ENGAGESMART INC shareholder history

Current and past ENGAGESMART INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 990.00%0.00%0.01%Q3 2021Q3 202321
SUSQUEHANNA INTERNATIONAL GROUP, LLP 880.00%0.00%0.00%Q4 2021Q3 202316
MILLENNIUM MANAGEMENT LLC 990.00%0.02%0.04%Q3 2021Q3 202312
FMR LLC 990.00%0.00%0.01%Q3 2021Q3 20239
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
BANK OF AMERICA CORP /DE/ 990.00%0.00%0.00%Q3 2021Q3 20239
NORTHERN TRUST CORP 990.00%0.00%0.00%Q3 2021Q3 20239
BlackRock Inc. 990.00%0.00%0.00%Q3 2021Q3 20239
AMERIPRISE FINANCIAL INC 990.00%0.00%0.00%Q3 2021Q3 20239
NEW YORK STATE COMMON RETIREMENT FUND 990.00%0.00%0.00%Q3 2021Q3 20239
VANGUARD GROUP INC 990.00%0.00%0.00%Q3 2021Q3 20239
ADAGE CAPITAL PARTNERS GP, L.L.C. 990.03%0.07%0.14%Q3 2021Q3 20239
JANUS HENDERSON GROUP PLC 990.01%0.01%0.01%Q3 2021Q3 20239
SUMMIT PARTNERS L P 9915.42%29.90%38.75%Q3 2021Q3 20239
GENERAL ATLANTIC, L.P. 9918.09%21.73%27.16%Q3 2021Q3 20239
WELLS FARGO & COMPANY/MN 990.00%0.00%0.00%Q3 2021Q3 20239
MORGAN STANLEY 990.00%0.00%0.00%Q3 2021Q3 20239
MANUFACTURERS LIFE INSURANCE COMPANY, THE 620.00%0.00%0.00%Q3 2021Q3 20238
Bank of New York Mellon Corp 880.00%0.00%0.00%Q4 2021Q3 20238
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 880.00%0.00%0.00%Q4 2021Q3 20238
RHUMBLINE ADVISERS 880.00%0.00%0.00%Q4 2021Q3 20238
Nuveen Asset Management, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
MetLife Investment Management, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q3 2021Q3 20238
Invesco Ltd. 880.00%0.00%0.00%Q4 2021Q3 20238
AMERICAN INTERNATIONAL GROUP, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
DEUTSCHE BANK AG\ 880.00%0.00%0.00%Q4 2021Q3 20238
Legal & General Group Plc 880.00%0.00%0.00%Q4 2021Q3 20238
RAYMOND JAMES & ASSOCIATES 880.00%0.00%0.01%Q4 2021Q3 20238
ROYAL BANK OF CANADA 880.00%0.00%0.00%Q4 2021Q3 20238
METROPOLITAN LIFE INSURANCE CO/NY 880.00%0.00%0.00%Q4 2021Q3 20238
STATE STREET CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Raymond James Financial Services Advisors, Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
GEODE CAPITAL MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Tower Research Capital LLC (TRC) 880.00%0.00%0.01%Q4 2021Q3 20238
Renaissance Technologies 880.00%0.01%0.01%Q4 2021Q3 20238
Steward Partners Investment Advisory, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
STRS OHIO 880.00%0.00%0.00%Q4 2021Q3 20238
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 880.00%0.00%0.00%Q4 2021Q3 20238
Ameritas Investment Partners, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
CITIGROUP INC 880.00%0.00%0.00%Q4 2021Q3 20238
JPMORGAN CHASE & CO 880.00%0.00%0.00%Q4 2021Q3 20238
UBS Group AG 880.00%0.00%0.00%Q4 2021Q3 20238
SG Americas Securities, LLC 510.00%0.01%0.02%Q3 2021Q3 20237
Woodline Partners LP 610.00%0.28%0.55%Q3 2021Q3 20237
Covestor Ltd 770.00%0.06%0.14%Q1 2022Q3 20237
AMALGAMATED BANK 770.00%0.00%0.00%Q1 2022Q3 20237
