Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Engagesmart, Inc. (ESMT)  
$23.05 0.00 (0.00%) as of 4:30 Thu 1/25


Download
     
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GENERAL ATLANTIC LLC 1 - 2023-12-31 90,271,540 $2,067,218,000 0
   SUMMIT PARTNERS L P 2 - 2023-12-31 25,004,973 $572,614,000 0
   FIL LTD 157 *New 2023-12-31 6,733,388 $154,195,000 6,733,388
   VANGUARD GROUP INC 1776 - 2023-12-31 5,160,033 $118,165,000 -85,103
   BLACKROCK INC. 2099 - 2023-12-31 4,017,980 $92,012,000 -765,101
   Dragoneer Investment Group LLC 19 - 2023-12-31 2,191,705 $50,190,000 0
   HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS L.P. 6 *New 2023-12-31 1,552,308 $35,548,000 1,552,308
   STATE STREET CORP 1975 - 2023-12-31 1,283,453 $29,391,000 105,937
   Woodline Partners LP 104 - 2023-12-31 1,215,046 $27,825,000 1,204,614
   GEODE CAPITAL MANAGEMENT LLC 1788 - 2023-12-31 1,077,492 $24,677,000 71,697
   NUVEEN ASSET MANAGEMENT, LLC 1067 - 2023-12-31 989,378 $22,657,000 -201,952
   MORGAN STANLEY 2574 - 2023-12-31 970,529 $22,225,000 255,359
   DIMENSIONAL FUND ADVISORS INC 1967 - 2023-12-31 908,195 $20,798,000 -490,502
   MAGNETAR FINANCIAL LLC 48 *New 2023-12-31 891,994 $20,427,000 891,994
   GLAZER CAPITAL LLC 9 *New 2023-12-31 811,514 $18,584,000 811,514
   GABELLI FUNDS LLC 198 *New 2023-12-31 786,375 $18,008,000 786,375
   WATER ISLAND CAPITAL LLC 20 *New 2023-12-31 781,752 $17,902,000 781,752
   RENAISSANCE TECHNOLOGIES LLC 679 - 2023-12-31 744,000 $17,038,000 353,700
   JANUS HENDERSON GROUP PLC 577 - 2023-12-31 740,143 $16,949,000 2,659
   Qube Research & Technologies Ltd 487 - 2023-12-31 680,970 $15,594,000 678,765
   BANK OF AMERICA CORP /DE/ 1996 - 2023-12-31 675,287 $15,464,000 489,382
   TOKIO MARINE ASSET MANAGEMENT CO LTD 34 *New 2023-12-31 651,200 $14,912,000 651,200
   BROWN CAPITAL MANAGEMENT INC 43 *New 2023-12-31 630,229 $14,432,000 630,229
   Walleye Trading Advisors LLC 151 - 2023-12-31 488,962 $11,197,000 466,189
   NORTHERN TRUST CORP 2024 - 2023-12-31 463,524 $10,615,000 3,538
   GABELLI SECURITIES INC 18 *New 2023-12-31 401,000 $9,183,000 401,000
   NORGES BANK 1534 *New 2023-12-31 380,000 $8,702,000 380,000
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2083 - 2023-12-31 361,061 $8,268,000 4,130
   ALPINE ASSOCIATES MANAGEMENT INC. 31 *New 2023-12-31 354,500 $8,118,000 354,500
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 208 *New 2023-12-31 351,742 $8,055,000 351,742
   SUMMIT CREEK ADVISORS LLC 43 - 2023-12-31 323,307 $7,404,000 -237,583
   Man Group plc 738 *New 2023-12-31 300,000 $6,870,000 300,000
   MILLENNIUM MANAGEMENT LLC 1656 - 2023-12-31 285,436 $6,536,000 -2,387,035
   Vivaldi Asset Management LLC 52 *New 2023-12-31 280,199 $6,417,000 280,199
   CREDIT SUISSE/ 1202 - 2023-12-31 267,944 $6,136,000 222,503
   GOLDMAN SACHS GROUP INC/ 2474 - 2023-12-31 245,687 $5,626,000 144,526
   SENATOR INVESTMENT GROUP LP 59 - 2023-12-31 235,000 $5,382,000 -765,000
   UBS Group AG 1943 - 2023-12-31 233,845 $5,355,000 186,527
   BANK OF NEW YORK MELLON CORP 2388 - 2023-12-31 209,713 $4,802,000 9,087
   HERALD INVESTMENT MANAGEMENT LTD 31 - 2023-12-31 200,000 $4,580,000 0
   J P MORGAN CHASE & CO 2533 - 2023-12-31 187,426 $4,292,000 36,679
   CANADA PENSION PLAN INVESTMENT BOARD 703 *New 2023-12-31 173,600 $3,975,000 173,600
   BARCLAYS PLC 1682 - 2023-12-31 158,959 $3,640,000 96,205
   NOMURA HOLDINGS INC 324 *New 2023-12-31 140,598 $3,220,000 140,598
   TWO SIGMA INVESTMENTS LLC 1145 - 2023-12-31 132,574 $3,036,000 13,041
   BALYASNY ASSET MANAGEMENT LLC 892 - 2023-12-31 131,554 $3,013,000 116,871
   CNH PARTNERS LLC 129 *New 2023-12-31 128,304 $2,938,000 128,304
   NEW YORK STATE COMMON RETIREMENT FUND 1251 - 2023-12-31 127,736 $2,925,000 107,944
