ESMT Insider Trading

Notice: This stock is marked as potentially delisted. It may not be actively trading.
Insider Ownership Percentage: 2.70%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $1,365,180.00

EngageSmart Insider Trading History Chart

This chart shows the insider buying and selling history at EngageSmart by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

EngageSmart Share Price & Price History

Current Price: $23.05
Price Change: +0.30 (1.20%)
As of 01/25/2024 01:00 AM ET

This chart shows the closing price history over time for ESMT up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table

EngageSmart Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
1/2/2024Kevin William O'BrienInsiderSell3,000$22.90$68,700.0022,094View SEC Filing Icon  
12/1/2023Kevin William O'BrienInsiderSell3,000$22.82$68,460.0023,713View SEC Filing Icon  
11/27/2023Patrick F DonovanCAOSell32,000$22.85$731,200.004,130View SEC Filing Icon  
11/1/2023Kevin William O'BrienInsiderSell3,000$22.66$67,980.0026,713View SEC Filing Icon  
10/2/2023Kevin William O'BrienInsiderSell3,000$18.32$54,960.0023,833View SEC Filing Icon  
9/1/2023Kevin William O'BrienInsiderSell3,000$17.83$53,490.0025,657View SEC Filing Icon  
8/14/2023Jonathan Cole SeltzerinsiderSell15,000$16.94$254,100.00View SEC Filing Icon  
8/1/2023Jonathan Cole SeltzerInsiderSell3,500$18.94$66,290.007,778View SEC Filing Icon  
7/5/2023Robert Paul BennettCEOSell28,000$18.53$518,840.00810,491View SEC Filing Icon  
7/3/2023Jonathan Cole SeltzerInsiderSell3,500$18.69$65,415.007,778View SEC Filing Icon  
7/3/2023Robert Paul BennettCEOSell14,000$18.67$261,380.00838,491View SEC Filing Icon  
6/15/2023Jonathan Cole SeltzerInsiderSell3,500$18.35$64,225.005,610View SEC Filing Icon  
6/2/2023Patrick F DonovanCAOSell949$19.02$18,049.982,529View SEC Filing Icon  
5/16/2023Cassandra HudsonCFOSell2,355$17.22$40,553.1016,923View SEC Filing Icon  
4/5/2023Robert Paul BennettCEOSell14,000$17.25$241,500.00838,925View SEC Filing Icon  
4/3/2023Robert Paul BennettCEOSell14,000$18.88$264,320.00866,925View SEC Filing Icon  
3/7/2023General Atlantic Partners (BerDirectorSell912,381$18.19$16,596,210.3990,271,540View SEC Filing Icon  
3/7/2023Robert Paul BennettCEOSell34,892$18.19$634,685.48820,438View SEC Filing Icon  
3/3/2023Cassandra HudsonCFOSell75,000$19.00$1,425,000.0013,351View SEC Filing Icon  
3/3/2023Robert Paul BennettCEOSell230,433$18.19$4,191,576.27855,330View SEC Filing Icon  
3/2/2023Diego A. RodriguezDirectorSell3,703$18.65$69,060.953,853View SEC Filing Icon  
1/3/2023Jonathan Cole SeltzerInsiderSell300$18.02$5,406.003,442View SEC Filing Icon  
1/3/2023Robert Paul BennettCEOSell28,000$17.67$494,760.001,099,763View SEC Filing Icon  
10/12/2022Robert Paul BennettCEOSell14,000$19.53$273,420.001,126,192View SEC Filing Icon  
10/10/2022Jonathan Cole SeltzerInsiderSell8,334$20.54$171,180.362,720View SEC Filing Icon  
10/10/2022Robert Paul BennettCEOSell14,000$20.49$286,860.001,154,192View SEC Filing Icon  
5/2/2022Jonathan Cole SeltzerInsiderSell8,334$20.88$174,013.921,508View SEC Filing Icon  
4/18/2022Jonathan Cole SeltzerInsiderSell8,334$20.85$173,763.901,508View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for EngageSmart (NYSE:ESMT)

92.34% of EngageSmart stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at ESMT by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