HSBC HOLDINGS PLC 770.00%0.00%0.00%Q1 2022Q3 20237
TUDOR INVESTMENT CORP ET AL 520.01%0.04%0.06%Q3 2021Q2 20237
DARK FOREST CAPITAL MANAGEMENT LP 770.00%0.10%0.39%Q1 2022Q3 20237
BROWN ADVISORY INC 770.00%0.00%0.00%Q1 2022Q3 20237
MCF Advisors LLC 770.00%0.11%0.23%Q1 2022Q3 20237
BARCLAYS PLC 770.00%0.00%0.00%Q1 2022Q3 20237
Mitsubishi UFJ Asset Management Co., Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
VOYA INVESTMENT MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Trexquant Investment LP 660.01%0.02%0.03%Q1 2022Q2 20236
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
Cubist Systematic Strategies, LLC 660.01%0.02%0.04%Q4 2021Q1 20236
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q3 2021Q1 20236
Dynamic Technology Lab Private Ltd 510.02%0.04%0.08%Q1 2022Q3 20236
Walleye Capital LLC 550.00%0.02%0.08%Q3 2022Q3 20236
DRIEHAUS CAPITAL MANAGEMENT LLC 510.08%0.21%0.38%Q3 2021Q2 20236
ALLIANCEBERNSTEIN L.P. 660.00%0.00%0.00%Q2 2022Q3 20236
Dragoneer Investment Group 510.77%0.99%1.34%Q3 2021Q3 20236
Senator Investment Group LP 660.26%1.03%1.58%Q2 2022Q3 20236
CWM, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
LAZARD ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
NISA INVESTMENT ADVISORS, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Sandia Investment Management LP 510.01%0.04%0.06%Q4 2021Q3 20236
ExodusPoint Capital Management, LP 510.00%0.02%0.02%Q3 2021Q2 20236
SIMPLEX TRADING, LLC 510.00%0.00%0.00%Q4 2021Q3 20236
OSAIC HOLDINGS, INC. 510.00%0.00%0.00%Q3 2021Q3 20236
Hillsdale Investment Management Inc. 660.06%0.31%0.50%Q2 2022Q3 20236
CREDIT SUISSE AG/ 320.00%0.00%0.00%Q2 2022Q3 20235
MACQUARIE GROUP LTD 550.03%0.05%0.06%Q3 2022Q3 20235
Belvedere Trading LLC 220.00%0.00%0.00%Q1 2023Q2 20235
MARSHALL WACE, LLP 410.01%0.02%0.04%Q4 2021Q3 20235
WELLINGTON MANAGEMENT GROUP LLP 410.00%0.00%0.01%Q3 2021Q3 20235
Glassman Wealth Services 550.00%0.00%0.00%Q3 2022Q3 20235
HCR Wealth Advisors 550.09%0.26%0.41%Q2 2022Q2 20235
SEI INVESTMENTS CO 550.00%0.01%0.01%Q3 2022Q3 20235
Squarepoint Ops LLC 320.01%0.01%0.01%Q3 2021Q1 20235
State of Wyoming 410.00%0.05%0.08%Q4 2021Q3 20235
Allspring Global Investments Holdings, LLC 550.00%0.02%0.03%Q3 2022Q3 20235
TWO SIGMA INVESTMENTS, LP 550.01%0.01%0.03%Q3 2022Q3 20235
Qube Research & Technologies Ltd 210.00%0.00%0.01%Q3 2021Q3 20235
Jump Financial, LLC 550.04%0.06%0.07%Q2 2022Q2 20235
Rosenberg Matthew Hamilton 550.00%0.00%0.00%Q3 2022Q3 20235
ZACKS INVESTMENT MANAGEMENT 550.00%0.00%0.01%Q3 2022Q3 20235
PRUDENTIAL FINANCIAL INC 550.00%0.00%0.01%Q1 2022Q1 20235
Quantbot Technologies LP 410.01%0.02%0.05%Q2 2022Q3 20235
CAT ROCK CAPITAL MANAGEMENT LP 552.45%3.95%5.64%Q3 2022Q3 20235
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.00%Q4 2021Q4 20225
Ghisallo Capital Management LLC 320.23%0.31%0.46%Q3 2021Q2 20235
Schonfeld Strategic Advisors LLC 210.00%0.05%0.22%Q3 2021Q1 20235
Holocene Advisors, LP 220.00%0.09%0.22%Q3 2021Q3 20224
