EngageSmart LLC (ESMT) Ownership

23.05 ↑0.00 (0.00%)

As of January 25, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

General Atlantic Llc is the biggest individual institutional holder of EngageSmart LLC (ESMT), owning a total of 90.3 million shares. Combined, the top 41 institutional holders of ESMT own 100.11% of the company with a total of 168.4 million shares.

In the latest ownership report on December 31st 2023, the top 41 institutional holders increased their combined ownership of ESMT by 12 million shares. 12 institutions bought 13,551,297 total additional shares and increased their ownership by an average of 974.18%. However 4 institutions sold 1,542,658 total shares and decreased their ownership by an average of 17.41%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of EngageSmart LLC increased by a net total of 12,008,639 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
General Atlantic Llc	53.626%	0.000%	90,271,540	0	2023-12-31
Summit Partners L P	14.854%	0.000%	25,004,973	0	2023-12-31
Fidelity International Ltd	4.000%	0.000%	6,733,388	6,733,388	2023-12-31
Vanguard Group Inc	3.065%	-1.623%	5,160,033	-85,103	2023-12-31
BlackRock Inc	2.387%	-15.996%	4,017,980	-765,101	2023-12-31
Dragoneer Investment Group, LLC	1.302%	0.000%	2,191,705	0	2023-12-31
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS	0.922%	0.000%	1,552,308	1,552,308	2023-12-31
State Street Corporation	0.762%	8.997%	1,283,453	105,937	2023-12-31
Woodline Partners LP	0.722%	11,547.300%	1,215,046	1,204,614	2023-12-31
Geode Capital Management, LLC	0.640%	7.128%	1,077,492	71,697	2023-12-31
Nuveen Asset Management, LLC	0.588%	-16.952%	989,378	-201,952	2023-12-31
Morgan Stanley - Brokerage Accounts	0.577%	35.706%	970,529	255,359	2023-12-31
Dimensional Fund Advisors, Inc.	0.540%	-35.069%	908,195	-490,502	2023-12-31
Magnetar Financial LLC	0.530%	0.000%	891,994	891,994	2023-12-31
Glazer Capital, LLC	0.482%	0.000%	811,514	811,514	2023-12-31
Gabelli Funds LLC	0.467%	0.000%	786,375	786,375	2023-12-31
Water Island Capital LLC	0.464%	0.000%	781,752	781,752	2023-12-31
Renaissance Technologies Corp	0.442%	90.623%	744,000	353,700	2023-12-31
HHG PLC	0.440%	0.361%	740,143	2,659	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
General Atlantic Llc	53.626%	0.000%	90,271,540	0	2023-12-31
Summit Partners L P	14.854%	0.000%	25,004,973	0	2023-12-31
Fidelity International Ltd	4.000%	0.000%	6,733,388	6,733,388	2023-12-31
Vanguard Group Inc	3.065%	-1.623%	5,160,033	-85,103	2023-12-31
BlackRock Inc	2.387%	-15.996%	4,017,980	-765,101	2023-12-31
Millennium Management LLC	1.588%	2.872%	2,672,471	74,610	2023-09-30
Macquarie Group Ltd	1.494%	2.078%	2,514,552	51,195	2023-09-30
Citadel Advisors Llc	1.319%	11.295%	2,219,457	225,242	2023-09-30
Dragoneer Investment Group, LLC	1.302%	0.000%	2,191,705	0	2023-12-31
Cat Rock Capital Management LP	1.251%	35.696%	2,105,995	554,000	2023-09-30
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS	0.922%	0.000%	1,552,308	1,552,308	2023-12-31
Jennison Associates LLC	0.911%	-22.879%	1,533,771	-455,001	2023-09-30
Wellington Management Company LLP	0.832%	5.394%	1,399,751	71,635	2023-09-30
State Street Corporation	0.762%	8.997%	1,283,453	105,937	2023-12-31
FMR Inc	0.758%	-74.460%	1,254,595	-3,657,667	2022-06-30
Woodline Partners LP	0.722%	11,547.300%	1,215,046	1,204,614	2023-12-31
Geode Capital Management, LLC	0.640%	7.128%	1,077,492	71,697	2023-12-31
Adage Capital Partners Gp LLC	0.594%	-4.762%	1,000,100	-50,000	2023-09-30
Senator Investment Group LP	0.594%	-25.926%	1,000,000	-350,000	2023-09-30
Marshall Wace Asset Management Ltd	0.591%	-7.697%	992,620	-82,777	2023-06-30
Nuveen Asset Management, LLC	0.588%	-16.952%	989,378	-201,952	2023-12-31
Allspring Global Investments Holdings, LLC	0.583%	7.864%	979,707	71,424	2023-06-30
Morgan Stanley - Brokerage Accounts	0.577%	35.706%	970,529	255,359	2023-12-31
Dimensional Fund Advisors, Inc.	0.540%	-35.069%	908,195	-490,502	2023-12-31
Magnetar Financial LLC	0.530%	0.000%	891,994	891,994	2023-12-31
Glazer Capital, LLC	0.482%	0.000%	811,514	811,514	2023-12-31
Gabelli Funds LLC	0.467%	0.000%	786,375	786,375	2023-12-31
Water Island Capital LLC	0.464%	0.000%	781,752	781,752	2023-12-31
Driehaus Capital Management LLC	0.444%	-47.323%	746,684	-670,804	2023-06-30
Next Century Growth Investors LLC	0.443%	19.022%	745,237	119,101	2023-09-30
Renaissance Technologies Corp	0.442%	90.623%	744,000	353,700	2023-12-31
HHG PLC	0.440%	0.361%	740,143	2,659	2023-12-31
Two Sigma Investments LLC	0.339%	168.336%	564,909	354,386	2023-03-31
Goldman Sachs Group Inc	0.209%	527.441%	347,527	292,139	2022-09-30
Ameriprise Financial Inc	0.205%	28.712%	342,051	76,302	2022-12-31
Raymond James & Associates	0.206%	3.305%	341,466	10,923	2022-09-30
Amvescap Plc.	0.205%	3.220%	341,346	10,648	2022-12-31
Raymond James Finl Svs Advisors, Inc.	0.201%	3.174%	334,705	10,298	2022-09-30
Hillsdale Investment Management Inc.	0.178%	648.485%	296,400	256,800	2022-12-31
Cubist Systematic Strategies, LLC	0.176%	139.498%	292,944	170,628	2022-12-31
Phase 2 Partners, LLC	0.175%	0.000%	289,983	289,983	2022-09-30

