EngageSmart, Inc. - 29283F103
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIL Ltd | History | New | 6,733,388 | 154,194 | 0.16% | — | 1 | +6,733,388 | New | Q4 2023 | Feb 13, 2024 |
| VANGUARD GROUP INC | History | Reduced | 5,160,033 | 118,164 | 0.0% | 0.0% | 2 | -85,103 | -1.62% | Q4 2023 | Mar 11, 2024 |
| Dragoneer Investment Group, LLC | History | No change | 2,191,705 | 50,190 | 1.09% | 0.91% | 3 | 0 | 0.0% | Q4 2023 | Feb 14, 2024 |
| STATE STREET CORP | History | Added to | 1,283,453 | 29,391 | 0.0% | 0.0% | 4 | +105,937 | 9.0% | Q4 2023 | Feb 14, 2024 |
| Woodline Partners LP | History | Added to | 1,215,046 | 27,824 | 0.3% | 0.0% | 5 | +1,204,614 | 11547.3% | Q4 2023 | Feb 14, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,077,492 | 24,677 | 0.0% | 0.0% | 6 | +71,697 | 7.13% | Q4 2023 | Feb 13, 2024 |
| MORGAN STANLEY | History | Added to | 970,529 | 22,225 | 0.0% | 0.0% | 7 | +255,359 | 35.71% | Q4 2023 | Aug 16, 2024 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 908,195 | 20,797 | 0.01% | 0.01% | 8 | -490,502 | -35.07% | Q4 2023 | Feb 07, 2024 |
| Magnetar Financial LLC | History | New | 891,994 | 20,426 | 0.52% | — | 9 | +891,994 | New | Q4 2023 | Feb 13, 2024 |
| GABELLI FUNDS LLC | History | New | 786,375 | 18,007 | 0.14% | — | 10 | +786,375 | New | Q4 2023 | Feb 13, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 744,000 | 17,038 | 0.03% | 0.01% | 11 | +353,700 | 90.62% | Q4 2023 | Feb 13, 2024 |
| JANUS HENDERSON GROUP PLC | History | Added to | 740,143 | 16,949 | 0.01% | 0.01% | 12 | +2,659 | 0.36% | Q4 2023 | Feb 14, 2024 |
| Qube Research & Technologies Ltd | History | Added to | 680,970 | 15,594 | 0.03% | 0.0% | 13 | +678,765 | 30782.99% | Q4 2023 | Feb 13, 2024 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 675,287 | 15,464 | 0.0% | 0.0% | 14 | +489,382 | 263.24% | Q4 2023 | Feb 14, 2024 |
| Walleye Capital LLC | History | Added to | 489,262 | 11,204 | 0.02% | 0.0% | 15 | +463,189 | 1776.51% | Q4 2023 | Feb 14, 2024 |
| NORTHERN TRUST CORP | History | Added to | 463,524 | 10,614 | 0.0% | 0.0% | 16 | +3,538 | 0.77% | Q4 2023 | Feb 13, 2024 |
| NORGES BANK | History | New | 380,000 | 8,702 | 0.0% | — | 17 | +380,000 | New | Q4 2023 | Feb 09, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 361,061 | 8,268 | 0.0% | 0.0% | 18 | +4,130 | 1.16% | Q4 2023 | Feb 06, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 351,742 | 8,054 | 0.08% | — | 19 | +351,742 | New | Q4 2023 | Feb 06, 2024 |
| Man Group plc | History | New | 300,000 | 6,870 | 0.02% | — | 20 | +300,000 | New | Q4 2023 | Feb 14, 2024 |
| UBS Group AG | History | Added to | 294,245 | 6,738 | 0.0% | 0.0% | 21 | +246,927 | 521.85% | Q4 2023 | Feb 09, 2024 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 285,436 | 6,536 | 0.0% | 0.03% | 22 | -3,317,135 | -92.08% | Q4 2023 | Feb 14, 2024 |
| GOLDMAN SACHS GROUP INC | History | Added to | 245,687 | 5,626 | 0.0% | 0.0% | 23 | +144,526 | 142.87% | Q4 2023 | May 14, 2024 |
| Bank of New York Mellon Corp | History | Added to | 209,713 | 4,802 | 0.0% | 0.0% | 24 | +9,087 | 4.53% | Q4 2023 | Jan 29, 2024 |
| JPMORGAN CHASE & CO | History | Added to | 187,426 | 4,292 | 0.0% | 0.0% | 25 | +36,679 | 24.33% | Q4 2023 | Dec 26, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 173,600 | 3,975 | 0.01% | — | 26 | +173,600 | New | Q4 2023 | Feb 14, 2024 |