Lindbrook Capital, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Comprehensive Financial Consultants Institutional, Inc. 440.13%0.14%0.16%Q4 2021Q3 20224
TWO SIGMA ADVISERS, LP 440.00%0.01%0.02%Q4 2022Q3 20234
SIGNATUREFD, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
TEACHER RETIREMENT SYSTEM OF TEXAS 220.00%0.01%0.02%Q3 2021Q3 20234
LMR Partners LLP 440.02%0.08%0.21%Q3 2021Q2 20224
Graham Capital Management, L.P. 310.01%0.04%0.07%Q2 2022Q2 20234
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 440.01%0.01%0.02%Q4 2022Q3 20234
NEXT CENTURY GROWTH INVESTORS LLC 440.99%1.15%1.46%Q4 2022Q3 20234
Cutler Group LLC / CA 330.00%0.00%0.00%Q4 2021Q2 20224
DIMENSIONAL FUND ADVISORS LP 440.00%0.00%0.01%Q4 2022Q3 20234
CIBC WORLD MARKET INC. 440.01%0.01%0.01%Q1 2022Q4 20224
PEAK6 Investments LLC 310.00%0.00%0.01%Q2 2022Q3 20234
Walleye Trading LLC 330.00%0.00%0.00%Q1 2023Q3 20234
ARCADIA INVESTMENT MANAGEMENT CORP/MI 440.01%0.01%0.01%Q4 2022Q3 20234
FEDERATED HERMES, INC. 310.00%0.00%0.01%Q3 2021Q3 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q1 20233
Petrus Trust Company, LTA 330.04%0.05%0.06%Q1 2023Q3 20233
Man Group plc 330.00%0.00%0.00%Q3 2022Q1 20233
Point72 Hong Kong Ltd 210.00%0.00%0.01%Q3 2021Q3 20223
NORGES BANK 210.00%0.00%0.00%Q3 2021Q4 20223
BAILARD, INC. 330.01%0.02%0.02%Q1 2023Q3 20233
AVIVA PLC 330.00%0.01%0.01%Q1 2023Q3 20233
Premier Fund Managers Ltd 330.01%0.02%0.03%Q1 2023Q3 20233
Dakota Wealth Management 330.01%0.01%0.01%Q1 2023Q3 20233
Jackson Creek Investment Advisors LLC 330.38%0.38%0.39%Q4 2022Q2 20233
Zweig-DiMenna Associates LLC 210.04%0.11%0.17%Q3 2021Q4 20223
JENNISON ASSOCIATES LLC 330.02%0.03%0.03%Q1 2023Q3 20233
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 330.01%0.01%0.01%Q3 2022Q1 20233
Quadrature Capital Ltd 330.01%0.01%0.01%Q1 2023Q3 20233
Intrinsic Edge Capital Management LLC 330.24%0.35%0.56%Q1 2022Q3 20223
Ellevest, Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 330.00%0.00%0.01%Q3 2022Q1 20233
Quarry LP 330.01%0.01%0.01%Q4 2022Q2 20233
BANQUE PICTET & CIE SA 330.00%0.00%0.00%Q4 2021Q2 20223
Aquatic Capital Management LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Parallel Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Advisors Asset Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.01%0.02%Q3 2021Q3 20233
RENAISSANCE GROUP LLC 330.08%0.08%0.08%Q1 2023Q3 20233
HRT FINANCIAL LP 210.01%0.01%0.02%Q4 2021Q1 20233
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2021Q1 20233
Caption Management, LLC 210.00%0.00%0.01%Q2 2022Q2 20233
Islet Management, LP 220.11%0.13%0.15%Q3 2021Q4 20213
Swiss National Bank 220.00%0.00%0.00%Q2 2023Q3 20232
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q1 2023Q3 20232
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 220.00%0.00%0.00%Q2 2023Q3 20232
Alyeska Investment Group, L.P. 220.01%0.03%0.05%Q3 2021Q4 20212
PRICE T ROWE ASSOCIATES INC /MD/ 110.00%0.00%0.00%Q3 2021Q3 20232
