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Disclosery

ESQ ESQUIRE FINL HLDGS INC

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COM (common), issuer CIK 1531031

130 managers (133 13F filers) reported a position in ESQ shares at 2025-03-31, 5,591,782 shares in all. 19 filers opened a position and 11 filers sold out during the quarter.

Managers
130
13F filers
133
New
19
Added
46
Reduced
41
Sold out
11
Shares held by filers
5,591,782

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Mawer Investment Management Ltd.779,889$58.8M0.28%+359,67713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.537,555$40.5M<0.01%+7,94213F-HRTimelineGroup
WASATCH ADVISORS LP418,263$31.5M0.18%-44,33813F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC402,688$30.4M<0.01%+14,95813F-HRTimelineGroup
Ampfield Management, L.P.281,502$21.2M24.98%+29,86913F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.268,727$20.3M1.14%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP225,837$17M<0.01%+77,35913F-HRTimelineGroup
GW&K Investment Management, LLC224,941$17M0.16%+4,54513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC209,991$15.8M0.01%+43,07613F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC192,252$14.5M<0.01%+6,35113F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP188,832$14.2M<0.01%-14,54913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/167,262$12.6M<0.01%+160,00113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.109,604$8.26M<0.01%-5,82013F-HRTimeline
Gator Capital Management, LLC93,061$7.01M2.68%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA81,087$6.11M<0.01%+55,36713F-HR/ATimelineGroup
Grandeur Peak Global Advisors, LLC80,041$6.03M0.67%-2,94213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP63,642$4.8M<0.01%+2,29413F-HRTimelineGroup
ROYCE & ASSOCIATES LP61,561$4.64M0.05%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.56,879$4.29M0.01%-17,59713F-HRTimeline
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC55,000$4.15M0.67%-37,00013F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC53,151$4.01M1.06%-13,25413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.49,410$3.72M<0.01%-11,04613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…42,561$3.21M<0.01%-13,11513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY41,240$3.11M<0.01%+9,18613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp40,139$3.03M<0.01%+5,74513F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC39,285$2.96M0.01%-913F-HRTimeline
Horizon Investment Services, LLC38,911$2.93M1.42%+5,52213F-HRTimeline
Rosenthal | Henry Capital Advisors, Inc.38,783$2.92M2.95%-2,01713F-HRTimeline
Cox Capital Mgt LLC38,507$2.9M2.12%-3,07613F-HRTimeline
UBS Group AGgroup of 2 filers holding35,699$2.69M+16,042Timeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding33,580$2.53M-21,969Timeline
Elizabeth Park Capital Advisors, Ltd.33,210$2.5M2.27%-15,00013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,852$2.48M<0.01%-4,19213F-HR/ATimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC30,932$2.33M0.01%-16,88513F-HRTimeline
RBF Capital, LLC30,000$2.26M0.14%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP25,249$1.9M<0.01%-28413F-HRTimelineGroup
Nuveen, LLCin group TIAA22,467$1.69M<0.01%13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC21,200$1.6M<0.01%-12,20013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co20,459$1.54M<0.01%+613F-HR/ATimelineGroup
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC17,640$1.33M0.09%013F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC17,105$1.29M0.05%-6,58313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding16,530$1.25M+8,427Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,531$1.17M<0.01%-7,30713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,351$1.16M<0.01%+7613F-HRTimelineGroup
Swiss National Bank13,700$1.03M<0.01%new13F-HRTimeline
HighTower Advisors, LLC13,128$990K<0.01%-813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC12,910$973K<0.01%-1,48513F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC12,486$941K<0.01%+1,31313F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,367$932K<0.01%+5,07113F-HRTimelineGroup
RHUMBLINE ADVISERS11,608$875K<0.01%+40913F-HR/ATimeline
Numerai GP LLC11,543$870K0.16%+3,28113F-HRTimeline
Informed Momentum Co LLC11,090$836K0.14%-3,68613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,482$790K<0.01%+4,83213F-HRTimelineGroup
Cetera Investment Advisers10,074$759K<0.01%+1,05413F-HRTimeline
Rafferty Asset Management, LLC9,958$751K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,409$709K<0.01%-6,62513F-HRTimelineGroup
BANTAMAC CAPITAL, LLC9,364$706K0.34%+3,23213F-HRTimeline
