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PYPL   57.57 (-0.69%)
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AMD   122.45 (-1.13%)
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MU   76.19 (-0.65%)
CGC   0.55 (-1.43%)
GE   119.16 (+0.25%)
DIS   93.38 (+0.95%)
AMC   7.08 (-1.26%)
PFE   30.11 (+0.10%)
PYPL   57.57 (-0.69%)
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DOW   35,715.58 (+0.80%)
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MSFT   378.23 (-0.16%)
META   330.96 (-0.37%)
GOOGL   134.72 (-0.20%)
AMZN   145.96 (-0.25%)
TSLA   240.46 (-1.51%)
NVDA   478.27 (-0.65%)
NIO   7.19 (+0.14%)
BABA   74.24 (-0.58%)
AMD   122.45 (-1.13%)
T   16.34 (+0.25%)
F   10.43 (-1.51%)
MU   76.19 (-0.65%)
CGC   0.55 (-1.43%)
GE   119.16 (+0.25%)
DIS   93.38 (+0.95%)
AMC   7.08 (-1.26%)
PFE   30.11 (+0.10%)
PYPL   57.57 (-0.69%)
XOM   104.00 (+1.62%)

EngageSmart (ESMT) Institutional Ownership

$22.84
+0.02 (+0.09%)
(As of 09:45 AM ET)
Compare
Today's Range
$22.82
$22.86
50-Day Range
$17.25
$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

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

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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Skip Chart & View Institutional Buying and Selling Data

