ESMT Insider Trading

Insider Ownership Percentage: 2.65%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $24,712,582.53

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: $19.45
Price Change: Price Increase of +0.32 (1.67%)
As of 06/6/2023 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
Days: 30 | 90 | 365

EngageSmart Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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)

90.46% 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
6/1/2023Prelude Capital Management LLC12,328$0.24M0.0%N/A0.007%Search for SEC Filing on Google Icon
6/1/2023Macquarie Group Ltd.2,353,203$45.30M0.1%+19.6%1.411%Search for SEC Filing on Google Icon
5/22/2023Ameriprise Financial Inc.287,249$5.53M0.0%-16.0%0.172%Search for SEC Filing on Google Icon
5/18/2023JPMorgan Chase & Co.132,483$2.55M0.0%+277.7%0.079%Search for SEC Filing on Google Icon
5/18/2023New York State Common Retirement Fund19,113$0.37M0.0%-22.3%0.011%Search for SEC Filing on Google Icon
5/16/2023Susquehanna Fundamental Investments LLC12,614$0.24M0.0%-67.3%0.008%Search for SEC Filing on Google Icon
5/16/2023Jane Street Group LLC375,506$7.23M0.0%+920.3%0.225%Search for SEC Filing on Google Icon
5/16/2023Seven Grand Managers LLC40,000$0.77M2.2%N/A0.024%Search for SEC Filing on Google Icon
5/16/2023State Street Corp740,845$14.26M0.0%+4.2%0.444%Search for SEC Filing on Google Icon
5/16/2023Sandia Investment Management LP12,500$0.24M0.0%+400.0%0.007%Search for SEC Filing on Google Icon
5/16/2023Squarepoint Ops LLC95,471$1.84M0.0%-26.0%0.057%Search for SEC Filing on Google Icon
5/16/2023G2 Investment Partners Management LLC45,000$0.87M0.2%N/A0.027%Search for SEC Filing on Google Icon
5/16/2023Geode Capital Management LLC603,977$11.63M0.0%+3.1%0.362%Search for SEC Filing on Google Icon
5/16/2023Ghisallo Capital Management LLC100,000$1.93M0.5%N/A0.060%Search for SEC Filing on Google Icon
5/16/2023Graham Capital Management L.P.127,053$2.45M0.1%+424.2%0.076%Search for SEC Filing on Google Icon
5/16/2023Arrowstreet Capital Limited Partnership243,995$4.70M0.0%+136.8%0.146%Search for SEC Filing on Google Icon
5/16/2023Brookfield Corp ON 11,137$0.21M0.0%N/A0.007%Search for SEC Filing on Google Icon
5/15/2023Schonfeld Strategic Advisors LLC24,093$0.46M0.0%N/A0.014%Search for SEC Filing on Google Icon
5/15/2023Cubist Systematic Strategies LLC321,186$6.18M0.0%+9.6%0.193%Search for SEC Filing on Google Icon
5/15/2023Bayesian Capital Management LP16,583$0.32M0.0%N/A0.010%Search for SEC Filing on Google Icon
5/15/2023Quarry LP2,373$46K0.0%+82.7%0.001%Search for SEC Filing on Google Icon
5/15/2023Two Sigma Advisers LP439,600$8.46M0.0%+1,050.8%0.264%Search for SEC Filing on Google Icon
5/15/2023Two Sigma Investments LP564,909$10.87M0.0%+168.3%0.339%Search for SEC Filing on Google Icon
5/15/2023Deutsche Bank AG23,849$0.46M0.0%+42.9%0.014%Search for SEC Filing on Google Icon
5/15/2023General Atlantic L.P.90,271,540$1.74B20.2%-7.1%54.138%Search for SEC Filing on Google Icon
5/15/2023HBK Investments L P40,000$0.77M0.0%N/A0.024%Search for SEC Filing on Google Icon
5/15/2023Boothbay Fund Management LLC14,965$0.29M0.0%N/A0.009%Search for SEC Filing on Google Icon
5/15/2023Macquarie Group Ltd.2,353,203$45.30M0.0%+19.6%1.411%Search for SEC Filing on Google Icon
5/15/2023Healthcare of Ontario Pension Plan Trust Fund36,000$0.69M0.0%-20.0%0.022%Search for SEC Filing on Google Icon
5/15/2023HCR Wealth Advisors40,683$0.78M0.2%-56.6%0.024%Search for SEC Filing on Google Icon
5/12/2023Renaissance Technologies LLC352,100$6.78M0.0%+32.9%0.211%Search for SEC Filing on Google Icon
5/12/2023Renaissance Group LLC86,638$1.67M0.1%N/A0.052%Search for SEC Filing on Google Icon
5/12/2023Senator Investment Group LP1,350,000$25.99M1.4%+35.0%0.810%Search for SEC Filing on Google Icon
5/12/2023BlackRock Inc.3,470,101$66.80M0.0%-1.8%2.081%Search for SEC Filing on Google Icon
