Institutional shares held 150,509
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership 0.09%
# of Institutions 4


Latest Institutional Activity in ESMT

Top Purchases

Q4 2023
Fil LTD Shares Held: 6.73M ($0)
Q4 2023
Highland Capital Management Fund Advisors, L.P. Shares Held: 1.55M ($0)
Q4 2023
Woodline Partners LP Shares Held: 1.22M ($0)
Q4 2023
Morgan Stanley Shares Held: 971K ($0)
Q4 2023
Magnetar Financial LLC Shares Held: 892K ($0)

Top Sells

Q4 2023
Millennium Management LLC Shares Held: 285K ($0)
Q4 2023
Citadel Advisors LLC Shares Held: 43.9K ($0)
Q4 2023
Black Rock Inc. Shares Held: 4.02M ($0)
Q4 2023
Senator Investment Group LP Shares Held: 235K ($0)
Q4 2023
Next Century Growth Investors LLC Shares Held: 1.86K ($0)

About ESMT

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 wellness professionals to manage their practices; and InvoiceCloud, an electronic bill presentment and payment solution that helps government, utility, and financial services customers to digitize billing, client communications, and collections. It also provides HealthPay24, a patient engagement and payment platform that helps health systems, physician groups, dental practices, and medical billers to drive patient self-pay collections; and DonorDrive, a fundraising software platform that helps non-profits, healthcare organizations, and higher education institutions produce virtual events, launch branded donation campaigns, and create peer-to-peer fundraising experiences. The company was formerly known as EngageSmart, LLC. and changed its name to EngageSmart, Inc. in June 2021. EngageSmart, Inc. was incorporated in 2018 and is headquartered in Braintree, Massachusetts.


Insider Transactions at ESMT

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
111K Shares
From 7 Insiders
Exercise of conversion of derivative security 111K shares
Sell / Disposition
184M Shares
From 22 Insiders
Sale (or disposition) back to the issuer 95.8M shares
Other acquisition or disposition 87.9M shares
Payment of exercise price or tax liability 22.6K shares
Open market or private sale 51.5K shares

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