M	0.0%	N/A	0.013%
11/13/2023	Renaissance Group LLC	94,164	$1.69M	0.1%	+2.6%	0.056%
11/13/2023	Dark Forest Capital Management LP	46,197	$0.83M	0.1%	+20.6%	0.027%
11/13/2023	Hsbc Holdings PLC	50,652	$0.90M	0.0%	-11.3%	0.030%
11/13/2023	Invesco Ltd.	62,193	$1.12M	0.0%	-7.4%	0.037%
11/13/2023	FMR LLC	25,297	$0.46M	0.0%	-20.4%	0.015%
11/13/2023	Herald Investment Management Ltd	200,000	$3.60M	0.8%	N/A	0.119%
11/13/2023	Envestnet Asset Management Inc.	16,554	$0.30M	0.0%	N/A	0.010%
11/13/2023	Aviva PLC	34,569	$0.62M	0.0%	-54.3%	0.021%
11/9/2023	Rhumbline Advisers	64,705	$1.16M	0.0%	+4.9%	0.038%
11/9/2023	Deutsche Bank AG	24,252	$0.44M	0.0%	+15.7%	0.014%
11/9/2023	Citigroup Inc.	1,407	$25K	0.0%	-92.7%	0.001%
11/9/2023	UBS Group AG	47,318	$0.85M	0.0%	-40.5%	0.028%
11/8/2023	Charles Schwab Investment Management Inc.	356,931	$6.42M	0.0%	+23.8%	0.213%
11/8/2023	Janney Montgomery Scott LLC	19,000	$0.34M	0.0%	N/A	0.011%
11/8/2023	Swiss National Bank	109,900	$1.98M	0.0%	+1.0%	0.066%
11/8/2023	RiverPark Advisors LLC	1,402	$25K	0.0%	N/A	0.001%
11/8/2023	Amalgamated Bank	7,393	$0.13M	0.0%	+8.5%	0.004%
11/8/2023	Premier Fund Managers Ltd	12,826	$0.22M	0.0%	-55.9%	0.008%
11/7/2023	Quantbot Technologies LP	10,463	$0.19M	0.0%	+169.0%	0.006%
11/7/2023	Barclays PLC	62,754	$1.13M	0.0%	+22.9%	0.037%
11/2/2023	Principal Financial Group Inc.	19,805	$0.36M	0.0%	+30.1%	0.012%
10/31/2023	Teacher Retirement System of Texas	28,909	$0.52M	0.0%	+5.7%	0.017%
10/31/2023	Jennison Associates LLC	1,533,771	$27.59M	0.0%	-22.9%	0.916%
10/30/2023	Summit Creek Advisors LLC	560,890	$10.09M	1.4%	N/A	0.335%

