CUSIP 29283F103
ENGAGESMART INC
151 institutions · $2.78B total · 153,390,859 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | GENERAL ATLANTIC, L.P. | 90,271,540 | $1.62B | 58.85% | 2023-12-31 |
| 2 | SUMMIT PARTNERS L P | 25,004,973 | $449.8M | 16.30% | 2023-12-31 |
| 3 | VANGUARD GROUP INC | 5,028,052 | $115.1M | 3.27% | 2024-03-31 |
| 4 | MILLENNIUM MANAGEMENT LLC | 2,672,471 | $48.1M | 1.74% | 2023-12-31 |
| 5 | MACQUARIE GROUP LTD | 2,463,357 | $47.0M | 1.60% | 2023-12-31 |
| 6 | Dragoneer Investment Group, LLC | 2,191,705 | $39.4M | 1.42% | 2023-12-31 |
| 7 | CITADEL ADVISORS LLC | 2,190,756 | $39.4M | 1.42% | 2023-12-31 |
| 8 | CAT ROCK CAPITAL MANAGEMENT LP | 2,105,995 | $37.9M | 1.37% | 2023-12-31 |
| 9 | BlackRock Inc. | 1,786,549 | $32.1M | 1.16% | 2023-12-31 |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 1,399,751 | $25.2M | 0.91% | 2023-12-31 |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1,282,298 | $23.1M | 0.83% | 2023-12-31 |
| 12 | JENNISON ASSOCIATES LLC | 1,237,153 | $22.3M | 0.80% | 2023-12-31 |
| 13 | STATE STREET CORP | 1,177,516 | $21.2M | 0.76% | 2023-12-31 |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1,005,795 | $18.1M | 0.65% | 2023-12-31 |
| 15 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,000,100 | $18.0M | 0.65% | 2023-12-31 |
| 16 | Senator Investment Group LP | 1,000,000 | $18.0M | 0.65% | 2023-12-31 |
| 17 | WATER ISLAND CAPITAL LLC | 781,752 | $17.9M | 0.50% | 2024-09-30 |
| 18 | DRIEHAUS CAPITAL MANAGEMENT LLC | 746,684 | $14.3M | 0.48% | 2023-09-30 |
| 19 | NEXT CENTURY GROWTH INVESTORS LLC | 745,237 | $13.4M | 0.48% | 2023-12-31 |
| 20 | JANUS HENDERSON GROUP PLC | 711,226 | $12.8M | 0.46% | 2023-12-31 |
| 21 | Nuveen Asset Management, LLC | 615,393 | $11.1M | 0.40% | 2023-12-31 |
| 22 | MORGAN STANLEY | 446,887 | $10.2M | 0.29% | 2024-06-30 |
| 23 | Summit Creek Advisors LLC | 560,890 | $10.1M | 0.36% | 2023-12-31 |
| 24 | NORGES BANK | 399,100 | $7.2M | 0.26% | 2024-09-30 |
| 25 | NORTHERN TRUST CORP | 397,714 | $7.2M | 0.25% | 2023-12-31 |
| 26 | Allspring Global Investments Holdings, LLC | 380,836 | $6.9M | 0.24% | 2023-12-31 |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 356,931 | $6.4M | 0.23% | 2023-12-31 |
| 28 | Nishkama Capital, LLC | 295,692 | $5.6M | 0.19% | 2023-09-30 |
| 29 | GOLDMAN SACHS GROUP INC | 200,434 | $4.6M | 0.13% | 2024-03-31 |
| 30 | Herald Investment Management Ltd | 200,000 | $3.6M | 0.13% | 2023-12-31 |
| 31 | NOMURA HOLDINGS INC | 140,598 | $3.2M | 0.09% | 2024-03-31 |
| 32 | TWO SIGMA ADVISERS, LP | 177,200 | $3.2M | 0.11% | 2023-12-31 |
| 33 | MARSHALL WACE, LLP | 169,561 | $3.1M | 0.11% | 2023-12-31 |
| 34 | NEW YORK STATE COMMON RETIREMENT FUND | 127,736 | $2.9M | 0.08% | 2025-09-30 |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 158,000 | $2.8M | 0.10% | 2023-12-31 |
| 36 | SEI INVESTMENTS CO | 153,772 | $2.8M | 0.10% | 2023-12-31 |