EngageSmart Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/27/2024Nomura Holdings Inc.140,598$3.22M0.0%N/A0.084%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.5,160,033$118.17M0.0%-1.6%3.065%Search for SEC Filing on Google Icon
2/17/2024FIL Ltd6,733,388$154.20M0.2%N/A4.000%Search for SEC Filing on Google Icon
2/15/2024Glazer Capital LLC811,514$18.58M1.9%N/A0.482%Search for SEC Filing on Google Icon
2/15/2024Brown Capital Management LLC630,229$14.43M0.2%N/A0.374%Search for SEC Filing on Google Icon
2/14/2024PenderFund Capital Management Ltd.14,173$0.33M0.0%N/A0.008%Search for SEC Filing on Google Icon
2/14/2024Nomura Holdings Inc.140,598$3.22M0.0%N/A0.084%Search for SEC Filing on Google Icon
2/14/2024Harvest Management LLC19,000$0.44M0.4%N/A0.011%Search for SEC Filing on Google Icon
2/14/2024Water Island Capital LLC781,752$17.90M1.8%N/A0.464%Search for SEC Filing on Google Icon
2/13/2024GABELLI & Co INVESTMENT ADVISERS INC.401,000$9.18M1.7%N/A0.238%Search for SEC Filing on Google Icon
2/13/2024Gabelli Funds LLC786,375$18.01M0.1%N/A0.467%Search for SEC Filing on Google Icon
2/13/2024Carmignac Gestion68,389$1.57M0.0%N/A0.041%Search for SEC Filing on Google Icon
2/12/2024DLD Asset Management LP22,000$0.50M0.1%N/A0.013%Search for SEC Filing on Google Icon
2/12/2024Capstone Investment Advisors LLC15,000$0.34M0.0%-28.3%0.009%Search for SEC Filing on Google Icon
2/9/2024Quest Partners LLC2,493$57K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/9/2024Norges Bank380,000$8.70M0.0%N/A0.226%Search for SEC Filing on Google Icon
2/8/2024Brown Advisory Inc.62,822$1.44M0.0%-2.4%0.037%Search for SEC Filing on Google Icon
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.5,464$0.13M0.0%-18.9%0.003%Search for SEC Filing on Google Icon
2/7/2024Principal Financial Group Inc.25,695$0.59M0.0%+29.7%0.015%Search for SEC Filing on Google Icon
2/7/2024Summit Creek Advisors LLC323,307$7.40M1.0%-42.4%0.192%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP908,195$20.80M0.0%-35.1%0.540%Search for SEC Filing on Google Icon
2/7/2024Teacher Retirement System of Texas19,492$0.45M0.0%-32.6%0.012%Search for SEC Filing on Google Icon
2/7/2024Versor Investments LP35,802$0.82M0.2%N/A0.021%Search for SEC Filing on Google Icon
2/7/2024Alpine Associates Management Inc.354,500$8.12M0.4%N/A0.211%Search for SEC Filing on Google Icon
2/7/2024Kellner Capital LLC78,400$1.80M3.2%N/A0.047%Search for SEC Filing on Google Icon
2/6/2024Picton Mahoney Asset Management100,000$2.29M0.1%N/A0.059%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.361,061$8.27M0.0%+1.2%0.214%Search for SEC Filing on Google Icon
2/6/2024BCK Capital Management LP30,500$0.70M0.7%N/A0.018%Search for SEC Filing on Google Icon
2/6/2024Amalgamated Bank6,900$0.16M0.0%-6.7%0.004%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank98,900$2.27M0.0%-10.0%0.059%Search for SEC Filing on Google Icon
2/6/2024New York Life Investment Management LLC351,742$8.06M0.1%N/A0.209%Search for SEC Filing on Google Icon
2/5/2024Russell Investments Group Ltd.36,185$0.83M0.0%+64.8%0.021%Search for SEC Filing on Google Icon
2/2/2024Tokio Marine Asset Management Co. Ltd.651,200$14.91M0.8%N/A0.387%Search for SEC Filing on Google Icon
2/1/2024Wolverine Asset Management LLC3,700$85K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/1/2024New York State Common Retirement Fund127,736$2.93M0.0%+545.4%0.076%Search for SEC Filing on Google Icon
2/1/2024CWM LLC1,662$38K0.0%-23.1%0.001%Search for SEC Filing on Google Icon
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 9,770$0.22M0.0%-23.0%0.006%Search for SEC Filing on Google Icon
1/30/2024Strs Ohio30,700$0.70M0.0%+73.4%0.018%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC137,236$3.14M0.0%-64.0%0.082%Search for SEC Filing on Google Icon
1/16/2024Raymond James Financial Services Advisors Inc.32,774$0.75M0.0%-57.1%0.019%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates34,525$0.79M0.0%-48.1%0.021%Search for SEC Filing on Google Icon
