Wellington Management Group LLP Engage Smart, Inc. Transaction History

Wellington Management Group LLP

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$18.44 - $22.93 $267,545 - $332,691	14,509 New	14,509 $332,000
Q3 2023 Nov 14, 2023	BUY	$16.28 - $19.58 $1.17 Million - $1.4 Million	71,635 Added 5.39%	1,399,751 $25.2 Million
Q2 2023 Aug 14, 2023	BUY	$16.0 - $19.45 $779,824 - $947,973	48,739 Added 3.81%	1,328,116 $25.4 Million
Q1 2023 May 12, 2023	BUY	$16.83 - $21.72 $4.54 Million - $5.86 Million	269,580 Added 26.7%	1,279,377 $24.6 Million
Q4 2022 Feb 13, 2023	BUY	$15.44 - $22.27 $15.6 Million - $22.5 Million	1,009,797 New	1,009,797 $17.8 Million
Q4 2021 Feb 11, 2022	SELL	$20.54 - $34.43 $373,499 - $626,075	-18,184 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$33.51 - $35.39 $609,345 - $643,531	18,184 New	18,184 $619,000

151K

Ticker ESMT
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 163,836,000
Description
EngageSmart, Inc. provides Software-as-a-Service based customer engagement software and integrated payment solutions. It operates through two segments, Enterprise Solutions and SMB (small and medium sized business) Solutions. The company offers SimplePractice, an end-to-end practice management and electronic health record platform for health and...

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