| 37 | Hillsdale Investment Management Inc. | 150,100 | $2.7M | 0.09% | 2023-12-31 |
| 38 | BANK OF AMERICA CORP /DE/ | 134,863 | $2.4M | 0.08% | 2023-12-31 |
| 39 | Bank of New York Mellon Corp | 127,448 | $2.3M | 0.08% | 2023-12-31 |
| 40 | Voya Investment Management LLC | 115,748 | $2.2M | 0.07% | 2024-12-31 |
| 41 | TWO SIGMA INVESTMENTS, LP | 119,533 | $2.2M | 0.07% | 2023-12-31 |
| 42 | JPMORGAN CHASE & CO | 89,836 | $2.1M | 0.05% | 2024-12-31 |
| 43 | Swiss National Bank | 109,900 | $2.0M | 0.07% | 2023-12-31 |
| 44 | AMERIPRISE FINANCIAL INC | 108,261 | $1.9M | 0.07% | 2023-12-31 |
| 45 | Ghisallo Capital Management LLC | 100,000 | $1.9M | 0.06% | 2023-09-30 |
| 46 | RITHOLTZ WEALTH MANAGEMENT | 100,683 | $1.8M | 0.06% | 2023-12-31 |
| 47 | RENAISSANCE GROUP LLC | 94,164 | $1.7M | 0.06% | 2023-12-31 |
| 48 | Raymond James Financial Services Advisors, Inc. | 76,334 | $1.4M | 0.04% | 2023-12-31 |
| 49 | Jump Financial, LLC | 69,700 | $1.3M | 0.04% | 2024-09-30 |
| 50 | RAYMOND JAMES & ASSOCIATES | 66,514 | $1.2M | 0.04% | 2023-12-31 |
| 51 | RHUMBLINE ADVISERS | 64,705 | $1.2M | 0.04% | 2023-12-31 |
| 52 | Legal & General Group Plc | 46,160 | $1.1M | 0.03% | 2025-03-31 |
| 53 | ALLIANCEBERNSTEIN L.P. | 57,820 | $1.0M | 0.03% | 2023-12-31 |
| 54 | OXFORD ASSET MANAGEMENT LLP | 45,192 | $1.0M | 0.02% | 2024-03-31 |
| 55 | 1492 Capital Management LLC | 55,236 | $993.7K | 0.03% | 2023-12-31 |
| 56 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 54,964 | $988.8K | 0.03% | 2023-12-31 |
| 57 | BROWN ADVISORY INC | 53,540 | $963.2K | 0.03% | 2023-12-31 |
| 58 | HSBC HOLDINGS PLC | 50,652 | $902.1K | 0.03% | 2023-12-31 |
| 59 | FRONTIER CAPITAL MANAGEMENT CO LLC | 50,000 | $899.5K | 0.03% | 2023-12-31 |
| 60 | UBS Group AG | 47,318 | $851.3K | 0.03% | 2023-12-31 |
| 61 | DARK FOREST CAPITAL MANAGEMENT LP | 46,197 | $831.1K | 0.03% | 2023-12-31 |
| 62 | Graham Capital Management, L.P. | 42,074 | $803.2K | 0.02% | 2023-09-30 |
| 63 | Invesco Ltd. | 40,901 | $735.8K | 0.02% | 2023-12-31 |
| 64 | Sompo Asset Management Co., Ltd. | 38,480 | $692.3K | 0.02% | 2023-12-31 |
| 65 | TUDOR INVESTMENT CORP ET AL | 35,754 | $682.5K | 0.02% | 2023-09-30 |
| 66 | CREDIT SUISSE AG/ | 36,253 | $652.2K | 0.02% | 2023-12-31 |
| 67 | AVIVA PLC | 34,569 | $621.9K | 0.02% | 2023-12-31 |
| 68 | BAILARD, INC. | 34,025 | $612.1K | 0.02% | 2023-12-31 |
| 69 | MetLife Investment Management, LLC | 25,965 | $594.6K | 0.01% | 2024-03-31 |
| 70 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28,156 | $506.5K | 0.01% | 2023-12-31 |
| 71 | AZZAD ASSET MANAGEMENT INC /ADV | 25,571 | $492.2K | 0.01% | 2024-03-31 |
| 72 | HCR Wealth Advisors | 25,683 | $490.3K | 0.01% | 2023-09-30 |
| 73 | FMR LLC | 25,095 | $451.5K | 0.01% | 2023-12-31 |
| 74 | AMERICAN INTERNATIONAL GROUP, INC. | 24,262 | $436.5K | 0.01% | 2023-12-31 |