| BARCLAYS PLC | History | Added to | 158,959 | 3,640 | 0.0% | 0.0% | 27 | +96,205 | 153.3% | Q4 2023 | Mar 25, 2026 |
| NOMURA HOLDINGS INC | History | New | 140,598 | 3,219 | 35.08% | — | 28 | +140,598 | New | Q4 2023 | Mar 27, 2024 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 137,236 | 3,142 | 0.01% | 0.01% | 29 | -243,600 | -63.96% | Q4 2023 | Jan 25, 2024 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 132,574 | 3,035 | 0.01% | 0.01% | 30 | +13,041 | 10.91% | Q4 2023 | Feb 14, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 131,554 | 3,012 | 0.01% | 0.0% | 31 | +116,871 | 795.96% | Q4 2023 | Feb 14, 2024 |
| AQR Arbitrage LLC | History | New | 128,304 | 2,938 | 0.12% | — | 32 | +128,304 | New | Q4 2023 | Feb 14, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 127,736 | 2,925 | 0.0% | 0.0% | 33 | +107,944 | 545.39% | Q4 2023 | Oct 08, 2025 |
| GAMCO INVESTORS, INC. ET AL | History | New | 125,683 | 2,878 | 0.03% | — | 34 | +125,683 | New | Q4 2023 | Feb 14, 2024 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 122,300 | 2,800 | 0.01% | 0.01% | 35 | -54,900 | -30.98% | Q4 2023 | Feb 14, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 100,000 | 2,290 | 0.06% | — | 36 | +100,000 | New | Q4 2023 | Feb 06, 2024 |
| Swiss National Bank | History | Reduced | 98,900 | 2,264 | 0.0% | 0.0% | 37 | -11,000 | -10.01% | Q4 2023 | Feb 06, 2024 |
| Carmignac Gestion | History | New | 68,389 | 1,566 | 0.03% | — | 38 | +68,389 | New | Q4 2023 | Feb 13, 2024 |
| RHUMBLINE ADVISERS | History | Added to | 66,461 | 1,521 | 0.0% | 0.0% | 39 | +1,756 | 2.71% | Q4 2023 | Feb 08, 2024 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 64,630 | 1,480 | 0.0% | 0.0% | 40 | +6,810 | 11.78% | Q4 2023 | Feb 14, 2024 |
| FIRST TRUST ADVISORS LP | History | New | 63,253 | 1,448 | 0.0% | — | 41 | +63,253 | New | Q4 2023 | Feb 13, 2024 |
| BROWN ADVISORY INC | History | Reduced | 62,822 | 1,438 | 0.0% | 0.0% | 42 | -1,568 | -2.44% | Q4 2023 | Feb 08, 2024 |
| CITADEL ADVISORS LLC | History | Reduced | 62,783 | 1,437 | 0.0% | 0.01% | 43 | -2,200,974 | -97.23% | Q4 2023 | Feb 14, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 61,158 | 1,400 | 0.0% | 0.0% | 44 | -187,380 | -75.39% | Q4 2023 | Feb 14, 2024 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 52,967 | 1,212 | 0.0% | — | 45 | +52,967 | New | Q4 2023 | Feb 16, 2024 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 52,712 | 1,207 | 0.0% | 0.0% | 46 | -2,252 | -4.1% | Q4 2023 | Feb 13, 2024 |
| Legal & General Group Plc | History | Reduced | 51,555 | 1,180 | 0.0% | 0.0% | 47 | -1,575 | -2.96% | Q4 2023 | May 29, 2025 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 45,586 | 1,043 | 0.0% | 0.0% | 48 | -89,966 | -66.37% | Q4 2023 | Feb 14, 2024 |
| Centiva Capital, LP | History | New | 45,000 | 1,030 | 0.02% | — | 49 | +45,000 | New | Q4 2023 | Feb 14, 2024 |
| Susquehanna Portfolio Strategies, LLC | History | New | 44,981 | 1,030 | 0.02% | — | 50 | +44,981 | New | Q4 2023 | Feb 14, 2024 |
| DEUTSCHE BANK AG\ | History | Added to | 42,709 | 978 | 0.0% | 0.0% | 51 | +18,457 | 76.11% | Q4 2023 | Feb 14, 2024 |
| Russell Investments Group, Ltd. | History | Added to | 36,185 | 828 | 0.0% | 0.0% | 52 | +14,233 | 64.84% | Q4 2023 | Feb 05, 2024 |
| JANE STREET GROUP, LLC | History | New | 34,652 | 793 | 0.0% | — | 53 | +34,652 | New | Q4 2023 | Feb 15, 2024 |
