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EngageSmart, Inc. (ESMT) institutional ownership

Market cap$3.9B SectorTechnology
Funds holding · Q1 2024
147
reported ESMT position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2024
Activity unavailable N/A
0 buyers · 147 sellers

EngageSmart, Inc. (ESMT) price and institutional activity

Dates

Q1 2024

$0 bought by 0 investors
$0 sold by 147 investors
General Atlantic, L.P.Summit Partners L P +145 more
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Bought Sold Totals per quarter; hover a bar for the names.

EngageSmart, Inc. (ESMT) institutional activity · 147

Investor Type Est. change Change Δ Own Date
General Atlantic, L.P. · Exited
Change −90.3M Δ Own −100.0% Date Q1 2024
General Atlantic, L.P. Exited· Q1 2024 −90.3M −100.0% Q1 2024
Summit Partners L P · Exited
Change −25.0M Δ Own −100.0% Date Q1 2024
Summit Partners L P Exited· Q1 2024 −25.0M −100.0% Q1 2024
Fil Ltd · Exited
Change −6.7M Δ Own −100.0% Date Q1 2024
Fil Ltd Exited· Q1 2024 −6.7M −100.0% Q1 2024
Vanguard · Exited
Change −5.2M Δ Own −100.0% Date Q1 2024
Vanguard Exited· Q1 2024 −5.2M −100.0% Q1 2024
BlackRock · Exited
Change −4.0M Δ Own −100.0% Date Q1 2024
BlackRock Exited· Q1 2024 −4.0M −100.0% Q1 2024
Dragoneer Investment Group, LLC · Exited
Change −2.2M Δ Own −100.0% Date Q1 2024
Dragoneer Investment Group, LLC Exited· Q1 2024 −2.2M −100.0% Q1 2024
Nexpoint Asset Management, L.P. · Exited
Change −1.6M Δ Own −100.0% Date Q1 2024
Nexpoint Asset Management, L.P. Exited· Q1 2024 −1.6M −100.0% Q1 2024
State Street · Exited
Change −1.3M Δ Own −100.0% Date Q1 2024
State Street Exited· Q1 2024 −1.3M −100.0% Q1 2024
Woodline Partners LP · Exited
Change −1.2M Δ Own −100.0% Date Q1 2024
Woodline Partners LP Exited· Q1 2024 −1.2M −100.0% Q1 2024
Geode · Exited
Change −1.1M Δ Own −100.0% Date Q1 2024
Geode Exited· Q1 2024 −1.1M −100.0% Q1 2024
Nuveen Asset Management, LLC · Exited
Change −989K Δ Own −100.0% Date Q1 2024
Nuveen Asset Management, LLC Exited· Q1 2024 −989K −100.0% Q1 2024
Morgan Stanley · Exited
Change −971K Δ Own −100.0% Date Q1 2024
Morgan Stanley Exited· Q1 2024 −971K −100.0% Q1 2024
Dimensional · Exited
Change −908K Δ Own −100.0% Date Q1 2024
Dimensional Exited· Q1 2024 −908K −100.0% Q1 2024
Magnetar Financial LLC · Exited
Change −892K Δ Own −100.0% Date Q1 2024
Magnetar Financial LLC Exited· Q1 2024 −892K −100.0% Q1 2024
Glazer Capital, LLC · Exited
Change −812K Δ Own −100.0% Date Q1 2024
Glazer Capital, LLC Exited· Q1 2024 −812K −100.0% Q1 2024
Data through Q1 2024 · filed May 15, 2024
15 of 147

Famous investor activity in EngageSmart, Inc. (ESMT)

EngageSmart, Inc. (ESMT) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
General Atlantic, L.P. 97.2M
% of shares outstanding 60.1% Filing date Feb 11, 2022
General Atlantic, L.P. 97.2M 60.1% Feb 11, 2022
Summit Partners L P 26.9M
% of shares outstanding 16.6% Filing date Feb 4, 2022
Summit Partners L P 26.9M 16.6% Feb 4, 2022
Burgess John Keenan 5.9M
% of shares outstanding 3.6% Filing date Feb 13, 2023
Burgess John Keenan 5.9M 3.6% Feb 13, 2023
3 of 3

EngageSmart, Inc. (ESMT) ownership FAQ

Who owns ESMT?

147 reporting institutions disclosed ESMT position changes in the Q1 2024 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2024.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.