EngageSmart, Inc.
EngageSmart, Inc. (ESMT) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · ESMT · as of Dec 31, 2023
Ownership Breakdown
152
Institutional Holders
▲ 15 vs Q3
$3.62B
Total Inst. Value
▲ $816.72M vs Q3
168.34M
Shares Outstanding
freeFloat 26.55%
158.08M
13F Shares Held
▲ 2.25M vs Q3
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
ESMT largest shareholders · institutional ownership
Q4 2023 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
GENERAL ATLANTIC, L.P. services-prepackaged software | 90.27M | 53.88% | 53.88% | $2.07T | Feb 13, 2024 | — held |
SUMMIT PARTNERS L P services-prepackaged software | 25.00M | 14.92% | 14.92% | $572.61B | Jan 12, 2024 | — held |
FIL LTD services-prepackaged software | 6.73M | 4.02% | 4.02% | $154.19B | Feb 13, 2024 | NEW |
VANGUARD GROUP INC services-prepackaged software | 5.16M | 3.08% | 3.08% | $118.16B | Mar 11, 2024 | ▼ 85.1K |
BLACKROCK INC. services-prepackaged software | 4.02M | 2.40% | 2.40% | $92.01B | Feb 13, 2024 | ▼ 765.1K |
DRAGONEER INVESTMENT GROUP, LLC services-prepackaged software | 2.19M | 1.31% | 1.31% | $50.19B | Feb 14, 2024 | — held |
NEXPOINT ASSET MANAGEMENT, L.P. services-prepackaged software | 1.55M | 92.65% | 92.65% | $35.55B | Feb 14, 2024 | NEW |
STATE STREET CORP services-prepackaged software | 1.28M | 76.60% | 76.60% | $29.39B | Feb 14, 2024 | ▲ 105.9K |
WOODLINE PARTNERS LP services-prepackaged software | 1.22M | 72.52% | 72.52% | $27.82B | Feb 14, 2024 | ▲ 1.20M |
GEODE CAPITAL MANAGEMENT, LLC services-prepackaged software | 1.08M | 64.31% | 64.31% | $24.68B | Feb 13, 2024 | ▲ 71.7K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q4 2023 vs prior quarter
Q4 2023
20
Increased
+4.57M shares17
New Positions
first time holders9
Decreased
−5.19M shares0
Sold Out
fully exitedNet shares change (top 50)
625.6K
+4.57M / −5.19M
Net new holders
+28
17 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
ESMT insider trading · insider activity
Source: SEC Form 4
12
Buy transactions
25
Sell transactions
0.48
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
General Atlantic Partners (Bermuda) EU, L.P.
| Jan 26, 2024 | J-Other | 43,943,144 | — | — | 46.33M | Form 4 ↗ |
General Atlantic Partners (Bermuda) EU, L.P.
| Jan 26, 2024 | D-Return | 46,328,396 | $23.00 | $1.07B | 0 | Form 4 ↗ |
GENERAL ATLANTIC, L.P.
| Jan 26, 2024 | J-Other | 43,943,144 | — | — | 46.33M | Form 4 ↗ |
GENERAL ATLANTIC, L.P.
| Jan 26, 2024 | D-Return | 46,328,396 | $23.00 | $1.07B | 0 | Form 4 ↗ |
Dunnam Deborah A. director | Jan 26, 2024 | D-Return | 21,191 | $23.00 | $487.4K | 0 | Form 4 ↗ |
Dunnam Deborah A. director | Jan 26, 2024 | D-Return | 16,089 | — | — | 0 | Form 4 ↗ |
MANGUM DAVID E director | Jan 26, 2024 | D-Return | 225,000 | $3.02 | $679.5K | 0 | Form 4 ↗ |
MANGUM DAVID E director | Jan 26, 2024 | D-Return | 8,500 | $23.00 | $195.5K | 0 | Form 4 ↗ |
MANGUM DAVID E director | Jan 26, 2024 | D-Return | 9,550 | — | — | 0 | Form 4 ↗ |
HUDSON CASSANDRA Chief Financial Officer | Jan 26, 2024 | D-Return | 109,796 | — | — | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
EngageSmart, Inc. (ESMT) is primarily owned by institutional investors, who hold approximately 93.9% of total shares outstanding. Company insiders own approximately 73.45%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of EngageSmart, Inc. is GENERAL ATLANTIC, L.P., holding approximately 90.27 million shares — equal to 53.88% of outstanding shares — as of December 31, 2023.
A total of 152 institutional investors currently hold ESMT stock, with a combined institutional value of approximately $3.62 billion as of the most recent 13F filing period.
Frequently asked questions
ESMT ownershipEngageSmart, Inc. (ESMT) is primarily owned by institutional investors, who hold approximately 93.9% of shares. The largest shareholder is GENERAL ATLANTIC, L.P. with a 53.88% stake. Company insiders hold 73.45%. Data sourced from SEC Form 13F as of December 31, 2023.