Bahl & Gaynor LLC8,600$648K<0.01%013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC8,267$623K0.14%new13F-HRTimeline
Sanctuary Advisors, LLC8,239$621K<0.01%+2013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD8,175$616K<0.01%+3,32513F-HRTimeline
Foundations Investment Advisors, LLC6,945$524K0.01%+4,19413F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…6,632$500K<0.01%+6,12013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp6,489$489K<0.01%-2,85813F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson6,261$470K<0.01%+2,40213F-HRTimelineGroup
Gruss & Co., LLC6,144$463K2.02%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …6,038$455K<0.01%-68113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources5,379$405K<0.01%+1,46413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,241$395K<0.01%-1,61013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,185$391K<0.01%-22,15513F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC5,040$380K<0.01%new13F-HRTimelineGroup
SG Americas Securities, LLC4,931$372K<0.01%+1,72813F-HRTimeline
PMC FIG Opportunities LLC4,887$368K0.9%-2,08613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc4,707$355K<0.01%+3,96113F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…4,178$315K<0.01%+15613F-HRTimelineGroup
Arcus Capital Partners, LLC4,165$314K0.13%new13F-HRTimeline
Mesirow Financial Investment Management…4,008$312K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,048$305K<0.01%-713F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…4,035$304K<0.01%013F-HRTimelineGroup
Stokes Family Office, LLC4,000$302K0.03%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC3,796$286K<0.01%new13F-HRTimeline
Cubist Systematic Strategies, LLC3,495$263K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC3,477$262K<0.01%+1,06713F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.3,460$261K<0.01%-5113F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd3,295$248K0.01%+43313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,090$233K<0.01%+14613F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/3,069$232K<0.01%+26313F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND3,059$231K<0.01%013F-HR/ATimeline
Jump Financial, LLCin group Jump Financial, LLC3,059$231K<0.01%+45913F-HR/ATimelineGroup
Creative Planningin group Creative Planning3,033$229K<0.01%+5413F-HRTimelineGroup
PDT Partners, LLC3,025$228K0.02%-35713F-HRTimeline
Persistent Asset Partners Ltd3,008$227K0.2%+21113F-HRTimeline
Meridian Wealth Management, LLC3,000$226K0.01%013F-HRTimeline
Aquatic Capital Management LLC2,616$197K0.01%new13F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.2,434$183K<0.01%new13F-HR/ATimelineGroup
HOLLENCREST CAPITAL MANAGEMENT2,312$174K0.01%013F-HRTimeline
Piscataqua Savings Bank1,600$121K0.11%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …1,561$117K0.01%-6,70213F-HRTimelineGroup
AlphaQuest LLC1,503$113K0.01%013F-HRTimeline
Sandy Spring Bank1,500$113K<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.1,490$112K0.07%+313F-HRTimeline
Police & Firemen's Retirement System of…1,480$112K<0.01%013F-HRTimeline
KLP KAPITALFORVALTNING AS1,400$106K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…711$53.6K<0.01%013F-HRTimelineGroup
USA FINANCIAL FORMULAS670$50.5K0.01%new13F-HRTimeline
Copeland Capital Management, LLC609$45.9K<0.01%-16113F-HRTimeline
Versant Capital Management, Inc346$26.1K<0.01%new13F-HRTimeline
HM PAYSON & CO300$22.6K<0.01%013F-HRTimeline
AMALGAMATED BANK240$18K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.200$15K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…179$13.5K<0.01%-60913F-HRTimelineGroup
CWM, LLCin group CWM, LLC116$9K<0.01%+313F-HRTimelineGroup
SBI Securities Co., Ltd.104$7.84K<0.01%-17213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…98$7.39K<0.01%+9513F-HRTimelineGroup
Farther Finance Advisors, LLC88$6.65K<0.01%-77913F-HRTimeline
GAMMA Investing LLC65$4.9K<0.01%+2413F-HR/ATimeline
Covestor Ltd34$3K<0.01%-2313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…34$2.56K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\31$2.34K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC24$1.81K<0.01%-1613F-HRTimeline
Steward Partners Investment Advisory, L…15$1.13K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12$905<0.01%+413F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC6$453<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC5$377<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB5$377<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust5$377<0.01%new13F-HRTimeline
Lindbrook Capital, LLC3$226<0.01%new13F-HRTimeline
IFP Advisors, Inc0$151<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
NewEdge Advisors, LLC1$76<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.