ENGAGESMART INC (ESMT)
Institutional ownership reported to the SEC as of Q4 2023, across 10 quarters.
135
Reporting holders
$3.6B
Reported value
0.1%
Held as options
+17
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GENERAL ATLANTIC, L.P. | $2.1B | 90,271,540 | 29.66% | 10q | HELD |
| SUMMIT PARTNERS L P | $572.6M | 25,004,973 | 20.89% | 10q | HELD |
| FIL Ltd | $154.2M | 6,733,388 | 0.16% | new | NEW |
| VANGUARD GROUP INC | $118.2M | 5,160,033 | 0.00% | 10q | -1.6%-$1.9M |
| BlackRock Inc. | $92.0M | 4,017,980 | 0.00% | 10q | -16.0%-$17.5M |
| Dragoneer Investment Group, LLC | $50.2M | 2,191,705 | 1.09% | 2q | HELD |
| MORGAN STANLEY | $44.5M | 1,941,058 | 0.00% | 10q | +171.4%+$28.1M |
| NEXPOINT ASSET MANAGEMENT, L.P. | $35.5M | 1,552,308 | 5.35% | new | NEW |
| STATE STREET CORP | $29.4M | 1,283,453 | 0.00% | 9q | +9.0%+$2.4M |
| Woodline Partners LP | $27.8M | 1,215,046 | 0.30% | 2q | +11547.3%+$27.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $24.7M | 1,077,492 | 0.00% | 9q | +7.1%+$1.6M |
| Nuveen Asset Management, LLC | $22.7M | 989,378 | 0.01% | 9q | -17.0%-$4.6M |
| DIMENSIONAL FUND ADVISORS LP | $20.8M | 908,195 | 0.01% | 5q | -35.1%-$11.2M |
| Magnetar Financial LLC | $20.4M | 891,994 | 0.52% | new | NEW |
| GABELLI FUNDS LLC | $18.0M | 786,375 | 0.14% | new | NEW |
| WATER ISLAND CAPITAL LLC | $17.9M | 781,752 | 1.77% | new | NEW |
| JANUS HENDERSON GROUP PLC | $16.9M | 740,143 | 0.01% | 10q | HELD |
| Qube Research & Technologies Ltd | $15.6M | 680,970 | 0.03% | 2q | +30783.0%+$15.5M |
| BANK OF AMERICA CORP /DE/ | $15.5M | 675,287 | 0.00% | 10q | +263.2%+$11.2M |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | $14.9M | 651,200 | 0.82% | new | NEW |
| BROWN CAPITAL MANAGEMENT LLC | $14.4M | 630,229 | 0.22% | new | NEW |
| Walleye Capital LLC | $11.2M | 488,962 | 0.02% | 6q | +2047.1%+$10.7M |
| NORTHERN TRUST CORP | $10.6M | 463,524 | 0.00% | 10q | +0.8%+$81.0K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $9.2M | 401,000 | 1.72% | new | NEW |
| NORGES BANK | $8.7M | 380,000 | 0.00% | 6q | -4.8%-$437.4K |
| JPMORGAN CHASE & CO | $8.6M | 374,852 | 0.00% | 9q | +148.7%+$5.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.3M | 361,061 | 0.00% | 9q | +1.2%+$94.6K |
| ALPINE ASSOCIATES MANAGEMENT INC. | $8.1M | 354,500 | 0.42% | new | NEW |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $8.1M | 351,742 | 0.08% | new | NEW |
| Summit Creek Advisors LLC | $7.4M | 323,307 | 0.99% | 2q | -42.4%-$5.4M |
| Man Group plc | $6.9M | 300,000 | 0.02% | new | NEW |
| UBS Group AG | $6.7M | 233,845 | 0.00% | 9q | +394.2%+$5.4M |
| MILLENNIUM MANAGEMENT LLC | $6.5M | 285,436 | 0.00% | 10q | -89.3%-$54.7M |
| First Trust Capital Management L.P. | $6.4M | 280,199 | 0.49% | new | NEW |
