Comparable stake leader
SUMMIT PARTNERS L P
SEC ownership of EngageSmart, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001863105.
Disclosed value leader
SUMMIT PARTNERS L P
Comparable rows
0/4
Latest evidence
07 Mar 2023
- Ownership evidence mix
- 3/4/5
- Largest current holder
- SUMMIT PARTNERS L P
- Latest evidence date
- 07 Mar 2023
- CIK
- 0001863105
- Location
- Braintree, MA
Ownership snapshot
1 signal
Issuer identity
2 identity fields
Ownership snapshot
Top shareholders of EngageSmart, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
SUMMIT PARTNERS L P
Disclosed value leader
SUMMIT PARTNERS L P
Comparable rows
0/4
Latest evidence
07 Mar 2023
3/4/5
Highest disclosed value: $572,613,882
4 rows are not safely comparable across share classes.
Quick read
SUMMIT PARTNERS L P has the largest disclosed position value at $572.61M.
0 of 4 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Disclosed position value
Top 4
SUMMIT PARTNERS L P
$572.61M
Charles Kallenbach
$660.6K
Ashley C. Glover
$440.4K
Thomas E. Griffin
$440.4K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-4 of 4 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SUMMIT PARTNERS L P |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$572,613,882
25,004,973 shares
|
— | 07 Mar 2023 |
| Charles Kallenbach |
3/4/5
General Counsel
|
—
class O/S missing
|
$660,573
28,846 shares
|
— | 27 Sep 2021 |
| Ashley C. Glover |
3/4/5
Director
|
—
class O/S missing
|
$440,367
19,230 shares
|
— | 27 Sep 2021 |
| Thomas E. Griffin |
3/4/5
President, Enterprise Solution
|
—
class O/S missing
|
$440,367
19,230 shares
|
— | 27 Sep 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 02 Jun 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-19 of 19 reporting-owner rows connected to EngageSmart, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
19
Largest current holder
SUMMIT PARTNERS L P
Net 12M change
$0
Latest report
26 Jan 2024
Recent insider transactions for EngageSmart, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.