1/5/2024Renaissance Capital LLC30,774$0.71M0.3%N/A0.018%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.5,245,136$94.36M0.0%+2.4%3.120%Search for SEC Filing on Google Icon
12/1/2023Wellington Management Group LLP1,399,751$25.18M0.0%+5.4%0.833%Search for SEC Filing on Google Icon
11/15/2023Adage Capital Partners GP L.L.C.1,000,100$17.99M0.0%-4.8%0.595%Search for SEC Filing on Google Icon
11/14/2023Quadrature Capital Ltd15,631$0.28M0.0%+26.4%0.009%Search for SEC Filing on Google Icon
11/14/2023PEAK6 Investments LLC21,653$0.39M0.0%-73.6%0.013%Search for SEC Filing on Google Icon
11/13/2023Renaissance Group LLC94,164$1.69M0.1%+2.6%0.056%Search for SEC Filing on Google Icon
11/13/2023Dark Forest Capital Management LP46,197$0.83M0.1%+20.6%0.027%Search for SEC Filing on Google Icon
11/13/2023Hsbc Holdings PLC50,652$0.90M0.0%-11.3%0.030%Search for SEC Filing on Google Icon
11/13/2023Herald Investment Management Ltd200,000$3.60M0.8%N/A0.119%Search for SEC Filing on Google Icon
11/13/2023Aviva PLC34,569$0.62M0.0%-54.3%0.021%Search for SEC Filing on Google Icon
11/9/2023Deutsche Bank AG24,252$0.44M0.0%+15.7%0.014%Search for SEC Filing on Google Icon
11/8/2023Charles Schwab Investment Management Inc.356,931$6.42M0.0%+23.8%0.213%Search for SEC Filing on Google Icon
11/8/2023Janney Montgomery Scott LLC19,000$0.34M0.0%N/A0.011%Search for SEC Filing on Google Icon
11/8/2023Swiss National Bank109,900$1.98M0.0%+1.0%0.066%Search for SEC Filing on Google Icon
11/8/2023RiverPark Advisors LLC1,402$25K0.0%N/A0.001%Search for SEC Filing on Google Icon
11/8/2023Amalgamated Bank7,393$0.13M0.0%+8.5%0.004%Search for SEC Filing on Google Icon
11/8/2023Premier Fund Managers Ltd12,826$0.22M0.0%-55.9%0.008%Search for SEC Filing on Google Icon
11/7/2023Quantbot Technologies LP10,463$0.19M0.0%+169.0%0.006%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC62,754$1.13M0.0%+22.9%0.037%Search for SEC Filing on Google Icon
11/2/2023Principal Financial Group Inc.19,805$0.36M0.0%+30.1%0.012%Search for SEC Filing on Google Icon
10/31/2023Teacher Retirement System of Texas28,909$0.52M0.0%+5.7%0.017%Search for SEC Filing on Google Icon
10/31/2023Jennison Associates LLC1,533,771$27.59M0.0%-22.9%0.916%Search for SEC Filing on Google Icon
10/30/2023Summit Creek Advisors LLC560,890$10.09M1.4%N/A0.335%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC380,836$6.85M0.0%-61.1%0.228%Search for SEC Filing on Google Icon
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank12,696$0.23M0.0%+61.5%0.008%Search for SEC Filing on Google Icon
10/24/2023Bailard Inc.34,025$0.61M0.0%+16.2%0.020%Search for SEC Filing on Google Icon
10/24/2023Bank of New York Mellon Corp200,626$3.61M0.0%+6.9%0.120%Search for SEC Filing on Google Icon
10/24/2023Raymond James Financial Services Advisors Inc.76,334$1.37M0.0%-14.0%0.046%Search for SEC Filing on Google Icon
10/24/2023Raymond James & Associates66,514$1.20M0.0%-5.1%0.040%Search for SEC Filing on Google Icon
10/20/2023MCF Advisors LLC1,920$35K0.0%-82.2%0.001%Search for SEC Filing on Google Icon
10/13/2023SG Americas Securities LLC59,239$1.07M0.0%N/A0.035%Search for SEC Filing on Google Icon
10/13/2023Ritholtz Wealth Management100,683$1.81M0.1%N/A0.060%Search for SEC Filing on Google Icon
9/21/2023Barclays PLC51,057$0.97M0.0%+51.4%0.031%Search for SEC Filing on Google Icon
8/15/2023Cat Rock Capital Management LP1,551,995$29.63M4.1%+14.6%0.927%Search for SEC Filing on Google Icon
8/14/2023State of Wyoming14,928$0.29M0.1%+62.4%0.009%Search for SEC Filing on Google Icon
8/14/2023Cipher Capital LP13,981$0.27M0.0%N/A0.008%Search for SEC Filing on Google Icon
8/14/2023Driehaus Capital Management LLC746,684$14.25M0.2%-47.3%0.446%Search for SEC Filing on Google Icon
8/14/2023Prelude Capital Management LLC15,938$0.30M0.0%+29.3%0.010%Search for SEC Filing on Google Icon
8/14/2023Graham Capital Management L.P.42,074$0.80M0.0%-66.9%0.025%Search for SEC Filing on Google Icon
8/11/2023PEAK6 Investments LLC82,042$1.57M0.0%+287.1%0.049%Search for SEC Filing on Google Icon