| CREDIT SUISSE AG/ | $6.1M | 267,944 | 0.01% | 3q | +489.7%+$5.1M |
| GOLDMAN SACHS GROUP INC | $5.6M | 245,687 | 0.00% | 8q | +142.9%+$3.3M |
| Senator Investment Group LP | $5.4M | 235,000 | 0.23% | 7q | -76.5%-$17.5M |
| Bank of New York Mellon Corp | $4.8M | 209,713 | 0.00% | 9q | +4.5%+$208.1K |
| Herald Investment Management Ltd | $4.6M | 200,000 | 0.87% | 2q | HELD |
| CANADA PENSION PLAN INVESTMENT BOARD | $4.0M | 173,600 | 0.01% | new | NEW |
| BARCLAYS PLC | $3.6M | 158,959 | 0.00% | 8q | +153.3%+$2.2M |
| NOMURA HOLDINGS INC | $3.2M | 140,598 | 0.01% | new | NEW |
| Allspring Global Investments Holdings, LLC | $3.1M | 137,236 | 0.01% | 6q | -64.0%-$5.6M |
| TWO SIGMA INVESTMENTS, LP | $3.0M | 132,574 | 0.01% | 6q | +10.9%+$298.6K |
| Balyasny Asset Management L.P. | $3.0M | 131,554 | 0.01% | 3q | +796.0%+$2.7M |
| AQR Arbitrage LLC | $2.9M | 128,304 | 0.12% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $2.9M | 127,736 | 0.00% | 10q | +545.4%+$2.5M |
| GAMCO INVESTORS, INC. ET AL | $2.9M | 125,683 | 0.03% | new | NEW |
| TWO SIGMA ADVISERS, LP | $2.8M | 122,300 | 0.01% | 5q | -31.0%-$1.3M |
| Swiss National Bank | $2.3M | 98,900 | 0.00% | 3q | -10.0%-$251.9K |
| DARK FOREST CAPITAL MANAGEMENT LP | $2.0M | 87,808 | 0.30% | 5q | +90.1%+$952.9K |
| Cubist Systematic Strategies, LLC | $1.6M | 71,031 | 0.01% | new | NEW |
| Carmignac Gestion | $1.6M | 68,389 | 0.03% | new | NEW |
| RHUMBLINE ADVISERS | $1.5M | 66,461 | 0.00% | 9q | +2.7%+$40.2K |
| ALLIANCEBERNSTEIN L.P. | $1.5M | 64,630 | 0.00% | 7q | +11.8%+$155.9K |
| FIRST TRUST ADVISORS LP | $1.4M | 63,253 | 0.00% | new | NEW |
| BROWN ADVISORY INC | $1.4M | 62,822 | 0.00% | 8q | -2.4%-$35.9K |
| CITADEL ADVISORS LLC | $1.4M | 43,883 | 0.00% | 10q | -98.0%-$71.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 16,258 | 0.00% | 9q | -77.8%-$4.9M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.2M | 52,967 | 0.00% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.2M | 52,712 | 0.00% | 9q | -4.1%-$51.6K |
| Legal & General Group Plc | $1.2M | 51,555 | 0.00% | 9q | -3.0%-$36.1K |
| JANE STREET GROUP, LLC | $1.2M | 34,652 | 0.00% | new | NEW |
| JET CAPITAL INVESTORS L P | $1.1M | 46,145 | 2.07% | new | NEW |
| AMERIPRISE FINANCIAL INC | $1.0M | 45,586 | 0.00% | 10q | -66.4%-$2.1M |
| OXFORD ASSET MANAGEMENT LLP | $1.0M | 45,192 | 1.62% | new | NEW |
| Centiva Capital, LP | $1.0M | 45,000 | 0.02% | new | NEW |
| Susquehanna Portfolio Strategies, LLC | $1.0M | 44,981 | 0.02% | new | FIRST |
| DEUTSCHE BANK AG\ | $978.0K | 42,709 | 0.00% | 9q | +76.1%+$422.7K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $832.5K | 36,353 | 0.06% | new | NEW |
| Russell Investments Group, Ltd. | $828.6K | 36,185 | 0.00% | 2q | +64.8%+$325.9K |
