This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

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%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/01/25 14:52
End of Day Share Price	2024/01/25 00:00
Earnings	2023/09/30
Annual Earnings	2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

EngageSmart, Inc. is covered by 10 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ishan Majumdar	Baptista Research
Jason Kupferberg	BofA Global Research
Ashwin Shirvaikar	Citigroup Inc