8/11/2023Hsbc Holdings PLC57,126$1.10M0.0%+87.8%0.034%Search for SEC Filing on Google Icon
8/11/2023Sei Investments Co.288,701$5.51M0.0%+5.6%0.173%Search for SEC Filing on Google Icon
8/11/2023Covestor Ltd9,978$0.19M0.1%+153.7%0.006%Search for SEC Filing on Google Icon
8/11/2023ExodusPoint Capital Management LP26,873$0.51M0.0%-69.4%0.016%Search for SEC Filing on Google Icon
8/10/2023Metropolitan Life Insurance Co NY2,691$51K0.0%+43.4%0.002%Search for SEC Filing on Google Icon
8/10/2023HCR Wealth Advisors25,683$0.49M0.1%-36.9%0.015%Search for SEC Filing on Google Icon
8/9/2023Swiss National Bank108,800$2.08M0.0%N/A0.065%Search for SEC Filing on Google Icon
8/9/2023Mitsubishi UFJ Kokusai Asset Management Co. Ltd.6,736$0.13M0.0%-40.3%0.004%Search for SEC Filing on Google Icon
8/7/2023Principal Financial Group Inc.15,221$0.29M0.0%N/A0.009%Search for SEC Filing on Google Icon
8/4/2023American International Group Inc.23,399$0.45M0.0%+36.5%0.014%Search for SEC Filing on Google Icon
8/3/2023Barclays PLC51,057$0.97M0.0%+51.4%0.031%Search for SEC Filing on Google Icon
8/3/2023Jennison Associates LLC1,988,772$37.97M0.0%+33.5%1.193%Search for SEC Filing on Google Icon
8/3/2023Bank of New York Mellon Corp187,635$3.58M0.0%+39.0%0.113%Search for SEC Filing on Google Icon
8/3/2023Premier Fund Managers Ltd29,074$0.55M0.0%-36.8%0.017%Search for SEC Filing on Google Icon
8/3/2023Jackson Creek Investment Advisors LLC51,058$0.98M0.4%+6.7%0.031%Search for SEC Filing on Google Icon
8/1/2023Keybank National Association OH15,005$0.29M0.0%N/A0.009%Search for SEC Filing on Google Icon
8/1/2023Arizona State Retirement System14,037$0.27M0.0%N/A0.008%Search for SEC Filing on Google Icon
7/31/2023Brown Advisory Inc.64,614$1.23M0.0%+12.3%0.039%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
EngageSmart logo
EngageSmart, Inc. provides vertically-tailored customer engagement and integrated payments solutions. The company operates through Enterprise Solutions and SMB Solutions segments. The Enterprise Solutions segment offers SaaS solutions to customer-client engagement through electronic billing and digital payments. The SMB Solutions segment provides end-to-end practice management solutions to health and wellness industry. It also offers SimplePractice, an end-to-end practice management and electronic health record platform that manages the practices, which enables virtual and in-person settings, schedule appointments, document cases, and billing and payment processing, as well as insurance claim processing; and InvoiceCloud, an electronic bill presentment and payment solution for government, utility, financial services customer digitize billing, client communications, and collections. In addition, the company provides HelathPay24, a patient engagement and payment platform for health systems, physician groups, dental practices, and medical billers, including patient self-pay collections; and DonorDrive, a fundraising platform for non-profits, healthcare organizations, and higher educational institutions, which produce virtual events, launch branded donation camping, and peer-to-peer fundraising. EngageSmart, Inc. was incorporated in 2018 and is headquartered in Braintree, Massachusetts.
Read More on EngageSmart

Today's Range

Now: $23.05
Low: $23.05
High: $23.11

50 Day Range

MA: $23.00
Low: $22.88
High: $23.10

52 Week Range

Now: $23.05
Low: $15.45
High: $23.15

Volume

22,259,473 shs

Average Volume

3,510,929 shs

Market Capitalization

$3.88 billion

P/E Ratio

153.67

Dividend Yield

N/A

Beta

0.31

Who are the company insiders with the largest holdings of EngageSmart?

EngageSmart's top insider shareholders include:
  1. General Atlantic Partners (Ber (Director)
  2. Robert Paul Bennett (CEO)
  3. Kevin William O'brien (Insider)
  4. Cassandra Hudson (CFO)
  5. Jonathan Cole Seltzer (Insider)
  6. Patrick F Donovan (CAO)
  7. Diego A Rodriguez (Director)
Learn More about top insider investors at EngageSmart.