EngageSmart, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
GENERAL ATLANTIC, L.P. | 02/13/2024 | 90.27 M | $2.07 B | 0.00% | 53.88% |
SUMMIT PARTNERS L P | 01/12/2024 | 25.00 M | $572.61 M | 0.00% | 14.92% |
FIL LTD | 02/13/2024 | 6.73 M | $154.19 M | 100.00% | 4.02% |
VANGUARD GROUP INC | 03/11/2024 | 5.16 M | $118.16 M | -1.62% | 3.08% |
BLACKROCK INC. | 02/13/2024 | 4.02 M | $92.01 M | -16.00% | 2.40% |
DRAGONEER INVESTMENT GROUP, LLC | 02/14/2024 | 2.19 M | $50.19 M | 0.00% | 1.31% |
NEXPOINT ASSET MANAGEMENT, L.P. | 02/14/2024 | 1.55 M | $35.55 M | 100.00% | 0.93% |
STATE STREET CORP | 02/14/2024 | 1.28 M | $29.39 M | 9.00% | 0.77% |
WOODLINE PARTNERS LP | 02/14/2024 | 1.22 M | $27.82 M | 11,547.30% | 0.73% |
GEODE CAPITAL MANAGEMENT, LLC | 02/13/2024 | 1.08 M | $24.68 M | 7.13% | 0.64% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2024 | 989,378 | $22.66 M | -16.95% | 0.59% |
MORGAN STANLEY | 08/16/2024 | 970,529 | $22.23 M | 35.71% | 0.58% |
DIMENSIONAL FUND ADVISORS LP | 02/07/2024 | 908,195 | $20.80 M | -35.07% | 0.54% |
MAGNETAR FINANCIAL LLC | 02/13/2024 | 891,994 | $20.43 M | 100.00% | 0.53% |
GLAZER CAPITAL, LLC | 02/14/2024 | 811,514 | $18.58 M | 100.00% | 0.48% |
GABELLI FUNDS LLC | 02/13/2024 | 786,375 | $18.01 M | 100.00% | 0.47% |
WATER ISLAND CAPITAL LLC | 11/14/2024 | 781,752 | $17.90 M | 100.00% | 0.47% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2024 | 744,000 | $17.04 M | 90.62% | 0.44% |
JANUS HENDERSON GROUP PLC | 02/14/2024 | 740,143 | $16.95 M | 0.36% | 0.44% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/13/2024 | 680,970 | $15.59 M | 30,782.99% | 0.41% |
BANK OF AMERICA CORP /DE/ | 02/14/2024 | 675,287 | $15.46 M | 263.24% | 0.40% |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 02/02/2024 | 651,200 | $14.91 M | 100.00% | 0.39% |
BROWN CAPITAL MANAGEMENT LLC | 02/14/2024 | 630,229 | $14.43 M | 100.00% | 0.38% |
WALLEYE CAPITAL LLC | 02/14/2024 | 488,962 | $11.20 M | 2,047.11% | 0.29% |
NORTHERN TRUST CORP | 02/13/2024 | 463,524 | $10.61 M | 0.77% | 0.28% |
GABELLI & CO INVESTMENT ADVISERS, INC. | 02/13/2024 | 401,000 | $9.18 M | 100.00% | 0.24% |
NORGES BANK | 02/09/2024 | 380,000 | $8.70 M | -4.79% | 0.23% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2024 | 361,061 | $8.27 M | 1.16% | 0.22% |
ALPINE ASSOCIATES MANAGEMENT INC. | 02/12/2024 | 354,500 | $8.12 M | 100.00% | 0.21% |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 02/06/2024 | 351,742 | $8.05 M | 100.00% | 0.21% |
SUMMIT CREEK ADVISORS LLC | 02/07/2024 | 323,307 | $7.40 M | -42.36% | 0.19% |
MAN GROUP PLC | 02/14/2024 | 300,000 | $6.87 M | 100.00% | 0.18% |
MILLENNIUM MANAGEMENT LLC | 02/14/2024 | 285,436 | $6.54 M | -89.32% | 0.17% |
FIRST TRUST CAPITAL MANAGEMENT L.P. | 02/14/2024 | 280,199 | $6.42 M | 100.00% | 0.17% |
CREDIT SUISSE AG/ | 02/08/2024 | 267,944 | $6.14 M | 489.65% | 0.16% |
GOLDMAN SACHS GROUP INC | 05/14/2024 | 245,687 | $5.63 M | 142.87% | 0.15% |
SENATOR INVESTMENT GROUP LP | 02/14/2024 | 235,000 | $5.38 M | -76.50% | 0.14% |
UBS GROUP AG | 02/09/2024 | 233,845 | $5.36 M | 394.20% | 0.14% |
BANK OF NEW YORK MELLON CORP | 01/29/2024 | 209,713 | $4.80 M | 4.53% | 0.13% |
HERALD INVESTMENT MANAGEMENT LTD | 02/14/2024 | 200,000 | $4.58 M | 0.00% | 0.12% |
JPMORGAN CHASE & CO | 12/26/2024 | 187,426 | $4.29 M | 24.33% | 0.11% |
CANADA PENSION PLAN INVESTMENT BOARD | 02/14/2024 | 173,600 | $3.98 M | 100.00% | 0.10% |
BARCLAYS PLC | 02/15/2024 | 158,959 | $3.64 M | 153.31% | 0.09% |
NOMURA HOLDINGS INC | 03/27/2024 | 140,598 | $3.22 M | 100.00% | 0.08% |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/25/2024 | 137,236 | $3.14 M | -63.96% | 0.08% |
TWO SIGMA INVESTMENTS, LP | 02/14/2024 | 132,574 | $3.04 M | 10.91% | 0.08% |
BALYASNY ASSET MANAGEMENT L.P. | 02/14/2024 | 131,554 | $3.01 M | 795.96% | 0.08% |
AQR ARBITRAGE LLC | 02/14/2024 | 128,304 | $2.94 M | 100.00% | 0.08% |
NEW YORK STATE COMMON RETIREMENT FUND | 02/01/2024 | 127,736 | $2.93 M | 545.39% | 0.08% |
GAMCO INVESTORS, INC. ET AL | 02/14/2024 | 125,683 | $2.88 M | 100.00% | 0.08% |
EngageSmart, Inc. institutional Ownership - FAQ's
During the previous two years, 11 institutional investors and hedge funds held shares of EngageSmart, Inc.. The most heavily invested institutionals were:
CREDIT SUISSE AG/: 0
Kellner Capital, LLC: 78,400
JET CAPITAL INVESTORS L P: 46,145
Point72 Middle East FZE: 24,227
Kula Investments, LLC: 23,411
Alpha Paradigm Partners, LLC: 13,387
94.35% of EngageSmart, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 617,598 shares in the last 24 months. This purchase volume represents approximately $14.24 M in transactions.