   GAMCO INVESTORS INC ET AL 426 *New 2023-12-31 125,683 $2,878,000 125,683
   TWO SIGMA ADVISERS, LLC 1098 - 2023-12-31 122,300 $2,801,000 -54,900
   PICTON MAHONEY ASSET MANAGEMENT 184 *New 2023-12-31 100,000 $2,290,000 100,000
   Swiss National Bank 1759 - 2023-12-31 98,900 $2,265,000 -11,000
   DARK FOREST CAPITAL MANAGEMENT LP 58 - 2023-12-31 87,808 $2,011,000 41,611
   Kellner Capital LLC 12 *New 2023-12-31 78,400 $1,795,000 78,400
   Cubist Systematic Strategies LLC 910 *New 2023-12-31 71,031 $1,627,000 71,031
   CARMIGNAC GESTION 116 *New 2023-12-31 68,389 $1,566,000 68,389
   RHUMBLINE ADVISERS 2047 - 2023-12-31 66,461 $1,522,000 1,756
   HRT FINANCIAL LLC 729 *New 2023-12-31 66,126 $1,514,000 66,126
   ALLIANCEBERNSTEIN L.P. 2081 - 2023-12-31 64,630 $1,480,000 6,810
   FIRST TRUST ADVISORS LP 1856 *New 2023-12-31 63,253 $1,448,000 63,253
   BROWN ADVISORY HOLDINGS INC 690 - 2023-12-31 62,822 $1,439,000 -1,568
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1112 *New 2023-12-31 52,967 $1,213,000 52,967
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1714 - 2023-12-31 52,712 $1,207,000 -2,252
   LEGAL & GENERAL GROUP PLC 2158 - 2023-12-31 51,555 $1,181,000 -1,575
   JET CAPITAL INVESTORS L P 10 *New 2023-12-31 46,145 $1,057,000 46,145
   AMERIPRISE FINANCIAL INC 3095 - 2023-12-31 45,586 $1,044,000 -89,966
   Centiva Capital LP 291 *New 2023-12-31 45,000 $1,031,000 45,000
   Susquehanna Portfolio Strategies LLC 590 - 2023-12-31 44,981 $1,030,000 0
   CITADEL ADVISORS LLC 2922 - 2023-12-31 43,883 $1,005,000 -2,175,574
   DEUTSCHE BANK AG 1962 - 2023-12-31 42,709 $978,000 18,457
   SPRINGBOK CAPITAL MANAGEMENT LLC 283 - 2023-12-31 36,353 $832,000 36,353
   Russell Investments Group Ltd. 1982 - 2023-12-31 36,185 $829,000 14,233
   ARP AMERICAS LLC 182 *New 2023-12-31 35,802 $820,000 35,802
   JANE STREET GROUP LLC 3458 *New 2023-12-31 34,652 $794,000 34,652
   RAYMOND JAMES & ASSOCIATES 2631 - 2023-12-31 34,525 $791,000 -31,989
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2129 - 2023-12-31 32,774 $751,000 -43,560
   FMR LLC 2409 - 2023-12-31 32,328 $740,000 7,031
   FORA Capital LLC 287 *New 2023-12-31 31,752 $727,000 31,752
   QUANTBOT TECHNOLOGIES LLC 594 - 2023-12-31 31,267 $716,000 20,804
   STRS OHIO 1051 - 2023-12-31 30,700 $703,000 13,000
   BCK CAPITAL MANAGEMENT LP 47 *New 2023-12-31 30,500 $698,000 30,500
   Squarepoint Ops LLC 1556 *New 2023-12-31 27,922 $639,000 27,922
   MANUFACTURERES LIFE INSURANCE CO 2042 - 2023-12-31 27,678 $634,000 -478
   MARSHALL WACE LLP 1338 - 2023-12-31 26,900 $616,000 -296,412
   BLACKSTONE GROUP L.P. 120 *New 2023-12-31 26,554 $608,000 26,554
   MetLife Investment Advisors LLC 1586 - 2023-12-31 25,965 $595,000 0
   PRINCIPAL FINANCIAL GROUP INC 1925 - 2023-12-31 25,695 $588,000 5,890
   GUGGENHEIM CAPITAL LLC 1392 *New 2023-12-31 25,320 $580,000 25,320
   Point72 Middle East FZE 384 *New 2023-12-31 24,227 $555,000 24,227
   AMERICAN INTERNATIONAL GROUP INC 1605 - 2023-12-31 24,164 $553,000 -98
   ROYAL BANK OF CANADA 3590 - 2023-12-31 23,415 $536,000 8,455
   INVESCO LTD 3093 - 2023-12-31 22,614 $518,000 -39,579
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 22,590 $517,000 0
   PRICE T ROWE ASSOCIATES INC /MD/ 2149 - 2023-12-31 22,293 $511,000 11,349
   DLD Asset Management LP 16 *New 2023-12-31 22,000 $504,000 22,000
   PROSHARE ADVISORS LLC 1038 *New 2023-12-31 21,686 $497,000 21,686
   XTX Topco Ltd 291 *New 2023-12-31 20,736 $475,000 20,736
   Kula Investments LLC 340 *New 2023-03-31 23,411 $451,000 23,411
   ING INVESTMENT MANAGEMENT LLC 1982 - 2023-12-31 19,562 $448,000 -123,853
   TEACHER RETIREMENT SYSTEM OF TEXAS 1415 - 2023-12-31 19,492 $446,000 -9,417

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results