Mutual Fund Ownership

Fidelity Canadian Large Cap Sr B is the biggest individual fund holder of EngageSmart LLC (ESMT), owning a total of 3.8 million shares. Combined, the top 55 mutual fund holders of ESMT own 17.49% of the company with a total of 29.4 million shares.

In the latest ownership report on December 31st 2023, the top 55 fund holders increased their combined ownership of ESMT by 1.7 million shares. 13 funds bought 2,020,434 total additional shares and increased their ownership by an average of 2.68%. However 7 funds sold 325,442 total shares and decreased their ownership by an average of 9.05%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding EngageSmart LLC increased by a net total of 1,694,992 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Canadian Large Cap Sr B	2.228%	0.000%	3,750,000	0	2023-12-31
Fidelity Canadian Large Cp Mlt Ast Bs O	1.030%	0.552%	1,734,388	9,515	2023-12-31
Vanguard Total Stock Mkt Idx Inv	0.814%	-3.406%	1,369,819	-48,300	2023-12-31
NexPoint Merger Arbitrage Z	0.792%	0.000%	1,333,506	1,333,506	2023-12-31
Vanguard Information Technology ETF	0.636%	0.601%	1,071,220	6,399	2023-12-31
Vanguard Small Cap Index	0.636%	-1.430%	1,070,202	-15,522	2023-12-31
Fidelity Monthly Income Series F	0.422%	-3.967%	710,392	-29,344	2023-12-31
Fidelity Concntr Val Priv Pool Sr F	0.415%	0.000%	699,000	0	2023-12-31
Janus Henderson Venture D	0.407%	0.000%	685,508	0	2023-12-31
Janus Henderson US Small Cap Growth	0.407%	0.000%	685,508	0	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	0.389%	4.316%	654,095	27,064	2023-12-31
Vanguard Small Cap Growth Index Inv	0.355%	-1.131%	597,790	-6,840	2023-12-31
CREF Stock R1	0.301%	0.000%	507,283	0	2023-12-31
Fidelity Small Cap Index	0.288%	1.105%	485,046	5,302	2023-12-31
DFA US Small Cap I	0.191%	-32.540%	320,825	-154,752	2023-12-31
Fidelity NorthStar Sr F	0.178%	0.000%	300,000	0	2023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.174%	3.472%	292,066	9,800	2023-12-31
First Trust Merger Arbitrage Cl I	0.161%	0.000%	270,811	270,811	2023-12-31
TIAA-CREF Quant Small-Cap Equity Instl	0.161%	-20.702%	270,130	-70,520	2023-12-31
Fidelity Extended Market Index	0.149%	3.434%	251,235	8,342	2023-12-31
Fidelity Income Allocation Series A	0.117%	21.123%	196,518	34,271	2023-12-31
GDL Fund	0.098%	0.000%	165,000	165,000	2023-12-31
Gabelli ABC AAA	0.089%	0.000%	150,000	150,000	2023-12-31
NT R2000 Growth Index Fund - NL	0.087%	0.065%	145,791	94	2023-12-31
NT R2000 Index Fund - NL	0.083%	0.237%	139,829	330	2023-12-31
NT R2000 Index Fund - DC - NL - 2	0.065%	-0.149%	110,117	-164	2023-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Canadian Large Cap Sr B	2.228%	0.000%	3,750,000	0	2023-12-31
Fidelity Canadian Large Cp Mlt Ast Bs O	1.030%	0.552%	1,734,388	9,515	2023-12-31
Delaware Ivy Mid Cap Growth A	0.867%	0.000%	1,459,717	0	2023-09-30
Vanguard Total Stock Mkt Idx Inv	0.814%	-3.406%	1,369,819	-48,300	2023-12-31
NexPoint Merger Arbitrage Z	0.792%	0.000%	1,333,506	1,333,506	2023-12-31
iShares Russell 2000 ETF	0.767%	0.640%	1,291,490	8,213	2023-12-29
Vanguard Information Technology ETF	0.636%	0.601%	1,071,220	6,399	2023-12-31
Vanguard Small Cap Index	0.636%	-1.430%	1,070,202	-15,522	2023-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	0.608%	38.319%	1,022,619	283,300	2023-03-31
