ENGAGESMART INC ESMT
COMMON STOCK · Common Stock · CUSIP 29283F103 · ISIN US29283F1030
104
institutional holders
150.4m
shares reported held*
$3.1bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $20.69. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| GENERAL ATLANTIC, L.P. 23.69% of their portfolio | 97.2m $2.0bn | — |
| SUMMIT PARTNERS L P 38.75% of their portfolio | 26.9m $557.1m | — |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 2.8m $57.7m | — |
| BlackRock Inc. 0.00% of their portfolio | 2.7m $56.4m | — |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.14% of their portfolio | 2.7m $55.2m | — |
| Dragoneer Investment Group, LLC 1.34% of their portfolio | 2.5m $51.1m | — |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.5m $51.0m | — |
| Woodline Partners LP 0.46% of their portfolio | 1.5m $31.4m | — |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 1.3m $25.9m | — |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 1.2m $25.3m | — |
| Driehaus Capital Management LLC 0.26% of their portfolio | 817.3k $16.9m | — |
| STATE STREET CORP 0.00% of their portfolio | 726.6k $15.0m | — |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 684.2k $14.2m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 540.2k $11.2m | — |
| CAT ROCK CAPITAL MANAGEMENT LP 2.45% of their portfolio | 531.8k $11.0m | — |
| Senator Investment Group LP 0.75% of their portfolio | 400.0k $8.3m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 347.5k $7.2m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 341.5k $7.1m | — |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 334.7k $6.9m | — |
| Invesco Ltd. 0.00% of their portfolio | 330.7k $6.8m | — |
| Phase 2 Partners, LLC 2.85% of their portfolio | 290.0k $6.0m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 278.5k $5.8m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 265.7k $5.5m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 252.8k $5.2m | — |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.57% of their portfolio | 247.7k $5.1m | — |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 207.6k $4.3m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 201.4k $4.2m | — |
| MORGAN STANLEY 0.00% of their portfolio | 172.0k $3.6m | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 136.7k $2.8m | — |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 133.4k $2.8m | — |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 122.3k $2.5m | — |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 117.5k $2.4m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 113.6k $2.4m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 100.4k $2.1m | — |
| HCR Wealth Advisors 0.41% of their portfolio | 93.7k $1.9m | — |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 90.4k $1.9m | — |
| MCF Advisors LLC 0.21% of their portfolio | 90.0k $1.9m | — |
| FMR LLC 0.00% of their portfolio | 77.7k $1.6m | — |
| Jump Financial, LLC 0.05% of their portfolio | 68.0k $1.4m | — |
| G2 Investment Partners Management LLC 0.43% of their portfolio | 66.0k $1.4m | — |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 64.6k $1.3m | — |
| SG Americas Securities, LLC 0.02% of their portfolio | 63.5k $1.3m | — |
| BROWN ADVISORY INC 0.00% of their portfolio | 57.4k $1.2m | — |
| NORGES BANK 0.00% of their portfolio | 53.7k $1.1m | — |
| Holocene Advisors, LP 0.01% of their portfolio | 48.0k $992.0k | — |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 42.4k $878.0k | — |
| Hillsdale Investment Management Inc. 0.07% of their portfolio | 39.6k $819.0k | — |
| Leonteq Securities AG 0.04% of their portfolio | 37.0k $764.5k | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 33.8k $700.0k | — |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 28.0k $579.0k | — |
| SEI INVESTMENTS CO 0.00% of their portfolio | 26.2k $542.0k | — |
| Zweig-DiMenna Associates LLC 0.11% of their portfolio | 25.0k $517.0k | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 24.6k $509.0k | — |
| Trexquant Investment LP 0.02% of their portfolio | 22.9k $475.0k | — |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 19.7k $414.0k | — |
| MetLife Investment Management, LLC 0.00% of their portfolio | 19.2k $396.9k | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 19.1k $395.0k | — |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 18.0k $373.0k | — |
| Dynamic Technology Lab Private Ltd 0.04% of their portfolio | 17.3k $359.0k | — |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 16.6k $343.0k | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 15.8k $327.5k | — |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 15.7k $325.0k | — |
| Walleye Capital LLC 0.01% of their portfolio | 15.6k $322.0k | — |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 15.3k $316.0k | — |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 14.5k $300.0k | — |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 13.8k $286.2k | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 13.8k $285.0k | — |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.02% of their portfolio | 12.8k $264.0k | — |
| Man Group plc 0.00% of their portfolio | 12.1k $251.0k | — |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 12.0k $248.0k | — |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 10.8k $224.0k | — |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 10.7k $220.0k | — |
| Engineers Gate Manager LP 0.01% of their portfolio | 10.5k $217.0k | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 10.4k $215.0k | — |
| Comprehensive Financial Consultants Institutional, Inc. 0.13% of their portfolio | 10.1k $203.0k | — |
| PDT Partners, LLC 0.03% of their portfolio | 10.0k $207.0k | — |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 9.1k $188.0k | — |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 8.7k $179.0k | — |
| AMALGAMATED BANK 0.00% of their portfolio | 5.6k $116.0k | — |
| Legal & General Group Plc 0.00% of their portfolio | 4.7k $97.0k | — |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 4.2k $86.0k | — |
| STRS OHIO 0.00% of their portfolio | 3.7k $76.0k | — |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.4k $70.0k | — |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.6k $54.0k | — |
| Sandia Investment Management LP 0.01% of their portfolio | 2.5k $52.0k | — |
| Metropolitan Life Insurance Co/NY 0.00% of their portfolio | 2.2k $46.1k | — |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 1.5k $31.0k | — |
| Point72 Hong Kong Ltd 0.00% of their portfolio | 1.3k $27.0k | — |
| CWM, LLC 0.00% of their portfolio | 1.3k $27.0k | — |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 966 $19.0k | — |
| UBS Group AG 0.00% of their portfolio | 604 $13.0k | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 601 $12.0k | — |
| CITIGROUP INC 0.00% of their portfolio | 529 $11.0k | — |
| Rosenberg Matthew Hamilton 0.00% of their portfolio | 300 $6.0k | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 232 $5.0k | — |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 199 $4.0k | — |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 197 $4.0k | — |
| Ellevest, Inc. 0.00% of their portfolio | 68 $1.0k | — |
| Glassman Wealth Services 0.00% of their portfolio | 42 $1.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 16 $0 | — |