| 75 | Walleye Capital LLC | 22,773 | $409.7K | 0.01% | 2023-12-31 |
| 76 | Mirae Asset Global Investments Co., Ltd. | 22,590 | $406.4K | 0.01% | 2023-12-31 |
| 77 | Russell Investments Group, Ltd. | 21,943 | $394.8K | 0.01% | 2023-12-31 |
| 78 | STIFEL FINANCIAL CORP | 21,818 | $392.5K | 0.01% | 2023-12-31 |
| 79 | Petrus Trust Company, LTA | 21,759 | $391.4K | 0.01% | 2023-12-31 |
| 80 | DEUTSCHE BANK AG\ | 21,663 | $389.7K | 0.01% | 2023-12-31 |
| 81 | PEAK6 Investments LLC | 21,653 | $389.5K | 0.01% | 2023-12-31 |
| 82 | Sciencast Management LP | 21,387 | $384.8K | 0.01% | 2023-12-31 |
| 83 | CAPSTONE INVESTMENT ADVISORS, LLC | 20,921 | $376.4K | 0.01% | 2023-12-31 |
| 84 | UBS ASSET MANAGEMENT AMERICAS INC | 17,686 | $318.2K | 0.01% | 2023-12-31 |
| 85 | PRELUDE CAPITAL MANAGEMENT, LLC | 15,938 | $304.3K | 0.01% | 2023-09-30 |
| 86 | ENVESTNET ASSET MANAGEMENT INC | 16,554 | $297.8K | 0.01% | 2023-12-31 |
| 87 | Quadrature Capital Ltd | 15,631 | $281.3K | 0.01% | 2023-12-31 |
| 88 | KEYBANK NATIONAL ASSOCIATION/OH | 15,005 | $269.9K | 0.00% | 2023-12-31 |
| 89 | Cipher Capital LP | 13,981 | $266.9K | 0.00% | 2023-09-30 |
| 90 | ZACKS INVESTMENT MANAGEMENT | 14,739 | $265.2K | 0.00% | 2023-12-31 |
| 91 | Balyasny Asset Management LLC | 14,683 | $264.1K | 0.00% | 2023-12-31 |
| 92 | PRINCIPAL FINANCIAL GROUP INC | 14,681 | $264.1K | 0.00% | 2023-12-31 |
| 93 | Olympiad Research LP | 13,611 | $259.8K | 0.00% | 2023-09-30 |
| 94 | Arizona State Retirement System | 14,243 | $256.2K | 0.00% | 2023-12-31 |
| 95 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14,010 | $252.0K | 0.00% | 2023-12-31 |
| 96 | Trexquant Investment LP | 13,103 | $250.1K | 0.00% | 2023-09-30 |
| 97 | COMERICA BANK | 13,580 | $244.3K | 0.00% | 2023-12-31 |
| 98 | Belvedere Trading LLC | 12,000 | $229.1K | 0.00% | 2023-09-30 |
| 99 | Zurcher Kantonalbank (Zurich Cantonalbank) | 12,696 | $228.4K | 0.00% | 2023-12-31 |
| 100 | Sandia Investment Management LP | 12,500 | $224.9K | 0.00% | 2023-12-31 |
| 101 | Walleye Trading LLC | 11,990 | $215.7K | 0.00% | 2023-12-31 |
| 102 | BROOKFIELD Corp /ON/ | 11,137 | $214.4K | 0.00% | 2023-09-30 |
| 103 | WELLS FARGO & COMPANY/MN | 11,820 | $212.6K | 0.00% | 2023-12-31 |
| 104 | Quantbot Technologies LP | 10,463 | $188.2K | 0.00% | 2023-12-31 |
| 105 | Woodline Partners LP | 10,432 | $187.7K | 0.00% | 2023-12-31 |
| 106 | Dakota Wealth Management | 10,268 | $184.7K | 0.00% | 2023-12-31 |
| 107 | State of Wyoming | 9,635 | $173.3K | 0.00% | 2023-12-31 |
| 108 | Royal Bank of Canada | 8,873 | $160.0K | 0.00% | 2023-12-31 |
| 109 | Caption Management, LLC | 8,000 | $152.7K | 0.00% | 2023-09-30 |
| 110 | Counterpoint Mutual Funds LLC | 6,861 | $131.0K | 0.00% | 2023-09-30 |
| 111 | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,736 | $121.2K | 0.00% | 2023-12-31 |
| 112 | Steward Partners Investment Advisory, LLC | 5,098 | $91.7K | 0.00% | 2023-12-31 |
