# ENGAGESMART INC (ESMT)

> Institutional ownership reported to the SEC as of Q4 2023, from Form 13F filings. Source: https://holderbook.com/stocks/ESMT/

- Reporting holders: 150
- Reported value: $3.7B
- Held through calls: 0.1%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [GENERAL ATLANTIC, L.P.](https://holderbook.com/funds/1017645-general-atlantic-l-p/) | $2.1B | 90,271,540 | 29.7% | 10 |
| [SUMMIT PARTNERS L P](https://holderbook.com/funds/830588-summit-partners-l-p/) | $572.6M | 25,004,973 | 20.9% | 10 |
| [FIL Ltd](https://holderbook.com/funds/318989-fil-ltd/) | $154.2M | 6,733,388 | 0.2% | 1 |
| [VANGUARD GROUP INC](https://holderbook.com/funds/102909-vanguard-group-inc/) | $118.2M | 5,160,033 | 0.0% | 10 |
| [BlackRock Inc.](https://holderbook.com/funds/1364742-blackrock-inc/) | $92.0M | 4,017,980 | 0.0% | 10 |
| [Dragoneer Investment Group, LLC](https://holderbook.com/funds/1602189-dragoneer-investment-group-llc/) | $50.2M | 2,191,705 | 1.1% | 2 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $44.5M | 1,941,058 | 0.0% | 10 |
| [NEXPOINT ASSET MANAGEMENT, L.P.](https://holderbook.com/funds/1469877-nexpoint-asset-management-l-p/) | $35.5M | 1,552,308 | 5.4% | 1 |
| [STATE STREET CORP](https://holderbook.com/funds/93751-state-street-corp/) | $29.4M | 1,283,453 | 0.0% | 9 |
| [Woodline Partners LP](https://holderbook.com/funds/1784547-woodline-partners-lp/) | $27.8M | 1,215,046 | 0.3% | 2 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1214717-geode-capital-management-llc/) | $24.7M | 1,077,492 | 0.0% | 9 |
| [Nuveen Asset Management, LLC](https://holderbook.com/funds/1521019-nuveen-asset-management-llc/) | $22.7M | 989,378 | 0.0% | 9 |
| [DIMENSIONAL FUND ADVISORS LP](https://holderbook.com/funds/354204-dimensional-fund-advisors-lp/) | $20.8M | 908,195 | 0.0% | 5 |
| [Magnetar Financial LLC](https://holderbook.com/funds/1352851-magnetar-financial-llc/) | $20.4M | 891,994 | 0.5% | 1 |
| [GLAZER CAPITAL, LLC](https://holderbook.com/funds/1076809-glazer-capital-llc/) | $18.6M | 811,514 | 1.9% | 1 |
| [GABELLI FUNDS LLC](https://holderbook.com/funds/1081407-gabelli-funds-llc/) | $18.0M | 786,375 | 0.1% | 1 |
| [WATER ISLAND CAPITAL LLC](https://holderbook.com/funds/1222765-water-island-capital-llc/) | $17.9M | 781,752 | 1.8% | 1 |
| [RENAISSANCE TECHNOLOGIES LLC](https://holderbook.com/funds/1037389-renaissance-technologies-llc/) | $17.0M | 744,000 | 0.0% | 9 |
| [JANUS HENDERSON GROUP PLC](https://holderbook.com/funds/1274173-janus-henderson-group-plc/) | $16.9M | 740,143 | 0.0% | 10 |
| [Qube Research & Technologies Ltd](https://holderbook.com/funds/1729829-qube-research-technologies-ltd/) | $15.6M | 680,970 | 0.0% | 2 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $15.5M | 675,287 | 0.0% | 10 |
| [TOKIO MARINE ASSET MANAGEMENT CO LTD](https://holderbook.com/funds/1504169-tokio-marine-asset-management-co-ltd/) | $14.9M | 651,200 | 0.8% | 1 |
| [BROWN CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/885062-brown-capital-management-llc/) | $14.4M | 630,229 | 0.2% | 1 |
| [Walleye Capital LLC](https://holderbook.com/funds/1758720-walleye-capital-llc/) | $11.2M | 488,962 | 0.0% | 6 |
| [NORTHERN TRUST CORP](https://holderbook.com/funds/73124-northern-trust-corp/) | $10.6M | 463,524 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2023 | 150 | $3.7B |
| Q3 2023 | 132 | $2.8B |
| Q2 2023 | 127 | $3.0B |
| Q1 2023 | 146 | $3.0B |
| Q4 2022 | 119 | $2.7B |
| Q3 2022 | 100 | $3.1B |
| Q2 2022 | 91 | $2.4B |
| Q1 2022 | 72 | $3.1B |
| Q4 2021 | 76 | $3.4B |
| Q3 2021 | 77 | $4.8B |