| FMR LLC | History | Added to | 32,328 | 740 | 0.0% | 0.0% | 54 | +7,031 | 27.79% | Q4 2023 | Feb 13, 2024 |
| STRS OHIO | History | Added to | 30,700 | 703 | 0.0% | 0.0% | 55 | +13,000 | 73.45% | Q4 2023 | Jan 30, 2024 |
| Squarepoint Ops LLC | History | New | 27,922 | 639 | 0.0% | — | 56 | +27,922 | New | Q4 2023 | Feb 14, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 27,678 | 633 | 0.0% | 0.0% | 57 | -478 | -1.7% | Q4 2023 | Feb 13, 2024 |
| MARSHALL WACE, LLP | History | Reduced | 26,900 | 616 | 0.0% | 0.01% | 58 | -296,412 | -91.68% | Q4 2023 | Feb 14, 2024 |
| Blackstone Inc. | History | New | 26,554 | 608 | 0.0% | — | 59 | +26,554 | New | Q4 2023 | Feb 14, 2024 |
| MetLife Investment Management, LLC | History | No change | 25,965 | 594 | 1.4% | 0.0% | 60 | 0 | 0.0% | Q4 2023 | Apr 22, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 25,695 | 588 | 0.0% | 0.0% | 61 | +5,890 | 29.74% | Q4 2023 | Feb 07, 2024 |
| GUGGENHEIM CAPITAL LLC | History | New | 25,320 | 579 | 0.0% | — | 62 | +25,320 | New | Q4 2023 | Feb 14, 2024 |
| ROYAL BANK OF CANADA | History | Added to | 23,415 | 536 | 0.0% | 0.0% | 63 | +8,455 | 56.52% | Q4 2023 | Feb 14, 2024 |
| Invesco Ltd. | History | Reduced | 22,614 | 517 | 0.0% | 0.0% | 64 | -39,579 | -63.64% | Q4 2023 | Feb 13, 2024 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 22,590 | 517 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2023 | Jan 24, 2024 |
| ProShare Advisors LLC | History | New | 21,686 | 496 | 0.0% | — | 66 | +21,686 | New | Q4 2023 | Feb 14, 2024 |
| XTX Topco Ltd | History | New | 20,736 | 474 | 0.1% | — | 67 | +20,736 | New | Q4 2023 | Feb 13, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 19,562 | 447 | 0.0% | 0.0% | 68 | -123,853 | -86.36% | Q4 2023 | Feb 07, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 19,492 | 446 | 0.0% | 0.0% | 69 | -9,417 | -32.57% | Q4 2023 | Feb 07, 2024 |
| Tower Research Capital LLC (TRC) | History | Added to | 15,844 | 362 | 0.0% | 0.0% | 70 | +11,337 | 251.54% | Q4 2023 | Feb 13, 2024 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,564 | 356 | 0.0% | 0.0% | 71 | +2,540 | 19.5% | Q4 2023 | Feb 09, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 15,000 | 343 | 0.0% | 0.0% | 72 | -5,921 | -28.3% | Q4 2023 | Feb 12, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 14,509 | 332 | 0.05% | 2.82% | 73 | -1,385,242 | -98.96% | Q4 2023 | Mar 05, 2024 |
| Arizona State Retirement System | History | Reduced | 14,036 | 321 | 0.0% | 0.0% | 74 | -207 | -1.45% | Q4 2023 | Jan 24, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 14,010 | 320 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2023 | Feb 09, 2024 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,635 | 312 | 0.0% | 0.0% | 76 | -8,483 | -38.35% | Q4 2023 | Feb 12, 2024 |
| SEI INVESTMENTS CO | History | Reduced | 10,815 | 247 | 0.0% | 0.0% | 77 | -142,957 | -92.97% | Q4 2023 | Feb 14, 2024 |
| Engineers Gate Manager LP | History | New | 10,190 | 233 | 0.01% | — | 78 | +10,190 | New | Q4 2023 | Feb 14, 2024 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 9,770 | 223 | 0.0% | 0.0% | 79 | -2,926 | -23.05% | Q4 2023 | Jan 30, 2024 |
| COMERICA BANK | History | Reduced | 8,350 | 191 | 0.0% | 0.0% | 80 | -5,230 | -38.51% | Q4 2023 | Feb 14, 2024 |