10/27/2023	Allspring Global Investments Holdings LLC	380,836	$6.85M	0.0%	-61.1%	0.228%
10/25/2023	Zurcher Kantonalbank Zurich Cantonalbank	12,696	$0.23M	0.0%	+61.5%	0.008%
10/24/2023	Bailard Inc.	34,025	$0.61M	0.0%	+16.2%	0.020%
10/24/2023	Bank of New York Mellon Corp	200,626	$3.61M	0.0%	+6.9%	0.120%
10/24/2023	Raymond James Financial Services Advisors Inc.	76,334	$1.37M	0.0%	-14.0%	0.046%
10/24/2023	Raymond James & Associates	66,514	$1.20M	0.0%	-5.1%	0.040%
10/20/2023	MCF Advisors LLC	1,920	$35K	0.0%	-82.2%	0.001%
10/13/2023	SG Americas Securities LLC	59,239	$1.07M	0.0%	N/A	0.035%
10/13/2023	Ritholtz Wealth Management	100,683	$1.81M	0.1%	N/A	0.060%
9/21/2023	Barclays PLC	51,057	$0.97M	0.0%	+51.4%	0.031%
8/21/2023	California State Teachers Retirement System	60,136	$1.15M	0.0%	+355.4%	0.036%
8/16/2023	Nuveen Asset Management LLC	1,263,092	$24.11M	0.0%	+4.5%	0.755%
8/15/2023	Alliancebernstein L.P.	56,020	$1.07M	0.0%	+61.4%	0.033%
8/15/2023	Wells Fargo & Company MN	25,129	$0.48M	0.0%	+163.0%	0.015%
8/15/2023	Walleye Capital LLC	149,766	$2.86M	0.0%	-47.7%	0.089%
8/15/2023	Walleye Trading LLC	27,725	$0.53M	0.0%	+24.8%	0.017%
8/15/2023	Goldman Sachs Group Inc.	174,006	$3.32M	0.0%	-23.0%	0.104%
8/15/2023	Quadrature Capital Ltd	12,367	$0.24M	0.0%	-44.3%	0.007%
8/15/2023	Royal Bank of Canada	7,968	$0.15M	0.0%	-12.0%	0.005%
8/15/2023	Cat Rock Capital Management LP	1,551,995	$29.63M	4.1%	+14.6%	0.927%
8/14/2023	State of Wyoming	14,928	$0.29M	0.1%	+62.4%	0.009%
8/14/2023	Tudor Investment Corp Et Al	35,754	$0.68M	0.0%	-83.0%	0.021%
8/14/2023	Tower Research Capital LLC TRC	11,619	$0.22M	0.0%	+303.3%	0.007%
8/14/2023	Marshall Wace LLP	992,620	$18.95M	0.0%	-7.7%	0.593%
8/14/2023	Cipher Capital LP	13,981	$0.27M	0.0%	N/A	0.008%
8/14/2023	State Street Corp	1,066,258	$20.36M	0.0%	+43.9%	0.637%
8/14/2023	Nuveen Asset Management LLC	1,263,092	$24.11M	0.0%	+4.5%	0.755%
8/14/2023	Driehaus Capital Management LLC	746,684	$14.25M	0.2%	-47.3%	0.446%
8/14/2023	Prelude Capital Management LLC	15,938	$0.30M	0.0%	+29.3%	0.010%
8/14/2023	Graham Capital Management L.P.	42,074	$0.80M	0.0%	-66.9%	0.025%
8/11/2023	PEAK6 Investments LLC	82,042	$1.57M	0.0%	+287.1%	0.049%
8/11/2023	Renaissance Technologies LLC	525,200	$10.03M	0.0%	+49.2%	0.314%
8/11/2023	Credit Suisse AG	49,858	$0.95M	0.0%	N/A	0.030%
8/11/2023	BlackRock Inc.	4,544,125	$86.75M	0.0%	+31.0%	2.715%
8/11/2023	Ameritas Investment Partners Inc.	4,014	$77K	0.0%	+53.4%	0.002%
8/11/2023	State Board of Administration of Florida Retirement System	13,800	$0.26M	0.0%	N/A	0.008%
8/11/2023	The Manufacturers Life Insurance Company	20,811	$0.40M	0.0%	+31.7%	0.012%
8/11/2023	Hsbc Holdings PLC	57,126	$1.10M	0.0%	+87.8%	0.034%
8/11/2023	Trexquant Investment LP	13,103	$0.25M	0.0%	-64.8%	0.008%
8/11/2023	Geode Capital Management LLC	819,545	$15.65M	0.0%	+35.7%	0.490%
8/11/2023	Sei Investments Co.	288,701	$5.51M	0.0%	+5.6%	0.173%
8/11/2023	Covestor Ltd	9,978	$0.19M	0.1%	+153.7%	0.006%
8/11/2023	JPMorgan Chase & Co.	104,671	$2M	0.0%	-21.0%	0.063%
8/11/2023	Northern Trust Corp	410,453	$7.84M	0.0%	+37.9%	0.245%
8/11/2023	ExodusPoint Capital Management LP	26,873	$0.51M	0.0%	-69.4%	0.016%
8/10/2023	MetLife Investment Management LLC	25,965	$0.50M	0.0%	+35.4%	0.016%
8/10/2023	Metropolitan Life Insurance Co NY	2,691	$51K	0.0%	+43.4%	0.002%
8/10/2023	Mirae Asset Global Investments Co. Ltd.	22,590	$0.43M	0.0%	+43.7%	0.013%
8/10/2023	HCR Wealth Advisors	25,683	$0.49M	0.1%	-36.9%	0.015%
8/10/2023	Charles Schwab Investment Management Inc.	288,283	$5.50M	0.0%	+13.4%	0.172%

