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Private company

EngageSmart, Inc.

EngageSmart, Inc. is an American prepackaged software services company, incorporated in Delaware.1 It is headquartered in Braintree, Massachusetts.1

Last updated Oct 21, 2026.

Overview

  • IndustryServices-Prepackaged Software1
  • HeadquartersBraintree, Massachusetts1
  • Incorporated inDE2
  • Business address30 Braintree Hill Office Park, Suite 101, Braintree, Ma 021842
  • Filer category, Emerging growth company2

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Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2022

76.4%Gross margin3
5.4%Operating margin3
6.8%Net margin3
40.5%Revenue growth, 20223
2.6%Return on equity3
0.00×Debt to equity3

Where the money goes

Where each dollar of revenue went, fiscal 2022

  • Cost of revenue24¢$71.8M
  • Research and development16¢$48.7M
  • Other costs53¢$161.1M
  • Interest0¢$483.0K
  • Income tax0¢$1.2M
  • Profit7¢$20.6M

Out of $303.9M in revenue.3

Where each dollar of operating cash went, fiscal 2022

  • Kept or used elsewhere100¢$52.3M

Out of $52.3M of cash from operations.3

Financial statements

Revenue3$303.9M in 2022+107% since 2020
0$100.0M$200.0M$300.0M$400.0M2020: $146.6M$146.6M20202021: $216.3M$216.3M2021+48%2022: $303.9M$303.9M2022+41%
Gross profit3$232.1M in 2022+113% since 2020
0$100.0M$200.0M$300.0M2020: $109.0M$109.0M20202021: $161.2M$161.2M2021+48%2022: $232.1M$232.1M2022+44%
Operating income3$16.5M in 2022+2440% since 2020
-$5.0M0$5.0M$10.0M$15.0M$20.0M2020: $648.0K$648.0K20202021: -$1.2M-$1.2M20212022: $16.5M$16.5M2022
Net income3$20.6M in 2022
-$10.0M0$10.0M$20.0M$30.0M2020: -$6.7M-$6.7M20202021: -$9.0M-$9.0M2021+34%2022: $20.6M$20.6M2022
Fiscal year202020212022
Revenue$146.6M3$216.3M3$303.9M3
Cost of revenue$37.6M3$55.1M3$71.8M3
Gross profit$109.0M3$161.2M3$232.1M3
Research and development$20.8M3$33.4M3$48.7M3
Operating expenses$162.4M3$215.6M3
Operating income$648.0K3-$1.2M3$16.5M3
Interest$9.9M3$8.2M3$483.0K3
Income before tax-$9.6M3$19.4M3
Income tax-$2.6M3-$622.0K3-$1.2M3
Net income-$6.7M3-$9.0M3$20.6M3
Earnings per share-$0.053-$0.063$0.133
Earnings per share (diluted)-$0.053-$0.063$0.123
Shares (weighted, basic)151.6M shares3163.8M shares3
Shares (weighted, diluted)151.6M shares3169.2M shares3

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Corporate structure

EngageSmart, Inc. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of EngageSmart, Inc.

  • SUMMIT PARTNERS L P Filed SC 13G/A on EngageSmart, Inc., latest Feb 7, 2024 (2 filings since Feb 4, 2022)
  • John Keenan Burgess Filed SC 13G/A on EngageSmart, Inc., latest Feb 13, 2023 (2 filings since Feb 22, 2022)
  • GENERAL ATLANTIC, L.P. Filed SC 13G on EngageSmart, Inc., latest Feb 11, 2022
  • EngageSmart, Inc. Braintree, Massachusetts

Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What EngageSmart, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$21.7M3 Dec 31, 2022$15.2M3 Dec 31, 2021+42.9%
Accumulated depreciation$7.4M3 Dec 31, 2022$4.2M3 Dec 31, 2021+74.5%
Property and equipment, net$14.3M3 Dec 31, 2022$11.0M3 Dec 31, 2021+30.6%
Operating-lease assets (leased space)$26.9M3 Dec 31, 2022$31.4M3 Jan 1, 2022−14.3%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$311.8M3 Dec 31, 2022$254.3M3 Dec 31, 2021+22.6%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$425.7M3 Dec 31, 2022$425.7M3 Dec 31, 20210%
Finite-lived intangibles, gross$131.6M3 Dec 31, 2022$131.6M3 Dec 31, 20210%
Accumulated amortization$59.3M3 Dec 31, 2022$43.7M3 Dec 31, 2021+35.7%
Finite-lived intangibles, net$72.3M3 Dec 31, 2022$87.9M3 Dec 31, 2021−17.7%

Leadership

Who has led EngageSmart, Inc., and when. Pick a name to see everywhere that person has worked.

Chief financial officer

  1. Cassandra Hudson2021–2024
2025
Board members and other officers (15)

Former names

  • EngageSmart, LLCJun 30, 2021 to Sep 23, 20212

Timeline

  1. Jan 26, 20248-K Entered a material agreement; Ended a material agreement; Completed an acquisition or sale21
  2. Jan 24, 20248-K Shareholder vote22
  3. Dec 7, 20238-K Other events23
  4. Nov 2, 20238-K Results of operations; Regulation FD disclosure24
  5. Oct 23, 20238-K Regulation FD disclosure25
  6. Oct 23, 20238-K Entered a material agreement26
  7. Aug 3, 20238-K Results of operations; Regulation FD disclosure27
  8. May 19, 20238-K Shareholder vote28
  9. May 4, 20238-K Results of operations; Regulation FD disclosure29
  10. Apr 4, 20238-K Executive or director change30
  11. Mar 1, 20238-K Other events31
  12. Feb 9, 20238-K Results of operations; Regulation FD disclosure32