| CITIGROUP INC | History | Added to | 6,862 | 157 | 0.0% | 0.0% | 81 | +5,455 | 387.7% | Q4 2023 | Feb 09, 2024 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 5,464 | 125 | 0.0% | 0.0% | 82 | -1,272 | -18.88% | Q4 2023 | Feb 08, 2024 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 4,959 | 113 | 0.0% | 0.0% | 83 | +125 | 2.59% | Q4 2023 | Feb 14, 2024 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,618 | 105 | 0.0% | 0.0% | 84 | -480 | -9.42% | Q4 2023 | Feb 12, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 3,700 | 84 | 0.0% | — | 85 | +3,700 | New | Q4 2023 | Feb 01, 2024 |
| Advisors Asset Management, Inc. | History | Added to | 3,057 | 70 | 0.0% | 0.0% | 86 | +535 | 21.21% | Q4 2023 | Feb 14, 2024 |
| FEDERATED HERMES, INC. | History | Added to | 973 | 22 | 0.0% | 0.0% | 87 | +108 | 12.49% | Q4 2023 | Jan 31, 2024 |
| Parallel Advisors, LLC | History | Added to | 678 | 15 | 0.0% | — | 88 | +659 | 3468.42% | Q4 2023 | Feb 12, 2024 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 635 | 14 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2023 | Jan 25, 2024 |
| SIGNATUREFD, LLC | History | No change | 294 | 6 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2023 | Feb 01, 2024 |
| Leonteq Securities AG | History | No change | 169 | 3 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2023 | Mar 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 50 | 1 | 0.0% | 0.0% | 92 | -1,139 | -95.79% | Q4 2023 | Feb 12, 2024 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.06% | — | -2,514,552 | -100.0% | Q3 2023 | Nov 14, 2023 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,533,771 | -100.0% | Q3 2023 | Oct 31, 2023 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,000,100 | -100.0% | Q3 2023 | Nov 14, 2023 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -180,800 | -100.0% | Q3 2023 | Nov 09, 2023 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.08% | — | -100,683 | -100.0% | Q3 2023 | Oct 13, 2023 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,652 | -100.0% | Q3 2023 | Nov 13, 2023 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,000 | -100.0% | Q3 2023 | Nov 14, 2023 |
| UBS ASSET MANAGEMENT AMERICAS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -46,546 | -100.0% | Q3 2023 | Nov 13, 2023 |
| AVIVA PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,569 | -100.0% | Q3 2023 | Nov 13, 2023 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -34,025 | -100.0% | Q3 2023 | Oct 24, 2023 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,554 | -100.0% | Q3 2023 | Nov 13, 2023 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.19% | — | -15,631 | -100.0% | Q3 2023 | Mar 25, 2024 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -15,005 | -100.0% | Q3 2023 | Nov 08, 2023 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -14,739 | -100.0% | Q3 2023 | Nov 14, 2023 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,390 | -100.0% | Q3 2023 | Nov 21, 2023 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,457 | -100.0% | Q3 2023 | Nov 01, 2023 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -10,268 | -100.0% | Q3 2023 | Oct 24, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2023 | Mar 22, 2024 |
| US BANCORP \DE\ | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2023 | Feb 09, 2024 |
| Blue Trust, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2023 | Jan 18, 2024 |
| Allworth Financial LP | History | Added to | 15 | 0 | — | — | — | +7 | 87.5% | Q4 2023 | Jan 24, 2024 |