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Engagesmart shares owned by Capstone Investment Advisors

Quarter-by-quarter ownership of Engagesmart shares owned by Capstone Investment Advisors from 13F filings

Historical chart of Capstone Investment Advisors investment in Engagesmart

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Engagesmart by Capstone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $344k 15k 22.90
2023-09-30 $376k 21k 17.99

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Broadcom (AVGO)

View all positions for Capstone Investment Advisors

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