EngageSmart Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of ESMT?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	2,326,507	1.38%
General Public	3,109,951	1.85%
Individual Insiders	5,831,741	3.47%
Institutions	41,584,586	24.7%
VC/PE Firms	115,276,513	68.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 93.63% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
53.7%	General Atlantic Service Company, L.P.	90,271,540	US$2.1b	0%	23.42%
14.9%	Summit Partners, L.P.	25,004,973	US$576.9m	0%	21.32%
3.12%	The Vanguard Group, Inc.	5,245,136	US$121.0m	2.41%	no data
2.84%	BlackRock, Inc.	4,783,081	US$110.3m	5.26%	no data
2.36%	John Burgess	3,973,924	US$91.7m	0%	no data
1.59%	Millennium Management LLC	2,672,471	US$61.7m	2.87%	0.06%
1.5%	Macquarie Investment Management Business Trust	2,514,552	US$58.0m	2.08%	0.06%
1.32%	Citadel Advisors LLC	2,219,457	US$51.2m	11.3%	0.06%
1.3%	Dragoneer Investment Group, LLC	2,191,705	US$50.6m	0%	0.94%
1.25%	Cat Rock Capital Management LP	2,105,995	US$48.6m	35.7%	4.61%
0.99%	Robert Bennett	1,669,587	US$38.5m	1.65%	no data
0.91%	Jennison Associates LLC	1,533,771	US$35.4m	-22.9%	0.02%
0.83%	Wellington Management Group LLP	1,399,751	US$32.3m	5.39%	0.01%
0.83%	Dimensional Fund Advisors LP	1,398,697	US$32.3m	30.8%	0.01%
0.79%	The Bennett Family 2020 Trust	1,332,000	US$30.7m	0%	no data
0.71%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	1,190,112	US$27.5m	-5.78%	0.01%
0.7%	State Street Global Advisors, Inc.	1,177,516	US$27.2m	10.4%	no data
0.6%	Geode Capital Management, LLC	1,005,795	US$23.2m	22.7%	no data
0.59%	Adage Capital Management, L.P.	1,000,100	US$23.1m	-4.76%	0.05%
0.59%	Senator Investment Group LP	1,000,000	US$23.1m	-25.9%	1.19%
0.59%	Robert P Bennett 2019 Descendants Trust	990,000	US$22.8m	0%	no data
0.44%	Next Century Growth Investors LLC	745,237	US$17.2m	19%	1.69%
0.44%	Janus Henderson Group plc	737,484	US$17.0m	-0.26%	0.01%
0.41%	Morgan Stanley, Investment Banking and Brokerage Investments	689,225	US$15.9m	2.41%	no data
0.34%	Water Island Capital, LLC	565,072	US$13.0m	0%	2.12%