Vault-13

ENGAGESMART INC ESMT

COMMON STOCK · Common Stock · CUSIP 29283F103 · ISIN US29283F1030

0 institutional holders -150 vs Q4 2023
—reported value*
0 new 0 added 0 reduced 146 sold out net sold ≈ $3.6bn (-158.5m shares)

* 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.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 104Q4 22: 121Q1 23: 145Q2 23: 126Q3 23: 130Q4 23: 150Q1 24: 00Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022104
Q4 2022121
Q1 2023145
Q2 2023126
Q3 2023130
Q4 2023150
Q1 20240

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 74 bought or addedQ4 22: 42 cut or sold outQ4 22Q1 23: 103 bought or addedQ1 23: 42 cut or sold outQ1 23Q2 23: 74 bought or addedQ2 23: 71 cut or sold outQ2 23Q3 23: 72 bought or addedQ3 23: 62 cut or sold outQ3 23Q4 23: 89 bought or addedQ4 23: 75 cut or sold outQ4 23Q1 24: 0 bought or addedQ1 24: 146 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20227442
Q1 202310342
Q2 20237471
Q3 20237262
Q4 20238975
Q1 20240146

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ2 23 calls: $11.3mQ2 23 puts: $615.7kQ2 23P/C 0.05Q3 23 calls: $20.2mQ3 23 puts: $1.0mQ3 23P/C 0.05Q4 23 calls: $3.7mQ4 23 puts: $103.0kQ4 23P/C 0.03Q1 24 calls: $0Q1 24 puts: $0Q1 24P/C —
Numbers
QuarterCallsPutsP/C
Q2 2023$11.3m$615.7k0.05
Q3 2023$20.2m$1.0m0.05
Q4 2023$3.7m$103.0k0.03
Q1 2024$0$0—

Biggest buyers

None

Biggest sellers

GENERAL ATLANTIC, L.P. Sold out -90,271,540-90.3m
SUMMIT PARTNERS L P Sold out -25,004,973-25.0m
FIL Ltd Sold out -6,733,388-6.7m
VANGUARD GROUP INC Sold out -5,160,033-5.2m
BlackRock Inc. Sold out -4,017,980-4.0m
Dragoneer Investment Group, LLC Sold out -2,191,705-2.2m
MORGAN STANLEY Sold out -1,941,058-1.9m
NEXPOINT ASSET MANAGEMENT, L.P. Sold out -1,552,308-1.6m
STATE STREET CORP Sold out -1,283,453-1.3m
Woodline Partners LP Sold out -1,215,046-1.2m

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change