5/12/2023Bank of America Corp DE145,045$2.79M0.0%-9.0%0.087%Search for SEC Filing on Google Icon
5/12/2023PEAK6 Investments LLC21,194$0.41M0.0%N/A0.013%Search for SEC Filing on Google Icon
5/12/2023Prudential Financial Inc.112,310$2.16M0.0%-28.8%0.067%Search for SEC Filing on Google Icon
5/12/2023HRT Financial LP44,578$0.86M0.0%-41.3%0.027%Search for SEC Filing on Google Icon
5/12/2023UBS Group AG13,035$0.25M0.0%+11.5%0.008%Search for SEC Filing on Google Icon
5/12/2023Next Century Growth Investors LLC465,758$8.97M1.0%-0.8%0.279%Search for SEC Filing on Google Icon
5/12/2023Sei Investments Co.273,451$5.26M0.0%+504.9%0.164%Search for SEC Filing on Google Icon
5/12/2023Dark Forest Capital Management LP84,050$1.62M0.4%+20,201.9%0.050%Search for SEC Filing on Google Icon
5/12/2023Dimensional Fund Advisors LP499,615$9.62M0.0%+225.4%0.300%Search for SEC Filing on Google Icon
5/12/2023Aviva PLC75,678$1.46M0.0%N/A0.045%Search for SEC Filing on Google Icon
5/12/2023Wellington Management Group LLP1,279,377$24.63M0.0%+26.7%0.767%Search for SEC Filing on Google Icon
5/12/2023Charles Schwab Investment Management Inc.254,161$4.89M0.0%-2.0%0.152%Search for SEC Filing on Google Icon
5/11/2023FMR LLC44,950$0.87M0.0%-22.7%0.027%Search for SEC Filing on Google Icon
5/11/2023ExodusPoint Capital Management LP87,762$1.69M0.0%-7.4%0.053%Search for SEC Filing on Google Icon
5/11/2023Rhumbline Advisers46,017$0.89M0.0%+3.3%0.028%Search for SEC Filing on Google Icon
5/9/2023Tower Research Capital LLC TRC 2,881$56K0.0%+108.8%0.002%Search for SEC Filing on Google Icon
5/9/2023Bank of New York Mellon Corp134,998$2.60M0.0%+2.9%0.081%Search for SEC Filing on Google Icon
5/9/2023California State Teachers Retirement System13,205$0.25M0.0%-6.9%0.008%Search for SEC Filing on Google Icon
5/9/2023Y Intercept Hong Kong Ltd23,024$0.44M0.1%N/A0.014%Search for SEC Filing on Google Icon
5/9/2023Russell Investments Group Ltd.46,649$0.90M0.0%N/A0.028%Search for SEC Filing on Google Icon
5/8/2023Federated Hermes Inc.1,461$28K0.0%N/A0.001%Search for SEC Filing on Google Icon
5/8/2023Mitsubishi UFJ Kokusai Asset Management Co. Ltd.11,282$0.22M0.0%+7.7%0.007%Search for SEC Filing on Google Icon
5/8/2023Bailard Inc.11,500$0.22M0.0%N/A0.007%Search for SEC Filing on Google Icon
5/5/2023Arcadia Investment Management Corp MI2,749$53K0.0%+131.0%0.002%Search for SEC Filing on Google Icon
5/5/2023Monashee Investment Management LLC105,000$2.02M0.6%N/A0.063%Search for SEC Filing on Google Icon
5/5/2023Premier Fund Managers Ltd46,023$0.87M0.0%N/A0.028%Search for SEC Filing on Google Icon
5/4/2023Barclays PLC33,716$0.65M0.0%-2.3%0.020%Search for SEC Filing on Google Icon
5/4/2023Mirae Asset Global Investments Co. Ltd.15,723$0.30M0.0%+8.3%0.009%Search for SEC Filing on Google Icon
5/4/2023Calamos Advisors LLC16,946$0.33M0.0%N/A0.010%Search for SEC Filing on Google Icon
5/3/2023Jump Financial LLC70,537$1.36M0.1%+22.8%0.042%Search for SEC Filing on Google Icon
5/2/2023Amalgamated Bank4,927$95K0.0%-12.0%0.003%Search for SEC Filing on Google Icon
4/28/2023SG Americas Securities LLC107,042$2.06M0.0%+771.5%0.064%Search for SEC Filing on Google Icon
4/26/2023Jennison Associates LLC1,489,319$28.67M0.0%N/A0.896%Search for SEC Filing on Google Icon
4/20/2023Summit Partners L P25,004,973$481.35M34.8%-7.1%15.046%Search for SEC Filing on Google Icon
4/18/2023MCF Advisors LLC10,596$0.20M0.0%-82.5%0.006%Search for SEC Filing on Google Icon
4/14/2023Dakota Wealth Management10,209$0.20M0.0%N/A0.006%Search for SEC Filing on Google Icon
4/14/2023Raymond James Financial Services Advisors Inc.100,487$1.93M0.0%-17.3%0.060%Search for SEC Filing on Google Icon
4/14/2023Raymond James & Associates186,113$3.58M0.0%+8.4%0.112%Search for SEC Filing on Google Icon
4/13/2023Allspring Global Investments Holdings LLC908,283$17.48M0.0%+124.1%0.547%Search for SEC Filing on Google Icon
2/28/2023Voya Investment Management LLC15,607$0.28M0.0%+12.8%0.009%Search for SEC Filing on Google Icon
