ESQUIRE FINL HLDGS INC ESQ
COM · Common Stock · CUSIP 29667J101
- SectorFinancials
- IndustryCommercial Banks, NEC
- HeadquartersJericho, NY
- FilingsSEC EDGAR
* 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 ($1.0m this quarter). Holder counts are more reliable. Shares outstanding: 8.5m as of 2025-08-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $94.66.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 72 |
| Q4 2022 | 80 |
| Q1 2023 | 86 |
| Q2 2023 | 86 |
| Q3 2023 | 89 |
| Q4 2023 | 92 |
| Q1 2024 | 94 |
| Q2 2024 | 103 |
| Q3 2024 | 112 |
| Q4 2024 | 125 |
| Q1 2025 | 133 |
| Q2 2025 | 154 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 35 | 37 |
| Q4 2023 | 48 | 33 |
| Q1 2024 | 47 | 38 |
| Q2 2024 | 48 | 48 |
| Q3 2024 | 60 | 48 |
| Q4 2024 | 60 | 50 |
| Q1 2025 | 63 | 52 |
| Q2 2025 | 78 | 62 |
Biggest buyers
| Copeland Capital Management, LLC | Added | +244.3k |
| ROYAL BANK OF CANADA | Added | +97.2k |
| ROYCE & ASSOCIATES LP | Added | +82.0k |
| VANGUARD GROUP INC | Added | +27.8k |
| ENVESTNET ASSET MANAGEMENT INC | New | +25.8k |
| NORTHERN TRUST CORP | Added | +25.6k |
| STIFEL FINANCIAL CORP | New | +16.2k |
| AMERICAN CENTURY COMPANIES INC | Added | +14.2k |
| Squarepoint Ops LLC | Added | +12.8k |
| POLEN CAPITAL MANAGEMENT LLC | New | +11.7k |
Biggest sellers
| BANK OF AMERICA CORP /DE/ | Reduced | -59.5k |
| WASATCH ADVISORS LP | Reduced | -52.1k |
| Grandeur Peak Global Advisors, LLC | Reduced | -31.2k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -28.2k |
| MALTESE CAPITAL MANAGEMENT LLC | Reduced | -28.0k |
| TWO SIGMA ADVISERS, LP | Sold out | -21.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -17.4k |
| Pacific Ridge Capital Partners, LLC | Reduced | -15.7k |
| STATE STREET CORP | Reduced | -12.4k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -10.3k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Mawer Investment Management Ltd. 13G · institution -2.5 pts · filed 2026-08-06 | 6.8% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 1 | $475.9k | — |
| Q4 2023 | 0 | — | 2 | $420.3k | — |
| Q1 2024 | 0 | — | 1 | $1.1m | — |
| Q2 2024 | 0 | — | 1 | $829.3k | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 1 | $49.6k | 2 | $1.2m | — |
| Q1 2025 | 0 | — | 2 | $1.7m | — |
| Q2 2025 | 0 | — | 3 | $3.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-04-29 | ZISES SELIG Director · By Trust | Sold | $673.2k8.0k shares |
| 2025-04-29 | ZISES SELIG Director · By profit sharing plan | Sold | $420.0k5.0k shares |
| 2025-04-29 | Waterhouse Kevin C Director | Sold | $251.6k3.0k shares |
| 2025-04-28 | Kornhaber Ari P EVP and Head of Corp Dev | Sold | $1.7m20.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| Mawer Investment Management Ltd. 0.37% of their portfolio | 775.9k $73.4m | Reduced -4.0k |
| BlackRock, Inc. 0.00% of their portfolio | 534.6k $50.6m | Reduced -3.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 430.4k $40.7m | Added +27.8k |
| WASATCH ADVISORS LP 0.18% of their portfolio | 366.2k $34.7m | Reduced -52.1k |
| Ampfield Management, L.P. 28.11% of their portfolio | 281.5k $26.6m | Unchanged |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 1.27% of their portfolio | 268.7k $25.4m | Unchanged |
| Copeland Capital Management, LLC 0.48% of their portfolio | 244.9k $23.2m | Added +244.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 224.2k $21.2m | Added +14.2k |
| GW&K Investment Management, LLC 0.19% of their portfolio | 222.5k $21.1m | Reduced -2.4k |
| STATE STREET CORP 0.00% of their portfolio | 213.5k $20.2m | Reduced -12.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 199.9k $18.9m | Added +7.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 193.2k $18.3m | Added +4.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 178.3k $16.9m | Added +97.2k |
| ROYCE & ASSOCIATES LP 0.14% of their portfolio | 143.6k $13.6m | Added +82.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 107.7k $10.2m | Reduced -59.5k |
| Gator Capital Management, LLC 2.75% of their portfolio | 93.1k $8.8m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 89.3k $8.4m | Added +25.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 81.4k $7.7m | Reduced -28.2k |
| FIRST MANHATTAN CO. LLC. 0.01% of their portfolio | 55.7k $5.3m | Reduced -1.2k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 49.4k $4.7m | Added +6.8k |
| Grandeur Peak Global Advisors, LLC 0.56% of their portfolio | 48.9k $4.6m | Reduced -31.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 47.0k $4.5m | Added +6.9k |
| MORGAN STANLEY 0.00% of their portfolio | 43.6k $4.1m | Added +2.3k |
| Invesco Ltd. 0.00% of their portfolio | 42.7k $4.0m | Reduced -6.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 40.5k $3.8m | Added +7.6k |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 39.1k $3.7m | Reduced -192 |
| Rosenthal | Henry Capital Advisors, Inc. 3.64% of their portfolio | 38.1k $3.6m | Reduced -641 |
| Pacific Ridge Capital Partners, LLC 0.85% of their portfolio | 37.5k $3.5m | Reduced -15.7k |
| Cox Capital Mgt LLC 2.42% of their portfolio | 37.5k $3.5m | Reduced -1.0k |
| Horizon Investment Services, LLC 1.45% of their portfolio | 34.9k $3.3m | Reduced -4.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 31.3k $3.0m | Added +6.0k |
