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Get Institutions for : 
Engagesmart, Inc. (ESMT)  
$23.05 0.00 (0.00%) as of 4:30 Thu 1/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 148    17
Total shares held : 
 158,074,955  
% of shares held : 
 98.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   18  
Amount of shares held : 
 2,700,629  
% of shares held change : 
   1.69%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $18.63  
Last Quarter's Ending Price : 
 $22.90  
Last Quarter's Average Price : 
 $22.19  
Change from last quarter's     
avg. price to the last closing  : 
0.86 (3.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 16,446,184
 10.4%
 
Increased Positions :
42
 4,775,901
 3.02%
 
Unchanged Positions :
17
 117,803,665
 74.52%
 
Decreased Positions :
41
-10,424,077
-6.59%
 
Closed Positions :
31
-8,097,379
-5.12%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORGES BANK 1536 - 2023-12-31 380,000 $8,702,000 309,200
   Kellner Capital LLC 12 *New 2023-12-31 78,400 $1,795,000 78,400
   Kula Investments LLC 340 *New 2023-03-31 23,411 $451,000 23,411
   Alpha Paradigm Partners LLC 288 *New 2022-12-31 13,387 $236,000 13,387
   Cape Investment Advisory Inc. 1000 *New 2023-12-31 56 $1,000 56
   WELLINGTON MANAGEMENT CO LLP 1774 *Closed 2024-03-31 0 $0 -14,509
   Woodline Partners LP 526 *Closed 2024-03-31 0 $0 -1,215,046
   WELLS FARGO & CO/MN 5664 *Closed 2024-03-31 0 $0 -15,564
   STIFEL FINANCIAL CORP 3307 *Closed 2024-03-31 0 $0 -13,635
   Swiss National Bank 2508 *Closed 2024-03-31 0 $0 -98,900
   LAZARD ASSET MANAGEMENT LLC 1864 *Closed 2024-03-31 0 $0 -4,959
   JANUS HENDERSON GROUP PLC 2525 *Closed 2024-03-31 0 $0 -740,143
   BARCLAYS PLC 3981 *Closed 2024-03-31 0 $0 -158,959
   Covestor Ltd 2204 *Closed 2024-03-31 0 $0 -8,964
   PROEQUITIES INC. 2698 *Closed 2024-03-31 0 $0 0
   FEDERATED INVESTORS INC /PA/ 2018 *Closed 2024-03-31 0 $0 -973
   DIMENSIONAL FUND ADVISORS INC 3392 *Closed 2024-03-31 0 $0 -908,195
   Squarepoint Ops LLC 2448 *Closed 2024-03-31 0 $0 -27,922
   Lindbrook Capital LLC 2552 *Closed 2024-03-31 0 $0 -25
   Susquehanna Portfolio Strategies LLC 804 *Closed 2024-03-31 0 $0 -44,981
   Dragoneer Investment Group LLC 30 *Closed 2024-03-31 0 $0 -2,191,705
   Coston McIsaac & Partners 589 *Closed 2024-03-31 0 $0 -286
   JET CAPITAL INVESTORS L P 1 *Closed 2024-03-31 0 $0 -46,145
   Point72 Middle East FZE 179 *Closed 2024-03-31 0 $0 -24,227
   GABELLI SECURITIES INC 231 *Closed 2024-03-31 0 $0 -401,000
   STATE STREET CORP 4182 *Closed 2024-03-31 0 $0 -1,283,453
   LEGAL & GENERAL GROUP PLC 3355 *Closed 2024-03-31 0 $0 -51,555
   MAGNETAR FINANCIAL LLC 338 *Closed 2024-03-31 0 $0 -891,994
   Vivaldi Asset Management LLC 126 *Closed 2024-03-31 0 $0 -280,199
   Man Group plc 1915 *Closed 2024-03-31 0 $0 -300,000
   CWM LLC 4326 *Closed 2024-03-31 0 $0 -1,662
   PRICE T ROWE ASSOCIATES INC /MD/ 2937 *Closed 2024-03-31 0 $0 -22,293
   QUADRANT CAPITAL GROUP LLC 2665 *Closed 2024-03-31 0 $0 -367
   BLACKROCK INC. 4984 *Closed 2024-03-31 0 $0 -4,017,980
   Rosenberg Matthew Hamilton 844 *Closed 2024-03-31 0 $0 -300
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 2170 *Closed 2024-03-31 0 $0 -14,010
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2523 *Closed 2024-03-31 0 $0 -22,590
   Glassman Wealth Services 966 *Closed 2024-03-31 0 $0 -31
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1418 *Closed 2024-03-31 0 $0 -351,742
   Centiva Capital LP 1616 *Closed 2024-03-31 0 $0 -45,000
   DARK FOREST CAPITAL MANAGEMENT LP 726 *Closed 2024-03-31 0 $0 -87,808
   PICTON MAHONEY ASSET MANAGEMENT 389 *Closed 2024-03-31 0 $0 -100,000
   PNC FINANCIAL SERVICES GROUP INC 4437 *Closed 2024-03-31 0 $0 -25
   US BANCORP 3842 *Closed 2024-03-31 0 $0 -24