| 113 | Ameritas Investment Partners, Inc. | 4,794 | $86.2K | 0.00% | 2023-12-31 |
| 114 | Tower Research Capital LLC (TRC) | 3,318 | $59.7K | 0.00% | 2023-12-31 |
| 115 | Metropolitan Life Insurance Co/NY | 3,109 | $55.9K | 0.00% | 2023-12-31 |
| 116 | Advisors Asset Management, Inc. | 2,522 | $45.4K | 0.00% | 2023-12-31 |
| 117 | Qube Research & Technologies Ltd | 2,205 | $39.7K | 0.00% | 2023-12-31 |
| 118 | MCF Advisors LLC | 1,920 | $34.5K | 0.00% | 2023-12-31 |
| 119 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 1,485 | $26.7K | 0.00% | 2023-12-31 |
| 120 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1,447 | $26.0K | 0.00% | 2023-12-31 |
| 121 | CITIGROUP INC | 1,407 | $25.3K | 0.00% | 2023-12-31 |
| 122 | RiverPark Advisors, LLC | 1,402 | $25.2K | 0.00% | 2023-12-31 |
| 123 | Quarry LP | 1,143 | $21.8K | 0.00% | 2023-09-30 |
| 124 | FEDERATED HERMES, INC. | 865 | $15.6K | 0.00% | 2023-12-31 |
| 125 | ADVISOR GROUP HOLDINGS, INC. | 685 | $12.3K | 0.00% | 2023-12-31 |
| 126 | NISA INVESTMENT ADVISORS, LLC | 635 | $11.4K | 0.00% | 2023-12-31 |
| 127 | RENAISSANCE TECHNOLOGIES LLC | 390,300 | $7.0K | 0.25% | 2023-12-31 |
| 128 | Rosenberg Matthew Hamilton | 300 | $5.4K | 0.00% | 2023-12-31 |
| 129 | SIGNATUREFD, LLC | 294 | $5.3K | 0.00% | 2023-12-31 |
| 130 | US BANCORP \DE\ | 96 | $1.8K | 0.00% | 2023-09-30 |
| 131 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 75,736 | $1.4K | 0.04% | 2023-12-31 |
| 132 | BARCLAYS PLC | 62,648 | $1.1K | 0.04% | 2023-12-31 |
| 133 | SG Americas Securities, LLC | 59,239 | $1.1K | 0.03% | 2023-12-31 |
| 134 | Jackson Creek Investment Advisors LLC | 51,058 | $975 | 0.03% | 2023-09-30 |
| 135 | PNC Financial Services Group, Inc. | 25 | $573 | 0.00% | 2024-03-31 |
| 136 | Glassman Wealth Services | 31 | $558 | 0.00% | 2023-12-31 |
| 137 | TEACHER RETIREMENT SYSTEM OF TEXAS | 28,909 | $520 | 0.01% | 2023-12-31 |
| 138 | Parallel Advisors, LLC | 19 | $366 | 0.00% | 2024-03-31 |
| 139 | Janney Montgomery Scott LLC | 19,000 | $342 | 0.01% | 2023-12-31 |
| 140 | STRS OHIO | 17,700 | $318 | 0.01% | 2023-12-31 |
| 141 | Lindbrook Capital, LLC | 16 | $288 | 0.00% | 2023-12-31 |
| 142 | Premier Fund Managers Ltd | 12,826 | $221 | 0.00% | 2023-12-31 |
| 143 | SIMPLEX TRADING, LLC | 11,457 | $206 | 0.00% | 2023-12-31 |
| 144 | PRICE T ROWE ASSOCIATES INC /MD/ | 10,944 | $197 | 0.00% | 2023-12-31 |
| 145 | Dynamic Technology Lab Private Ltd | 10,894 | $196 | 0.00% | 2023-12-31 |
| 146 | Covestor Ltd | 9,976 | $179 | 0.00% | 2023-12-31 |
| 147 | Allworth Financial LP | 8 | $144 | 0.00% | 2023-12-31 |
| 148 | AMALGAMATED BANK | 7,393 | $133 | 0.00% | 2023-12-31 |
| 149 | LAZARD ASSET MANAGEMENT LLC | 4,834 | $86 | 0.00% | 2023-12-31 |
| 150 | CWM, LLC | 2,162 | $39 | 0.00% | 2023-12-31 |
| 151 | Coston, McIsaac & Partners | 286 | $5 | 0.00% | 2023-12-31 |