Purchases and Sales Made in Q3 2023 in Engage Smart, Inc. (ESMT)
This table provides information about the institutional ownership of Engage Smart, Inc. (ESMT) during Q3 2023. The information is specifically focused on institutions that hold shares of EngageSmart, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Dragoneer Investment Group, LLC
San Francisco, CA |
BUY
|
- |
2.19MNew |
$35.7M - $42.9M
|
2.19M
$0
|
|
Oct 30, 2023
Q3 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
561KNew |
$9.13M - $11M
|
561K
$0
|
|
Nov 14, 2023
Q3 2023
|
Cat Rock Capital Management LP
Greenwich, CT |
BUY
|
- |
554K+ 35.7% |
$9.02M - $10.8M
|
2.11M
$0
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
399KNew |
$6.5M - $7.81M
|
399K
$0
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
381KNew |
$6.2M - $7.46M
|
381K
$0
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
329K+ 30.75% |
$5.35M - $6.44M
|
1.4M
$0
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
239K+ 5.26% |
$3.89M - $4.68M
|
4.78M
$0
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
225K+ 11.29% |
$3.67M - $4.41M
|
2.22M
$0
|
|
Nov 13, 2023
Q3 2023
|
Herald Investment Management LTD
|
BUY
|
- |
200KNew |
$3.26M - $3.92M
|
200K
$0
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
186K+ 22.73% |
$3.03M - $3.65M
|
1.01M
$0
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
123K+ 2.41% |
$2.01M - $2.41M
|
5.25M
$0
|
|
Nov 14, 2023
Q3 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
119K+ 19.02% |
$1.94M - $2.33M
|
745K
$0
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
111K+ 10.43% |
$1.81M - $2.18M
|
1.18M
$0
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
101KNew |
$1.64M - $1.97M
|
101K
$0
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
71.6K+ 5.39% |
$1.17M - $1.4M
|
1.4M
$0
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
68.6K+ 23.81% |
$1.12M - $1.34M
|
357K
$0
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
59.2KNew |
$964K - $1.16M
|
59.2K
$0
|
|
Nov 13, 2023
Q3 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
55.2KNew |
$899K - $1.08M
|
55.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
51.2K+ 2.08% |
$833K - $1M
|
2.51M
$0
|
|
Nov 14, 2023
Q3 2023
|
Frontier Capital Management CO LLC
|
BUY
|
- |
50KNew |
$814K - $979K
|
50K
$0
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
49.5K+ 12.07% |
$806K - $970K
|
460K
$0
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
47.6K+ 184.52% |
$774K - $931K
|
73.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
46.5KNew |
$758K - $911K
|
46.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.1K+ 44.02% |
$750K - $902K
|
151K
$0
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
38.5KNew |
$626K - $753K
|
38.5K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.1KNew |
$360K - $433K
|
22.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
22KNew |
$357K - $430K
|
22K
$0
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
21.4KNew |
$348K - $419K
|
21.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
20.9KNew |
$341K - $410K
|
20.9K
$0
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19KNew |
$309K - $372K
|
19K
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6KNew |
$269K - $324K
|
16.6K
$0
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
14.6K+ 37.79% |
$237K - $285K
|
53.1K
$0
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
13.6KNew |
$221K - $266K
|
13.6K
$0
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
11.7K+ 22.91% |
$190K - $229K
|
62.8K
$0
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
10.9KNew |
$178K - $214K
|
10.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
10.9KNew |
$177K - $213K
|
10.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
10.4KNew |
$170K - $204K
|
10.4K
$0
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
7.88K+ 20.58% |
$128K - $154K
|
46.2K
$0
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7.35K+ 35.29% |
$120K - $144K
|
28.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.99K+ 87.75% |
$114K - $137K
|
15K
$0
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.78K+ 35.35% |
$110K - $133K
|
26K
$0
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.57K+ 169.04% |
$107K - $129K
|
10.5K
$0
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.84K+ 61.51% |
$78.7K - $94.7K
|
12.7K
$0
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
4.75K+ 16.23% |
$77.3K - $93K
|
34K
$0
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.58K+ 30.12% |
$74.6K - $89.8K
|
19.8K
$0
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.29K+ 15.71% |
$53.6K - $64.5K
|
24.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.26K+ 26.39% |
$53.1K - $63.9K
|
15.6K
$0
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.05K+ 26.23% |
$49.7K - $59.7K
|
14.7K
$0
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.02K+ 4.89% |
$49.1K - $59.1K
|
64.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
2.34K+ 2.55% |
$38.2K - $45.9K
|
94.2K
$0
|