2/22/2023Teachers Retirement System of The State of Kentucky63,401$1.12M0.0%N/A0.038%Search for SEC Filing on Google Icon
2/21/2023Macquarie Group Ltd.1,967,343$34.63M0.0%+57.3%1.189%Search for SEC Filing on Google Icon
2/16/2023Point72 Middle East FZE6,098$0.11M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/16/2023State of Wyoming10,585$0.19M0.1%N/A0.006%Search for SEC Filing on Google Icon
2/15/2023Steward Partners Investment Advisory LLC5,976$0.11M0.0%-31.0%0.004%Search for SEC Filing on Google Icon
2/15/2023Jane Street Group LLC36,804$0.65M0.0%N/A0.022%Search for SEC Filing on Google Icon
2/15/2023Lazard Asset Management LLC6,245$0.11M0.0%+50.2%0.004%Search for SEC Filing on Google Icon
2/15/2023Susquehanna Fundamental Investments LLC38,517$0.68M0.0%+113.5%0.023%Search for SEC Filing on Google Icon
2/15/2023Squarepoint Ops LLC129,045$2.27M0.0%N/A0.078%Search for SEC Filing on Google Icon
2/15/2023Millennium Management LLC2,464,400$43.37M0.0%-11.7%1.489%Search for SEC Filing on Google Icon
2/15/2023Morgan Stanley137,832$2.43M0.0%-19.9%0.083%Search for SEC Filing on Google Icon
2/15/2023Man Group plc12,964$0.23M0.0%+6.9%0.008%Search for SEC Filing on Google Icon
2/15/2023Norges Bank70,800$1.25M0.0%N/A0.043%Search for SEC Filing on Google Icon
2/14/2023Marshall Wace LLP173,457$3.05M0.0%N/A0.105%Search for SEC Filing on Google Icon
2/14/2023Two Sigma Investments LP210,523$3.71M0.0%+225.8%0.127%Search for SEC Filing on Google Icon
2/14/2023Arrowstreet Capital Limited Partnership103,017$1.81M0.0%-24.7%0.062%Search for SEC Filing on Google Icon
2/14/2023Engineers Gate Manager LP32,029$0.56M0.0%+204.7%0.019%Search for SEC Filing on Google Icon
2/14/2023Driehaus Capital Management LLC1,060,252$18.66M0.3%+29.7%0.641%Search for SEC Filing on Google Icon
2/13/2023Charles Schwab Investment Management Inc.259,468$4.57M0.0%+2.6%0.157%Search for SEC Filing on Google Icon
2/13/2023Deutsche Bank AG16,695$0.29M0.0%+9.2%0.010%Search for SEC Filing on Google Icon
2/13/2023Brown Advisory Inc.57,884$1.02M0.0%+0.9%0.035%Search for SEC Filing on Google Icon
2/13/2023Barclays PLC34,506$0.61M0.0%-8.0%0.021%Search for SEC Filing on Google Icon
2/13/2023Renaissance Technologies LLC265,000$4.66M0.0%+133.3%0.160%Search for SEC Filing on Google Icon
2/13/2023ExodusPoint Capital Management LP94,771$1.67M0.0%+4.8%0.057%Search for SEC Filing on Google Icon
2/13/2023Geode Capital Management LLC585,851$10.31M0.0%+8.5%0.354%Search for SEC Filing on Google Icon
2/13/2023JPMorgan Chase & Co.35,074$0.62M0.0%+83.9%0.021%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
EngageSmart logo
EngageSmart, Inc. provides Software-as-a-Service based customer engagement software and integrated payment solutions. It operates through two segments, Enterprise Solutions and SMB (small and medium sized business) Solutions. The company offers SimplePractice, an end-to-end practice management and electronic health record platform for health and wellness professionals to manage their practices; and InvoiceCloud, an electronic bill presentment and payment solution that helps government, utility, and financial services customers to digitize billing, client communications, and collections. It also provides HealthPay24, a patient engagement and payment platform that helps health systems, physician groups, dental practices, and medical billers to drive patient self-pay collections; and DonorDrive, a fundraising software platform that helps non-profits, healthcare organizations, and higher education institutions produce virtual events, launch branded donation campaigns, and create peer-to-peer fundraising experiences. The company was formerly known as EngageSmart, LLC. and changed its name to EngageSmart, Inc. in June 2021. EngageSmart, Inc. was incorporated in 2018 and is headquartered in Braintree, Massachusetts.
Read More on EngageSmart