ESMT Institutional Buying and Selling by Quarter


EngageSmart Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/24/2023Deutsche Bank AG24,252$0.44M0.0%+15.7%0.014%
11/21/2023Comerica Bank13,580$0.24M0.0%N/A0.008%
11/15/2023The Manufacturers Life Insurance Company 28,156$0.51M0.0%+35.3%0.017%
11/15/2023Sei Investments Co.153,772$2.77M0.0%-46.7%0.091%
11/15/2023Legal & General Group Plc53,130$0.96M0.0%+37.8%0.032%
11/15/2023Adage Capital Partners GP L.L.C.1,000,100$17.99M0.0%-4.8%0.595%
11/15/2023Ameriprise Financial Inc.135,552$2.44M0.0%-51.2%0.081%
11/15/2023Advisors Asset Management Inc.2,522$45K0.0%+106.7%0.002%
11/14/2023Quadrature Capital Ltd15,631$0.28M0.0%+26.4%0.009%
11/14/2023Lazard Asset Management LLC4,834$86K0.0%-24.2%0.003%
11/14/2023California State Teachers Retirement System54,964$0.99M0.0%-8.6%0.033%
11/14/2023Tower Research Capital LLC TRC 4,507$81K0.0%-61.2%0.003%
11/14/2023Qube Research & Technologies Ltd2,205$40K0.0%N/A0.001%
11/14/2023PEAK6 Investments LLC21,653$0.39M0.0%-73.6%0.013%
11/13/2023Northern Trust Corp459,986$8.28M0.0%+12.1%0.274%
11/13/2023Stifel Financial Corp22,118$0.40M0.0%N/A0.013%
11/13/2023Renaissance Group LLC94,164$1.69M0.1%+2.6%0.056%
11/13/2023Dark Forest Capital Management LP46,197$0.83M0.1%+20.6%0.027%
11/13/2023Hsbc Holdings PLC50,652$0.90M0.0%-11.3%0.030%
11/13/2023Invesco Ltd.62,193$1.12M0.0%-7.4%0.037%
11/13/2023FMR LLC25,297$0.46M0.0%-20.4%0.015%
11/13/2023Herald Investment Management Ltd200,000$3.60M0.8%N/A0.119%
11/13/2023Envestnet Asset Management Inc.16,554$0.30M0.0%N/A0.010%
11/13/2023Aviva PLC34,569$0.62M0.0%-54.3%0.021%
11/9/2023Rhumbline Advisers64,705$1.16M0.0%+4.9%0.038%
11/9/2023Deutsche Bank AG24,252$0.44M0.0%+15.7%0.014%
11/9/2023Citigroup Inc.1,407$25K0.0%-92.7%0.001%
11/9/2023UBS Group AG47,318$0.85M0.0%-40.5%0.028%
11/8/2023Charles Schwab Investment Management Inc.356,931$6.42M0.0%+23.8%0.213%
11/8/2023Janney Montgomery Scott LLC19,000$0.34M0.0%N/A0.011%
11/8/2023Swiss National Bank109,900$1.98M0.0%+1.0%0.066%
11/8/2023RiverPark Advisors LLC1,402$25K0.0%N/A0.001%
11/8/2023Amalgamated Bank7,393$0.13M0.0%+8.5%0.004%
11/8/2023Premier Fund Managers Ltd12,826$0.22M0.0%-55.9%0.008%
11/7/2023Quantbot Technologies LP10,463$0.19M0.0%+169.0%0.006%
11/7/2023Barclays PLC62,754$1.13M0.0%+22.9%0.037%
11/2/2023Principal Financial Group Inc.19,805$0.36M0.0%+30.1%0.012%
10/31/2023Teacher Retirement System of Texas28,909$0.52M0.0%+5.7%0.017%
10/31/2023Jennison Associates LLC1,533,771$27.59M0.0%-22.9%0.916%
10/30/2023Summit Creek Advisors LLC560,890$10.09M1.4%N/A0.335%
10/27/2023Allspring Global Investments Holdings LLC380,836$6.85M0.0%-61.1%0.228%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank 12,696$0.23M0.0%+61.5%0.008%
10/24/2023Bailard Inc.34,025$0.61M0.0%+16.2%0.020%
10/24/2023Bank of New York Mellon Corp200,626$3.61M0.0%+6.9%0.120%
10/24/2023Raymond James Financial Services Advisors Inc.76,334$1.37M0.0%-14.0%0.046%
10/24/2023Raymond James & Associates66,514$1.20M0.0%-5.1%0.040%
10/20/2023MCF Advisors LLC1,920$35K0.0%-82.2%0.001%
10/13/2023SG Americas Securities LLC59,239$1.07M0.0%N/A0.035%
10/13/2023Ritholtz Wealth Management100,683$1.81M0.1%N/A0.060%
9/21/2023Barclays PLC51,057$0.97M0.0%+51.4%0.031%
8/21/2023California State Teachers Retirement System60,136$1.15M0.0%+355.4%0.036%
8/16/2023Nuveen Asset Management LLC1,263,092$24.11M0.0%+4.5%0.755%
8/15/2023Alliancebernstein L.P.56,020$1.07M0.0%+61.4%0.033%
8/15/2023Wells Fargo & Company MN25,129$0.48M0.0%+163.0%0.015%
8/15/2023Walleye Capital LLC149,766$2.86M0.0%-47.7%0.089%
8/15/2023Walleye Trading LLC27,725$0.53M0.0%+24.8%0.017%
8/15/2023Goldman Sachs Group Inc.174,006$3.32M0.0%-23.0%0.104%
8/15/2023Quadrature Capital Ltd12,367$0.24M0.0%-44.3%0.007%
8/15/2023Royal Bank of Canada7,968$0.15M0.0%-12.0%0.005%
8/15/2023Cat Rock Capital Management LP1,551,995$29.63M4.1%+14.6%0.927%
8/14/2023State of Wyoming14,928$0.29M0.1%+62.4%0.009%
8/14/2023Tudor Investment Corp Et Al35,754$0.68M0.0%-83.0%0.021%
8/14/2023Tower Research Capital LLC TRC 11,619$0.22M0.0%+303.3%0.007%
8/14/2023Marshall Wace LLP992,620$18.95M0.0%-7.7%0.593%
8/14/2023Cipher Capital LP13,981$0.27M0.0%N/A0.008%
8/14/2023State Street Corp1,066,258$20.36M0.0%+43.9%0.637%
8/14/2023Nuveen Asset Management LLC1,263,092$24.11M0.0%+4.5%0.755%
8/14/2023Driehaus Capital Management LLC746,684$14.25M0.2%-47.3%0.446%
8/14/2023Prelude Capital Management LLC15,938$0.30M0.0%+29.3%0.010%
8/14/2023Graham Capital Management L.P.42,074$0.80M0.0%-66.9%0.025%
8/11/2023PEAK6 Investments LLC82,042$1.57M0.0%+287.1%0.049%
8/11/2023Renaissance Technologies LLC525,200$10.03M0.0%+49.2%0.314%
8/11/2023Credit Suisse AG49,858$0.95M0.0%N/A0.030%
8/11/2023BlackRock Inc.4,544,125$86.75M0.0%+31.0%2.715%
8/11/2023Ameritas Investment Partners Inc.4,014$77K0.0%+53.4%0.002%
8/11/2023State Board of Administration of Florida Retirement System13,800$0.26M0.0%N/A0.008%
8/11/2023The Manufacturers Life Insurance Company 20,811$0.40M0.0%+31.7%0.012%
8/11/2023Hsbc Holdings PLC57,126$1.10M0.0%+87.8%0.034%
8/11/2023Trexquant Investment LP13,103$0.25M0.0%-64.8%0.008%
8/11/2023Geode Capital Management LLC819,545$15.65M0.0%+35.7%0.490%
8/11/2023Sei Investments Co.288,701$5.51M0.0%+5.6%0.173%
8/11/2023Covestor Ltd9,978$0.19M0.1%+153.7%0.006%
8/11/2023JPMorgan Chase & Co.104,671$2M0.0%-21.0%0.063%
8/11/2023Northern Trust Corp410,453$7.84M0.0%+37.9%0.245%
8/11/2023ExodusPoint Capital Management LP26,873$0.51M0.0%-69.4%0.016%
8/10/2023MetLife Investment Management LLC25,965$0.50M0.0%+35.4%0.016%
8/10/2023Metropolitan Life Insurance Co NY2,691$51K0.0%+43.4%0.002%
8/10/2023Mirae Asset Global Investments Co. Ltd.22,590$0.43M0.0%+43.7%0.013%
8/10/2023HCR Wealth Advisors25,683$0.49M0.1%-36.9%0.015%
8/10/2023Charles Schwab Investment Management Inc.288,283$5.50M0.0%+13.4%0.172%
8/10/2023Citigroup Inc.19,144$0.37M0.0%+2,555.2%0.011%
8/9/2023Dimensional Fund Advisors LP1,069,781$20.42M0.0%+114.1%0.639%
8/9/2023Swiss National Bank108,800$2.08M0.0%N/A0.065%
8/9/2023Mitsubishi UFJ Kokusai Asset Management Co. Ltd.6,736$0.13M0.0%-40.3%0.004%
8/8/2023Rhumbline Advisers61,689$1.18M0.0%+34.1%0.037%
8/7/2023Principal Financial Group Inc.15,221$0.29M0.0%N/A0.009%
8/4/2023American International Group Inc.23,399$0.45M0.0%+36.5%0.014%
8/3/2023Barclays PLC51,057$0.97M0.0%+51.4%0.031%
8/3/2023Jennison Associates LLC1,988,772$37.97M0.0%+33.5%1.193%
8/3/2023Bank of New York Mellon Corp187,635$3.58M0.0%+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.


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

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