8/10/2023	Citigroup Inc.	19,144	$0.37M	0.0%	+2,555.2%	0.011%
8/9/2023	Dimensional Fund Advisors LP	1,069,781	$20.42M	0.0%	+114.1%	0.639%
8/9/2023	Swiss National Bank	108,800	$2.08M	0.0%	N/A	0.065%
8/9/2023	Mitsubishi UFJ Kokusai Asset Management Co. Ltd.	6,736	$0.13M	0.0%	-40.3%	0.004%
8/8/2023	Rhumbline Advisers	61,689	$1.18M	0.0%	+34.1%	0.037%
8/7/2023	Principal Financial Group Inc.	15,221	$0.29M	0.0%	N/A	0.009%
8/4/2023	American International Group Inc.	23,399	$0.45M	0.0%	+36.5%	0.014%
8/3/2023	Barclays PLC	51,057	$0.97M	0.0%	+51.4%	0.031%
8/3/2023	Jennison Associates LLC	1,988,772	$37.97M	0.0%	+33.5%	1.193%
8/3/2023	Bank of New York Mellon Corp	187,635	$3.58M	0.0%	+39.0%	0.113%

(Data available from 1/1/2016 forward)

ESMT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESMT shares?: During the previous two years, 160 institutional investors and hedge funds held shares of EngageSmart. The most heavily invested institutionals were General Atlantic L.P. ($1.74B), Summit Partners L P ($481.35M), BlackRock Inc. ($86.75M), Dragoneer Investment Group LLC ($77.27M), Vanguard Group Inc. ($50.98M), Macquarie Group Ltd. ($45.30M), and Millennium Management LLC ($43.37M).Learn more on ESMT's institutional investors.
What percentage of EngageSmart stock is owned by institutional investors?: 92.34% of EngageSmart stock is owned by institutional investors. Learn more on ESMT's institutional investor holdings.
Which institutional investors have been buying EngageSmart stock?: Of the 147 institutional investors that purchased EngageSmart stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Macquarie Group Ltd. ($2.74M), Jennison Associates LLC ($1.99M), BlackRock Inc. ($1.66M), Dragoneer Investment Group LLC ($1.53M), Adage Capital Partners GP L.L.C. ($1.40M), Woodline Partners LP ($1.34M), and Dimensional Fund Advisors LP ($1.07M).

How much institutional buying is happening at EngageSmart?: Institutional investors have bought a total of 27,574,675 shares in the last 24 months. This purchase volume represents approximately $553.88M in transactions.
Which EngageSmart major shareholders have been selling company stock?: Of the 66 institutional investors that sold EngageSmart stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: General Atlantic L.P. ($6.94M), FMR LLC ($3.68M), Summit Partners L P ($1.92M), Citadel Advisors LLC ($1.18M), Driehaus Capital Management LLC ($0.67M), Allspring Global Investments Holdings LLC ($0.60M), and Schonfeld Strategic Advisors LLC ($0.50M).
How much institutional selling is happening at EngageSmart?: Institutional investors have sold a total of 19,682,557 shares in the last 24 months. This volume of shares sold represents approximately $370.66M in transactions.

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This page (NYSE:ESMT) was last updated on 11/30/2023 by MarketBeat.com Staff

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EngageSmart (ESMT) Institutional Ownership

ESMT Institutional Buying and Selling by Quarter

EngageSmart Major Shareholders & Ownership History

ESMT Institutional Ownership - Frequently Asked Questions

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EngageSmart (ESMT) Institutional Ownership

Institutional Ownership Changes (13F Filings) for EngageSmart (NYSE:ESMT)

ESMT Institutional Buying and Selling by Quarter

EngageSmart Major Shareholders & Ownership History

ESMT Institutional Ownership - Frequently Asked Questions