ESMT — ENGAGESMART INC
ESMT (ENGAGESMART INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 40 funds have reported positions historically, with the sum of their latest reported stakes valued at $496.10M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Fidelity International (FIL) history | Q4 2023 | 6.73M | $154.19M | 0.16% | New |
| Vanguard Group history | Q4 2023 | 5.16M | $118.16M | 0.00% | Reduce |
| Dragoneer Investment Group history | Q4 2023 | 2.19M | $50.19M | 1.09% | Hold |
| Geode Capital Management history | Q4 2023 | 1.08M | $24.68M | 0.00% | Add |
| Morgan Stanley history | Q4 2023 | 970.53K | $22.23M | 0.00% | Add |
| Janus Henderson Group history | Q4 2023 | 740.14K | $16.95M | 0.01% | Hold |
| Bank of America Corp history | Q4 2023 | 675.29K | $15.46M | 0.00% | Add |
| Whale Rock Capital Management history | Q3 2021 | 400.00K | $13.62M | 0.09% | New |
| Northern Trust Corp history | Q4 2023 | 463.52K | $10.61M | 0.00% | Add |
| Norges Bank Investment Management history | Q4 2023 | 380.00K | $8.70M | 0.00% | Add |
| Charles Schwab Investment Management history | Q4 2023 | 361.06K | $8.27M | 0.00% | Add |
| UBS Group AG history | Q4 2023 | 294.25K | $6.74M | 0.00% | Add |
| Millennium Management history | Q4 2023 | 285.44K | $6.54M | 0.00% | Reduce |
| Goldman Sachs Group history | Q4 2023 | 245.69K | $5.63M | 0.00% | Add |
| BNY Mellon history | Q4 2023 | 209.71K | $4.80M | 0.00% | Add |
| JPMorgan Chase & Co history | Q4 2023 | 187.43K | $4.29M | 0.00% | Add |
| CPP Investments history | Q4 2023 | 173.60K | $3.98M | 0.01% | New |
| Two Sigma Investments history | Q4 2023 | 132.57K | $3.04M | 0.01% | Add |
| Balyasny Asset Management history | Q4 2023 | 131.55K | $3.01M | 0.01% | Add |
| Prudential Financial history | Q1 2023 | 112.31K | $2.16M | 0.00% | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity International (FIL) | — | — | — | — | — | — | — | — | — | 6.73M |
| Vanguard Group | 80.00K | 151.62K | 154.27K | 1.95M | 2.46M | 2.49M | 3.33M | 5.12M | 5.25M | 5.16M |
| Dragoneer Investment Group | 2.10M | 2.77M | 3.63M | 2.47M | 2.47M | — | — | — | 2.19M | 2.19M |
| Geode Capital Management | — | 122.31K | 143.36K | 276.75K | 540.20K | 585.85K | 603.98K | 819.54K | 1.01M | 1.08M |
| Morgan Stanley | 2.15K | 2.84K | 18.58K | 115.97K | 172.00K | 137.83K | 666.97K | 790.13K | 715.17K | 970.53K |
| Janus Henderson Group | 725.00K | 517.83K | 627.69K | 611.89K | 611.05K | 611.05K | 607.96K | 739.42K | 737.48K | 740.14K |
| Bank of America Corp | 50 | 43.54K | 60.36K | 68.24K | 33.83K | 159.31K | 145.04K | 153.50K | 185.91K | 675.29K |
| Northern Trust Corp | 19.41K | 115.60K | 110.46K | 234.19K | 278.45K | 287.31K | 297.75K | 410.45K | 459.99K | 463.52K |
| Norges Bank Investment Management | — | — | — | — | — | 70.80K | — | — | — | 380.00K |
| Charles Schwab Investment Management | — | 34.73K | 36.13K | 76.69K | 252.78K | 259.47K | 254.16K | 288.28K | 356.93K | 361.06K |
| UBS Group AG | — | 97.84K | 858 | 201 | 604 | 11.69K | 13.04K | 79.50K | 47.32K | 294.25K |
| Millennium Management | 1.05M | 1.49M | 1.78M | 2.46M | 2.79M | 2.46M | 3.15M | 3.11M | 3.60M | 285.44K |
| Goldman Sachs Group | 122.83K | — | 34.15K | 55.39K | 347.53K | 159.08K | 225.98K | 174.01K | 101.16K | 245.69K |
| BNY Mellon | — | 32.10K | 40.94K | 75.04K | 100.39K | 131.14K | 135.00K | 187.63K | 200.63K | 209.71K |
| JPMorgan Chase & Co | — | 6.12K | 7.52K | 18.74K | 19.07K | 35.07K | 88.65K | 104.67K | 150.75K | 187.43K |
| CPP Investments | — | — | — | — | — | — | — | — | — | 173.60K |
| Two Sigma Investments | — | — | — | — | 64.62K | 210.52K | 564.91K | 294.51K | 119.53K | 132.57K |
| Balyasny Asset Management | 155.18K | — | — | — | — | — | — | 11.63K | 14.68K | 131.55K |
| Citadel Advisors | 823.26K | 914.27K | 1.03M | 1.39M | 207.60K | 503.49K | 2.71M | 2.00M | 2.26M | 62.78K |
| Legal & General Investment Management America | — | 1.56K | 1.61K | 3.78K | 4.72K | 4.92K | 5.13K | 38.56K | 53.13K | 51.55K |