Today's Range

Now: $19.45
Low: $19.12
High: $19.54

50 Day Range

MA: $17.65
Low: $16.00
High: $19.45

52 Week Range

Now: $19.45
Low: $15.01
High: $22.65

Volume

442,578 shs

Average Volume

465,378 shs

Market Capitalization

$3.24 billion

P/E Ratio

149.63

Dividend Yield

N/A

Beta

0.45

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. Cassandra Hudson (CFO)
  4. Diego A Rodriguez (Director)
  5. Jonathan Cole Seltzer (Insider)
  6. Patrick F Donovan (CAO)
Learn More about top insider investors at EngageSmart.

Who are the major institutional investors of EngageSmart?

EngageSmart's top institutional investors include:
  1. General Atlantic L.P. — 54.14%
  2. Summit Partners L P — 15.05%
  3. BlackRock Inc. — 2.08%
  4. Macquarie Group Ltd. — 1.41%
  5. Macquarie Group Ltd. — 1.41%
  6. Jennison Associates LLC — 0.90%
Learn More about top institutional investors of EngageSmart stock.

Which major investors are selling EngageSmart stock?

In the last quarter, ESMT stock was sold by these institutional investors:
  1. General Atlantic L.P.
  2. Summit Partners L P
  3. BlackRock Inc.
  4. Ameriprise Financial Inc.
  5. HCR Wealth Advisors
  6. MCF Advisors LLC
  7. Prudential Financial Inc.
  8. Squarepoint Ops LLC
Within the previous year, company insiders that have sold EngageSmart company stock include:
  1. General Atlantic Partners (Ber (Director)
  2. Robert Paul Bennett (CEO)
  3. Cassandra Hudson (CFO)
  4. Diego A Rodriguez (Director)
  5. Jonathan Cole Seltzer (Insider)
  6. Patrick F Donovan (CAO)
Learn More investors selling EngageSmart stock.

Which major investors are buying EngageSmart stock?

Within the previous quarter, ESMT stock was acquired by institutional investors including:
  1. Jennison Associates LLC
  2. Allspring Global Investments Holdings LLC
  3. Two Sigma Advisers LP
  4. Macquarie Group Ltd.
  5. Macquarie Group Ltd.
  6. Two Sigma Investments LP
  7. Senator Investment Group LP
  8. Dimensional Fund Advisors LP