at engagesmart, we are experts in simplifying engagement. through our business units we operate across multiple industries, delivering digital engagement solutions that transform customer interactions into loyalty building opportunities. we do this through a commitment to a set of shared beliefs across all our business units; all engagesmart companies believe in the power of saas platforms to accelerate innovation. we focus this innovation on continuously simplifying complex processes and technology challenges, providing measurable benefits for both the service provider (our clients) and their customers. we combine great technology with deep industry expertise to deliver solutions purpose built for the industries we serve. engagesmart people and clients succeed and grow.
Company profile
Ticker
ESMT
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Microsoft • Oracle • Mobileye Global Inc - Ordinary Shares • Activision Blizzard • Gen Digital • Vmware • Adobe • Salesforce • BlackBerry • Dayforce ...
Former names
EngageSmart, LLC
SEC CIK
Corporate docs
Subsidiaries
EngageSmart Security Corporation • Global Cloud, Ltd. • Hancock Midco, LLC • IMAGEVISION.NET, LLC • Invoice Cloud, Inc. • IVR Technology Group, LLC • Metropolitan Communications, LLC • Payment Service Network, Inc. • SimplePractice, LLC • Track Your Hours, LLC ...
ESMT stock data
Latest filings (excl ownership)
15-12G
Securities registration termination
5 Feb 24
POSASR
Automatic shelf registration (post-effective amendment)
26 Jan 24
S-8 POS
Registration of securities for employees (post-effective amendment)
26 Jan 24
SC 13E3/A
Going private transaction (amended)
26 Jan 24
8-K
Vista Equity Partners Completes Acquisition of EngageSmart
26 Jan 24
25-NSE
Exchange delisting
26 Jan 24
8-K
Submission of Matters to a Vote of Security Holders
24 Jan 24
SC 13E3/A
Going private transaction (amended)
19 Dec 23
DEFM14A
Proxy related to merger
19 Dec 23
CT ORDER
Confidential treatment order
13 Dec 23
Transcripts
ESMT
Earnings call transcript
2023 Q2
3 Aug 23
ESMT
Earnings call transcript
2023 Q1
4 May 23
ESMT
Earnings call transcript
2023 Q1
4 May 23
ESMT
Earnings call transcript
2022 Q4
9 Feb 23
ESMT
Earnings call transcript
2022 Q3
3 Nov 22
ESMT
Earnings call transcript
2022 Q2
7 Aug 22
ESMT
Earnings call transcript
2022 Q1
8 May 22
ESMT
Earnings call transcript
2021 Q4
16 Feb 22
ESMT
Earnings call transcript
2021 Q3
13 Nov 21
ESMT
Earnings call transcript
2021 Q3
10 Nov 21
Latest ownership filings
SC 13G/A
SUMMIT PARTNERS L P
7 Feb 24
4
Change in insider ownership
29 Jan 24
4
Change in insider ownership
29 Jan 24
4
Deborah A. Dunnam
29 Jan 24
4
DAVID E MANGUM
29 Jan 24
4
CASSANDRA HUDSON
29 Jan 24
4
Jonathan Cole Seltzer
29 Jan 24
4
Kevin William O'Brien
29 Jan 24
4
Patrick F Donovan
29 Jan 24
4
Diego A Rodriguez
29 Jan 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Operating income | |||||
Operating margin | |||||
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Net profit margin | |||||
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Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | |
---|---|---|---|
Revenue | |||
Cost of revenue | |||
Operating income | |||
Operating margin | |||
Net income | |||
Net profit margin | |||
Cash on hand | |||
Change in cash | |||
Diluted EPS |
Institutional ownership, Q3 2023
92.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 127 |
Opened positions | 23 |
Closed positions | 19 |
Increased positions | 49 |
Reduced positions | 41 |
13F shares | Current |
---|---|
Total value | 2.79 tn |
Total shares | 155.40 mm |
Total puts | 52.70 k |
Total calls | 1.10 mm |
Total put/call ratio | 0.0 |
Largest owners | Shares | Value |
---|---|---|
General Atlantic | 90.27 mm | $1.62 tn |
Summit Partners L P | 25.00 mm | $449.84 bn |
Vanguard | 5.25 mm | $94.36 bn |
BLK Blackrock | 4.78 mm | $86.05 bn |
Millennium Management | 2.67 mm | $48.08 bn |
MCQEF Macquarie | 2.51 mm | $45.24 bn |
Citadel Advisors | 2.22 mm | $39.93 bn |
Dragoneer Investment | 2.19 mm | $39.43 bn |
Cat Rock Capital Management | 2.11 mm | $37.89 bn |
Jennison Associates | 1.53 mm | $27.59 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
26 Jan 24 | Scott N Semel | Common Stock | Sale back to company | Dispose D | No | No | 23 | 41,729 | 959.77 k | 0 |
26 Jan 24 | Scott N Semel | RSU Common Stock | Sale back to company | Dispose D | No | No | 0 | 102,625 | 0.00 | 0 |
26 Jan 24 | Diego A Rodriguez | Common Stock | Sale back to company | Dispose D | No | No | 23 | 11,409 | 262.41 k | 0 |
26 Jan 24 | Diego A Rodriguez | RSU Common Stock | Sale back to company | Dispose D | No | No | 0 | 17,106 | 0.00 | 0 |
26 Jan 24 | Robert Paul Bennett | Common Stock | Sale back to company | Dispose D | Yes | No | 23 | 1,332,000 | 30.64 mm | 0 |
26 Jan 24 | Robert Paul Bennett | Common Stock | Sale back to company | Dispose D | Yes | No | 23 | 809,877 | 18.63 mm | 0 |
26 Jan 24 | Robert Paul Bennett | Common Stock | Sale back to company | Dispose D | No | No | 23 | 859,710 | 19.77 mm | 0 |
26 Jan 24 | Robert Paul Bennett | Option to Purchase Common Stock Common Stock | Sale back to company | Dispose D | No | No | 5.67 | 427,911 | 2.43 mm | 0 |
26 Jan 24 | Robert Paul Bennett | RSU Common Stock | Sale back to company | Dispose D | No | No | 0 | 249,352 | 0.00 | 0 |
26 Jan 24 | Jonathan Cole Seltzer | Common Stock | Sale back to company | Dispose D | No | No | 23 | 3,663 | 84.25 k | 0 |