Fidelity Monthly Income Series F	0.422%	-3.967%	710,392	-29,344	2023-12-31
Fidelity Concntr Val Priv Pool Sr F	0.415%	0.000%	699,000	0	2023-12-31
Janus Henderson Venture D	0.407%	0.000%	685,508	0	2023-12-31
Janus Henderson US Small Cap Growth	0.407%	0.000%	685,508	0	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	0.389%	4.316%	654,095	27,064	2023-12-31
Vanguard Small Cap Growth Index Inv	0.355%	-1.131%	597,790	-6,840	2023-12-31
Arbitrage R	0.335%	0.000%	563,072	563,072	2023-11-30
CREF Stock R1	0.301%	0.000%	507,283	0	2023-12-31
Fidelity Small Cap Index	0.288%	1.105%	485,046	5,302	2023-12-31
Fidelity® Small Cap Index	0.280%	2.263%	471,132	10,426	2023-10-31
iShares Russell 2000 Growth ETF	0.257%	0.000%	432,227	0	2023-12-29
Vanguard Extended Market Index Investor	0.245%	-0.025%	410,766	-103	2023-08-31
Delaware Mid Cap Growth Equity A	0.227%	0.000%	382,222	0	2023-09-30
Delaware Smid Cap Growth A	0.230%	14.681%	382,222	48,931	2023-02-28
IQ Merger Arbitrage ETF	0.211%	-0.440%	355,631	-1,571	2023-12-29
Heptagon Driehaus US Sm Cp Eq X1 USD Acc	0.200%	4.919%	334,156	15,666	2023-05-31
Hartford Small Cap Growth HLS IA	0.196%	1.194%	329,503	3,888	2023-10-31
PGIM Jennison Small Company A	0.193%	-51.460%	323,805	-343,279	2023-09-30
BlackRock Advantage Small Cap Core Instl	0.192%	0.000%	322,818	0	2023-09-30
DFA US Small Cap I	0.191%	-32.540%	320,825	-154,752	2023-12-31
Jennison SMid Cap Core Equity	0.188%	-55.352%	316,361	-392,210	2023-09-30
Fidelity NorthStar Sr F	0.178%	0.000%	300,000	0	2023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.174%	3.472%	292,066	9,800	2023-12-31
Invesco Dynamic Software ETF	0.175%	0.000%	290,034	0	2023-02-28
Northwestern Mutual Ser Small Cap Gr Stk	0.170%	7.281%	286,757	19,462	2023-09-30
Driehaus Small Cap Growth Institutional	0.171%	0.515%	285,545	1,463	2023-04-30
First Trust Merger Arbitrage Cl I	0.161%	0.000%	270,811	270,811	2023-12-31
TIAA-CREF Quant Small-Cap Equity Instl	0.161%	-20.702%	270,130	-70,520	2023-12-31
Fidelity Extended Market Index	0.149%	3.434%	251,235	8,342	2023-12-31
Pacific Select Mid-Cap Growth I	0.145%	0.000%	243,137	0	2023-09-30
Ivy Mid Cap Growth Composite	0.144%	19.846%	243,137	40,263	2023-09-30
Allspring Emerging Growth CIT E2	0.141%	147.117%	237,084	141,144	2023-06-30
Columbia Global Technology Growth Inst	0.137%	-3.096%	226,879	-7,248	2022-12-31
Columbia Global Technology Growth	0.137%	-5.374%	226,879	-12,885	2022-12-31
Man GLG Event Driven Alternative IN USD	0.128%	0.000%	216,187	216,187	2023-11-30
Herald Ord	0.119%	0.000%	200,000	200,000	2023-09-30
Fidelity Income Allocation Series A	0.117%	21.123%	196,518	34,271	2023-12-31
Empower Small Cap Growth II/Wellington	0.104%	6.516%	174,933	10,702	2023-06-30
GDL Fund	0.098%	0.000%	165,000	165,000	2023-12-31
Gabelli ABC AAA	0.089%	0.000%	150,000	150,000	2023-12-31
Fidelity Balanced Private Pool Cl B	0.088%	83.739%	148,130	67,510	2023-11-30
BSF Global Event Driven Z2 USD	0.088%	0.000%	147,937	0	2023-06-30
NT R2000 Growth Index Fund - NL	0.087%	0.065%	145,791	94	2023-12-31
NT R2000 Index Fund - NL	0.083%	0.237%	139,829	330	2023-12-31
Delaware Ivy VIP Mid Cap Growth II	0.074%	0.000%	124,213	0	2023-09-30
NT R2000 Index Fund - DC - NL - 2	0.065%	-0.149%	110,117	-164	2023-12-31