| Versor Investments LP | $819.9K | 35,802 | 0.17% | new | NEW |
| RAYMOND JAMES & ASSOCIATES | $790.6K | 34,525 | 0.00% | 9q | -48.1%-$732.5K |
| Raymond James Financial Services Advisors, Inc. | $750.5K | 32,774 | 0.00% | 9q | -57.1%-$997.5K |
| FMR LLC | $740.3K | 32,328 | 0.00% | 10q | +27.8%+$161.0K |
| FORA Capital, LLC | $727.1K | 31,752 | 0.06% | new | NEW |
| Quantbot Technologies LP | $716.0K | 31,267 | 0.04% | 5q | +198.8%+$476.4K |
| Renaissance Capital LLC | $704.7K | 30,774 | 0.35% | new | NEW |
| BCK Capital Management LP | $698.5K | 30,500 | 0.69% | new | NEW |
| Squarepoint Ops LLC | $639.4K | 27,922 | 0.00% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $633.8K | 27,678 | 0.00% | 7q | -1.7%-$10.9K |
| MARSHALL WACE, LLP | $616.0K | 26,900 | 0.00% | 5q | -91.7%-$6.8M |
| Blackstone Inc. | $608.1K | 26,554 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $594.6K | 25,965 | 0.00% | 9q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $588.4K | 25,695 | 0.00% | 3q | +29.7%+$134.9K |
| GUGGENHEIM CAPITAL LLC | $579.8K | 25,320 | 0.00% | new | NEW |
| Point72 Middle East FZE | $554.8K | 24,227 | 0.02% | new | NEW |
| AMERICAN INTERNATIONAL GROUP, INC. | $553.4K | 24,164 | 0.00% | 9q | HELD |
| Royal Bank of Canada | $536.0K | 23,415 | 0.00% | 9q | +56.5%+$193.5K |
| Invesco Ltd. | $517.9K | 22,614 | 0.00% | 9q | -63.6%-$906.4K |
| Mirae Asset Global Investments Co., Ltd. | $517.3K | 22,590 | 0.00% | 7q | HELD |
| DLD Asset Management, LP | $503.8K | 22,000 | 0.06% | new | NEW |
| ProShare Advisors LLC | $496.6K | 21,686 | 0.00% | new | NEW |
| XTX Topco Ltd | $474.9K | 20,736 | 0.10% | new | NEW |
| Voya Investment Management LLC | $448.0K | 19,562 | 0.00% | 7q | -86.4%-$2.8M |
| HARVEST MANAGEMENT LLC | $435.1K | 19,000 | 0.40% | new | NEW |
| PenderFund Capital Management Ltd. | $430.1K | 14,173 | 0.14% | new | NEW |
| GROUP ONE TRADING, L.P. | $412.2K | options only | 0.00% | 4q | OPTIONS |
| Tower Research Capital LLC (TRC) | $362.8K | 15,844 | 0.00% | 9q | +251.5%+$259.6K |
| WELLS FARGO & COMPANY/MN | $356.4K | 15,564 | 0.00% | 10q | +19.5%+$58.2K |
Showing the largest 100 of 150 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2023 | 135 | $3.6B | 157,362,924 | 45 | 35 | 36 | 0.1% |
| Q3 2023 | 118 | $2.8B | 155,165,704 | 19 | 46 | 36 | 0.7% |
| Q2 2023 | 115 | $3.0B | 154,189,509 | 12 | 53 | 37 | 0.4% |
| Q1 2023 | 124 | $2.8B | 147,642,555 | 36 | 53 | 27 | 0.0% |
| Q4 2022 | 94 | $2.6B | 146,129,880 | 23 | 34 | 23 | 0.0% |
| Q3 2022 | 100 | $3.1B | 150,397,688 | 22 | 37 | 27 | 0.0% |
| Q2 2022 | 91 | $2.4B | 146,996,583 | 28 | 41 | 14 | 0.4% |
| Q1 2022 | 72 | $3.1B | 144,259,466 | 20 | 26 | 20 | 0.2% |
| Q4 2021 | 76 | $3.4B | 142,287,369 | 39 | 18 | 9 | 0.3% |
| Q3 2021 | 77 | $4.8B | 140,425,482 | 77 | 0 | 0 | 0.0% |