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Engagesmart shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Engagesmart shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Engagesmart

Tip: Access up to 7 years of quarterly data

All positions including Engagesmart held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engagesmart by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3k 56 22.89

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View all positions for Cape Investment Advisory

Top funds holding Engagesmart

Summit Partners
Vanguard Group
Highland Capital Management Fund Advisors
Dimensional Fund Advisors
Glazer Capital
Henderson Group
Bank of America Corporation
Walleye Trading Advisors
Norges Bank Investment Management
Charles Schwab Investment Management
Alpine Associates Management
New York Life Investment Management
Summit Creek Advisors
Man Group
UBS Group

View all funds holding Engagesmart