| RBF Capital, LLC 0.14% of their portfolio | 30.0k $2.8m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 29.9k $2.8m | Reduced -2.1k |
| MALTESE CAPITAL MANAGEMENT LLC 0.36% of their portfolio | 27.0k $2.6m | Reduced -28.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 25.8k $2.4m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 25.7k $2.4m | Added +12.8k |
| Elizabeth Park Capital Advisors, Ltd. 2.11% of their portfolio | 24.8k $2.3m | Reduced -8.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 21.6k $2.0m | Added +1.2k |
| Nuveen, LLC 0.00% of their portfolio | 18.5k $1.8m | Reduced -3.9k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.10% of their portfolio | 17.6k $1.7m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 16.9k $1.6m | Added +4.4k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 16.2k $1.5m | New |
| Corient Private Wealth LP 0.00% of their portfolio | 16.0k $1.5m | Added +6.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 15.3k $1.5m | Reduced -31 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 15.2k $1.4m | Reduced -307 |
| Swiss National Bank 0.00% of their portfolio | 13.7k $1.3m | Unchanged |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 13.5k $1.3m | Reduced -17.4k |
| HighTower Advisors, LLC 0.00% of their portfolio | 13.1k $1.2m | Reduced -15 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 11.9k $1.1m | Added +329 |
| POLEN CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 11.7k $1.1m | New |
| BANTAMAC CAPITAL, LLC 0.40% of their portfolio | 11.7k $1.1m | Added +2.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 11.5k $1.1m | Reduced -1.3k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio | 11.4k $1.1m | Reduced -5.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 11.0k $1.0m | Added +7.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 10.9k $1.0m | Reduced -10.3k |
| Informed Momentum Co LLC 0.15% of their portfolio | 10.7k $1.0m | Reduced -429 |
| Cetera Investment Advisers 0.00% of their portfolio | 10.3k $972.2k | Added +196 |
| CenterBook Partners LP 0.05% of their portfolio | 9.9k $940.5k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 9.1k $859.9k | New |
| CITIGROUP INC 0.00% of their portfolio | 8.7k $827.8k | Reduced -1.7k |
| Numerai GP LLC 0.12% of their portfolio | 8.7k $826.8k | Reduced -2.8k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 8.7k $819.0k | Added +6.2k |
| Bahl & Gaynor LLC 0.00% of their portfolio | 8.6k $814.1k | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 8.5k $800.3k | New |
| Verition Fund Management LLC 0.00% of their portfolio | 8.1k $763.0k | New |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 7.8k $739.4k | Reduced -2.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 7.5k $713.6k | Added +2.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 7.3k $686.5k | Reduced -5.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 6.9k $649.2k | New |
| Legal & General Group Plc 0.00% of their portfolio | 6.7k $633.6k | Added +2.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 6.6k $627.8k | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 6.6k $626.1k | Added +1.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 6.5k $615.9k | Reduced -5.4k |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 6.2k $591.7k | Reduced -2.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 5.7k $538.0k | Added +499 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 5.6k $533.2k | Reduced -2.5k |
| Boston Partners 0.00% of their portfolio | 5.5k $516.0k | Reduced -1.0k |
| ALPS ADVISORS INC 0.00% of their portfolio | 5.1k $483.0k | Added +62 |
| PMC FIG Opportunities LLC 0.69% of their portfolio | 4.9k $465.6k | Added +32 |
| Creative Planning 0.00% of their portfolio | 4.7k $442.6k | Added +1.6k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 4.5k $428.7k | Added +494 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 4.1k $390.8k | Added +1.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 4.1k $383.8k | Added +6 |
| Stokes Family Office, LLC 0.04% of their portfolio | 4.0k $378.6k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 3.9k $371.1k | Reduced -258 |
| Arcus Capital Partners, LLC 0.16% of their portfolio | 3.9k $365.9k | Reduced -300 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 3.6k $338.0k | Added +497 |
| Aquatic Capital Management LLC 0.01% of their portfolio | 3.4k $324.0k | Added +807 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 3.1k $289.6k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 3.1k $289.0k | Reduced -1.9k |
| PDT Partners, LLC 0.02% of their portfolio | 3.0k $285.4k | Reduced -10 |
| Meridian Wealth Management, LLC 0.01% of their portfolio | 3.0k $284.0k | Unchanged |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 2.9k $271.0k | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 2.8k $265.5k | Reduced -3.5k |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 2.7k $257.5k | New |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 2.7k $252.7k | Reduced -825 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 2.7k $252.4k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 2.6k $248.6k | Reduced -1.2k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 2.5k $238.8k | New |
| Next Level Private LLC 0.08% of their portfolio | 2.5k $236.7k | New |