   MANUFACTURERES LIFE INSURANCE CO 2995 *Closed 2024-03-31 0 $0 -27,678
   GOLDMAN SACHS GROUP INC/ 4700 *Closed 2024-03-31 0 $0 -245,687
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 1700 *Closed 2023-12-31 0 $0 -75,736
   Walleye Trading Advisors LLC 2542 *Closed 2024-03-31 0 $0 -488,962
   Parallel Advisors LLC 3172 *Closed 2024-03-31 0 $0 -678
   DEUTSCHE BANK AG 3476 *Closed 2024-03-31 0 $0 -42,709
   Engineers Gate Manager LP 2116 *Closed 2024-03-31 0 $0 -10,190
   AMERIPRISE FINANCIAL INC 3810 *Closed 2024-03-31 0 $0 -45,586
   ING INVESTMENT MANAGEMENT LLC 2664 *Closed 2024-03-31 0 $0 -19,562
   SUMMIT CREEK ADVISORS LLC 70 *Closed 2024-03-31 0 $0 -323,307
   NUVEEN ASSET MANAGEMENT, LLC 3254 *Closed 2024-03-31 0 $0 -989,378
   BCK CAPITAL MANAGEMENT LP 73 *Closed 2024-03-31 0 $0 -30,500
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3528 *Closed 2024-03-31 0 $0 -361,061
   CANADA PENSION PLAN INVESTMENT BOARD 1183 *Closed 2024-03-31 0 $0 -173,600
   MILLENNIUM MANAGEMENT LLC 4075 *Closed 2024-03-31 0 $0 -285,436
   MARSHALL WACE LLP 2426 *Closed 2024-03-31 0 $0 -26,900
   HARVEST MANAGEMENT LLC 48 *Closed 2024-03-31 0 $0 -19,000
   PROSHARE ADVISORS LLC 2007 *Closed 2024-03-31 0 $0 -21,686
   Cubist Systematic Strategies LLC 2490 *Closed 2024-03-31 0 $0 -71,031
   STRS OHIO 1945 *Closed 2024-03-31 0 $0 -30,700
   RENAISSANCE TECHNOLOGIES LLC 4013 *Closed 2024-03-31 0 $0 -744,000
   QUANTBOT TECHNOLOGIES LLC 1804 *Closed 2024-03-31 0 $0 -31,267
   TWO SIGMA ADVISERS, LLC 2548 *Closed 2024-03-31 0 $0 -122,300
   NOMURA HOLDINGS INC 1154 *Closed 2024-03-31 0 $0 -140,598
   FMR LLC 5311 *Closed 2024-03-31 0 $0 -32,328
   BROWN ADVISORY HOLDINGS INC 1295 *Closed 2024-03-31 0 $0 -62,822
   SIGNATUREFD, LLC 3208 *Closed 2024-03-31 0 $0 -294
   XTX Topco Ltd 1886 *Closed 2024-03-31 0 $0 -20,736
   SPRINGBOK CAPITAL MANAGEMENT LLC 1334 *Closed 2024-03-31 0 $0 -36,353
   ARIZONA STATE RETIREMENT SYSTEM 2166 *Closed 2024-03-31 0 $0 -14,036
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3443 *Closed 2024-03-31 0 $0 -32,774
   FIXED INCOME SECURITIES INC 1433 *Closed 2024-03-31 0 $0 -3,057
   VANGUARD GROUP INC 4521 *Closed 2024-03-31 0 $0 -5,160,033
   WATER ISLAND CAPITAL LLC 56 *Closed 2024-03-31 0 $0 -781,752
   RAYMOND JAMES & ASSOCIATES 3927 *Closed 2024-03-31 0 $0 -34,525
   JANNEY MONTGOMERY SCOTT LLC 2809 *Closed 2024-03-31 0 $0 -19,000
   PenderFund Capital Management Ltd. 131 *Closed 2024-03-31 0 $0 -14,173
   Renaissance Capital LLC 57 *Closed 2024-03-31 0 $0 -30,774
   GENERAL ATLANTIC LLC 25 *Closed 2024-03-31 0 $0 -90,271,540
   SENATOR INVESTMENT GROUP LP 77 *Closed 2024-03-31 0 $0 -235,000
   BROWN CAPITAL MANAGEMENT INC 135 *Closed 2024-03-31 0 $0 -630,229
   BALYASNY ASSET MANAGEMENT LLC 2152 *Closed 2024-03-31 0 $0 -131,554
   MetLife Investment Advisors LLC 2817 *Closed 2024-03-31 0 $0 -25,965
   SEI INVESTMENTS CO 2639 *Closed 2024-03-31 0 $0 -10,815
   INVESCO LTD 3848 *Closed 2024-03-31 0 $0 -22,614
   BANK OF NEW YORK MELLON CORP 4198 *Closed 2024-03-31 0 $0 -209,713
   FORA Capital LLC 561 *Closed 2024-03-31 0 $0 -31,752
   ROYAL BANK OF CANADA 6707 *Closed 2024-03-31 0 $0 -23,415
   BANK OF AMERICA CORP /DE/ 6817 *Closed 2024-03-31 0 $0 -675,287
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6393 *Closed 2024-03-31 0 $0 -16,258
   SUMMIT PARTNERS L P 11 *Closed 2024-03-31 0 $0 -25,004,973
   TEACHER RETIREMENT SYSTEM OF TEXAS 1796 *Closed 2024-03-31 0 $0 -19,492
   SUMMIT INVESTMENT ADVISORS INC 3099 *Closed 2024-03-31 0 $0 -4,794
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 2685 *Closed 2024-03-31 0 $0 -9,770
   ALLIANCEBERNSTEIN L.P. 3181 *Closed 2024-03-31 0 $0 -64,630
   JANE STREET GROUP LLC 5952 *Closed 2024-03-31 0 $0 -34,652
  100 Records found
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