Calendar

When it reported results

  1. Nov 2, 2023Reported quarterly or annual results24
  2. Aug 3, 2023Reported quarterly or annual results27
  3. May 4, 2023Reported quarterly or annual results29
  4. Feb 9, 2023Reported quarterly or annual results32
  5. Nov 3, 2022Reported quarterly or annual results33
  6. Aug 4, 2022Reported quarterly or annual results34
  7. May 5, 2022Reported quarterly or annual results35
  8. Feb 15, 2022Reported quarterly or annual results36

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

193 filings to the SEC since October 2021: 2 annual reports, 7 quarterly reports, 21 major events, 107 insider forms, 5 large holders, 51 other. The latest 20:

  1. Feb 7, 2024SC 13G/A EDGAR
  2. Feb 5, 202415-12G EDGAR
  3. Jan 29, 20244 EDGAR
  4. Jan 29, 20244 EDGAR
  5. Jan 29, 20244 EDGAR
  6. Jan 29, 20244 EDGAR
  7. Jan 29, 20244 EDGAR
  8. Jan 29, 20244 EDGAR
  9. Jan 29, 20244 EDGAR
  10. Jan 29, 20244 EDGAR
  11. Jan 29, 20244 EDGAR
  12. Jan 29, 20244 OWNERSHIP DOCUMENT EDGAR
  13. Jan 29, 20244 OWNERSHIP DOCUMENT EDGAR
  14. Jan 26, 2024POSASR EDGAR
  15. Jan 26, 2024S-8 POS EDGAR
  16. Jan 26, 2024SC 13E3/A EDGAR
  17. Jan 26, 20248-K EDGAR
  18. Jan 24, 20248-K EDGAR
  19. Jan 22, 20244 EDGAR
  20. Jan 3, 20244 EDGAR

The 193 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

47 open-market trades by officers, directors and large owners since October 2021: 0 buys and 47 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jan 2, 2024O'Brien Kevin WilliamSee RemarksSale3,000$22.90$68.7KForm 4
Jan 2, 2024Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$22.90$80.2KForm 4
Dec 1, 2023O'Brien Kevin WilliamSee RemarksSale3,000$22.82$68.5KForm 4
Dec 1, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$22.83$79.9KForm 4
Nov 27, 2023Donovan Patrick FChief Accounting OfficerSale32,000$22.85$731.2KForm 4
Nov 1, 2023O'Brien Kevin WilliamSee RemarksSale3,000$22.66$68.0KForm 4
Nov 1, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$22.64$79.2KForm 4
Oct 2, 2023O'Brien Kevin WilliamSee RemarksSale3,000$18.32$55.0KForm 4
Oct 2, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$18.52$64.8KForm 4
Sep 1, 2023O'Brien Kevin WilliamSee RemarksSale3,000$17.83$53.5KForm 4
Sep 1, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$17.92$62.7KForm 4
Aug 14, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale15,000$16.94$254.1KForm 4
Aug 1, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$18.94$66.3KForm 4
Aug 1, 2023O'Brien Kevin WilliamSee RemarksSale3,000$18.83$56.5KForm 4
Jul 5, 2023Bennett Robert PaulChief Executive OfficerSale84,000$18.53$1.6MForm 4
Jul 3, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$18.69$65.4KForm 4
Jul 3, 2023O'Brien Kevin WilliamSee RemarksSale3,000$18.83$56.5KForm 4
Jul 3, 2023Bennett Robert PaulChief Executive OfficerSale42,000$18.67$784.1KForm 4
Jun 16, 2023O'Brien Kevin WilliamSee RemarksSale9,000$18.26$164.3KForm 4
Jun 15, 2023Seltzer Jonathan ColePresident, SMB SolutionsSale3,500$18.35$64.2KForm 4

All 47 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

SEC filer profile

How EngageSmart, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGAREngageSmart, Inc.1
  • CIK0001863105
  • Filer status<br>emerging growth company1
  • Incorporated inDelaware1
  • Fiscal year endsDecember 311
  • Industry code (SIC)7372 Services-Prepackaged Software1
  • SEC reviewing officeOffice of Technology, Division of Corporation Finance1
  • Business address30 Braintree Hill Office Park, Suite 101, Braintree, MA 021841
  • Phone(781) 848-37331
  • Shares outstanding168,096,841 as of Oct 31, 20235
  • Public float$578.4M as of Jun 30, 20223
  • On EDGAR sinceJun 30, 20211
  • Filings233 in all: 4 (108), 144 (25), 8-K (21), 3 (18), DEFA14A (8), 10-Q (7), CORRESP (5), SC 13E3/A (3)1
    All 35 form types

    SC 13G (3), UPLOAD (3), 10-K (2), 4/A (2), 424B7 (2), DEF 14A (2), DRSLTR (2), S-1/A (2), SC 13G/A (2), 15-12G (1), 25-NSE (1), 424B4 (1), 8-A12B (1), CERT (1), CT ORDER (1), DEFM14A (1), DRS (1), DRS/A (1), EFFECT (1), POSASR (1), PREM14A (1), PRER14A (1), S-1 (1), S-3ASR (1), S-8 (1), S-8 POS (1), SC 13E3 (1)

  • Latest filingsAnnual report (10-K) Feb 23, 2023
    Quarterly report (10-Q) Nov 2, 2023
    Proxy statement (DEF 14A) Apr 5, 2023
    Latest 8-K (8-K) Jan 26, 2024

Sources

The numbers on this page point here. Each one links to the record it came from.

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    SEC EDGAROther events
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    SEC EDGAROther events
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