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q3 2021Q3 20232
CAAS CAPITAL MANAGEMENT LP 220.06%0.06%0.07%Q3 2021Q4 20212
Pentwater Capital Management LP 220.01%0.01%0.01%Q3 2021Q4 20212
G2 Investment Partners Management LLC 110.24%0.33%0.42%Q3 2022Q1 20232
TCI Wealth Advisors, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Monashee Investment Management LLC 110.38%0.47%0.56%Q3 2021Q1 20232
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q2 2023Q3 20232
FOX RUN MANAGEMENT, L.L.C. 220.08%0.12%0.15%Q4 2022Q1 20232
Brookfield Asset Management 110.00%0.01%0.01%Q3 2021Q1 20232
Weiss Multi-Strategy Advisers LLC 220.11%0.14%0.16%Q3 2021Q4 20212
PRELUDE CAPITAL MANAGEMENT, LLC 220.01%0.02%0.02%Q1 2023Q2 20232
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q4 2021Q2 20222
Point72 Middle East FZE 220.00%0.00%0.01%Q4 2022Q1 20232
Polar Asset Management Partners Inc. 220.02%0.02%0.02%Q3 2021Q4 20212
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 220.00%0.00%0.00%Q4 2022Q1 20232
Allworth Financial LP 220.00%0.00%0.00%Q2 2023Q3 20232
Roubaix Capital, LLC 111.18%1.43%1.69%Q4 2021Q4 20222
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q4 2021Q1 20232
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q2 2023Q3 20232
OCCUDO QUANTITATIVE STRATEGIES LP 220.02%0.08%0.14%Q2 2022Q3 20222
EXANE DERIVATIVES 110.27%0.30%0.33%Q4 2021Q2 20222
Laurion Capital Management LP 220.01%0.01%0.01%Q3 2021Q4 20212
US BANCORP \DE\ 220.00%0.00%0.00%Q1 2023Q2 20232
Zurcher Kantonalbank (Zurich Cantonalbank) 220.00%0.00%0.00%Q2 2023Q3 20232
Engineers Gate Manager LP 220.01%0.02%0.03%Q3 2022Q4 20222
Olympiad Research LP 220.26%0.27%0.28%Q1 2023Q2 20232
PDT Partners, LLC 220.02%0.03%0.03%Q2 2022Q3 20222
Arizona State Retirement System 220.00%0.00%0.00%Q2 2023Q3 20232
UNITED MARITIME CAPITAL LLC 220.25%0.30%0.34%Q3 2021Q4 20212
WINTON GROUP Ltd 110.02%0.02%0.02%Q4 2021Q4 20211
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.15%0.15%0.15%Q3 2021Q3 20211
XN LP 110.25%0.25%0.25%Q4 2021Q4 20211
Phase 2 Partners, LLC 112.85%2.85%2.85%Q3 2022Q3 20221
HM PAYSON & CO 110.00%0.00%0.00%Q2 2022Q2 20221
Y-Intercept (Hong Kong) Ltd 110.05%0.05%0.05%Q1 2023Q1 20231
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
Janney Montgomery Scott LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pinz Capital Management, LP 110.71%0.71%0.71%Q3 2021Q3 20211
Counterpoint Mutual Funds LLC 110.12%0.12%0.12%Q2 2023Q2 20231
Kula Investments, LLC 110.11%0.11%0.11%Q1 2023Q1 20231
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q1 2022Q1 20221
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Vulcan Value Partners, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Point72 Asset Management, L.P. 110.01%0.01%0.01%Q3 2021Q3 20211
VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Nishkama Capital, LLC 110.76%0.76%0.76%Q2 2023Q2 20231
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Alpha Paradigm Partners, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Sciencast Management LP 110.18%0.18%0.18%Q3 2023Q3 20231
Verition Fund Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Herald Investment Management Ltd 110.76%0.76%0.76%Q3 2023Q3 20231
Maven Securities LTD 110.01%0.01%0.01%Q3 2021Q3 20211
FRONTIER CAPITAL MANAGEMENT CO LLC 110.01%0.01%0.01%Q3 2023Q3 20231
RiverPark Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Hitchwood Capital Management LP 110.25%0.25%0.25%Q3 2021Q3 20211
TimesSquare Capital Management, LLC 110.24%0.24%0.24%Q3 2021Q3 20211
Bayesian Capital Management, LP 110.04%0.04%0.04%Q1 2023Q1 20231
Coston, McIsaac & Partners 110.00%0.00%0.00%Q3 2023Q3 20231
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
HBK INVESTMENTS L P 110.01%0.01%0.01%Q1 2023Q1 20231
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Ovata Capital Management Ltd 110.01%0.01%0.01%Q3 2021Q3 20211
Lisanti Capital Growth, LLC 110.20%0.20%0.20%Q3 2021Q3 20211
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Luxor Capital Group, LP 110.01%0.01%0.01%Q3 2021Q3 20211
Cipher Capital LP 110.05%0.05%0.05%Q2 2023Q2 20231
Marshall Wace North America L.P. 110.04%0.04%0.04%Q3 2021Q3 20211
MIRABELLA FINANCIAL SERVICES LLP 110.04%0.04%0.04%Q3 2021Q3 20211
Renaissance Capital LLC 110.35%0.35%0.35%Q4 2023Q4 20231
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
RITHOLTZ WEALTH MANAGEMENT 110.08%0.08%0.08%Q3 2023Q3 20231
PUTNAM INVESTMENTS LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Avidity Partners Management LP 110.21%0.21%0.21%Q3 2021Q3 20211
Versor Investments LP 110.02%0.02%0.02%Q4 2022Q4 20221
UNTITLED INVESTMENTS LP 110.96%0.96%0.96%Q3 2021Q3 20211
GSA CAPITAL PARTNERS LLP 110.09%0.09%0.09%Q1 2023Q1 20231
Rokos Capital Management LLP 110.03%0.03%0.03%Q3 2021Q3 20211
Whale Rock Capital Management 110.09%0.09%0.09%Q3 2021Q3 20211
SEVEN GRAND MANAGERS, LLC 112.22%2.22%2.22%Q1 2023Q1 20231
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q4 2021Q4 20211
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q3 2021Q3 20211
1492 Capital Management LLC 110.64%0.64%0.64%Q3 2023Q3 20231
Artemis Investment Management LLP 110.04%0.04%0.04%Q3 2021Q3 20211
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.02%0.02%0.02%Q3 2021Q3 20211
CAPSTONE INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2022Q2 20221
Summit Creek Advisors LLC 111.37%1.37%1.37%Q3 2023Q3 20231
Calamos Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Zimmer Partners, LP 110.01%0.01%0.01%Q3 2021Q3 20211
Sompo Asset Management Co., Ltd. 110.15%0.15%0.15%Q3 2023Q3 20231
XN Exponent Advisors LLC 110.20%0.20%0.20%Q3 2021Q3 20211
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q3 2022Q3 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
UBS OCONNOR LLC 110.00%0.00%0.00%Q3 2021Q3 20211

This page lists all the filers that currently own ENGAGESMART INC or have owned ENGAGESMART INC in the past.