ESQNasdaqCommercial Banks, NECFiscal year ends December 31
Esquire Financial Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$116.73−2.16 (-1.82%)
Close on Oct 19, 2026
- Market cap
- $1.02B
- P/E (TTM)
- 19.3
- Dividend yield
- 0.60%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
52.7%
6M of 12M shares
Institutional holders
165
22 new, 18 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 15 sales
Net sold $5.05M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Mawer Investment Management Ltd. | 583,871 | 6.76% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 525,653 | 6.40% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ESQ | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 601,624 | 4.97% | $71.66M | +51,278 | 0.00% |
| Mawer Investment Management Ltd. | 583,871 | 4.82% | $69.54M | −141,343 | 0.47% |
| Basswood Capital Management, L.L.C. | 369,416 | 3.05% | $44.00M | +100,689 | 1.75% |
| State Street Corp | 352,787 | 2.91% | $42.02M | +86,513 | 0.00% |
| Vanguard Capital Management LLC | 317,112 | 2.62% | $37.77M | +5,289 | 0.00% |
| Ampfield Management, L.P. | 313,470 | 2.59% | $37.34K | +80,254 | 37.25% |
| Copeland Capital Management, LLC | 296,535 | 2.45% | $35.32M | −8,112 | 0.73% |
| Wasatch Advisors LP | 292,242 | 2.41% | $34.81M | −51,804 | 0.23% |
| American Century Companies Inc | 245,685 | 2.03% | $29.26M | +15,762 | 0.01% |
| Geode Capital Management, LLC | 242,287 | 2.00% | $28.86M | +17,485 | 0.00% |
| Dimensional Fund Advisors LP | 204,697 | 1.69% | $24.38M | +3,890 | 0.00% |
| Langdon Equity Partners | 189,000 | 1.56% | $22.51M | +48,654 | 12.58% |
| Royce & Associates LP | 172,177 | 1.42% | $20.51M | +9,831 | 0.17% |
| GW&K Investment Management, LLC | 140,582 | 1.16% | $16.75K | −4,834 | 0.13% |
| Northern Trust Corp | 123,360 | 1.02% | $14.69M | +4,412 | 0.00% |
| Gator Capital Management, LLC | 100,896 | 0.83% | $12.02M | +2,550 | 2.52% |
| Vanguard Portfolio Management LLC | 90,361 | 0.75% | $10.76M | −1,754 | 0.00% |
| Morgan Stanley | 87,597 | 0.72% | $10.43M | −45,105 | 0.00% |
| Renaissance Technologies LLC | 79,600 | 0.66% | $9.48M | +23,600 | 0.01% |
| Alliancebernstein L.P. | 77,157 | 0.64% | $8.29M | +500 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 165 | 6M | 52.7% | 22 / 70 | 50 / 18 | 1M | 1M |
| Q1 2026 | 165 | 6M | 50.6% | 25 / 55 | 56 / 15 | 1M | 0M |
| Q4 2025 | 158 | 6M | 48.7% | 15 / 61 | 46 / 14 | 0M | 0M |
| Q3 2025 | 160 | 6M | 48.1% | 25 / 58 | 46 / 15 | 0M | 0M |
| Q2 2025 | 152 | 6M | 48.7% | 36 / 42 | 49 / 13 | 1M | 0M |
| Q1 2025 | 131 | 6M | 46.2% | 20 / 46 | 41 / 11 | 1M | 0M |
| Q4 2024 | 123 | 5M | 41.0% | 24 / 40 | 39 / 11 | 1M | 0M |
| Q3 2024 | 111 | 5M | 39.2% | 23 / 39 | 35 / 13 | 1M | 0M |
| Q2 2024 | 102 | 5M | 37.5% | 17 / 34 | 40 / 8 | 0M | 0M |
| Q1 2024 | 93 | 5M | 38.9% | 10 / 38 | 30 / 8 | 0M | 0M |
| Q4 2023 | 91 | 5M | 37.4% | 7 / 42 | 29 / 4 | 0M | 0M |
| Q3 2023 | 88 | 5M | 37.4% | 7 / 28 | 33 / 4 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ESQ | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 232,139 | 1.92% | $27.65M | 0.00% | Jun 30, 2026 |
| Wasatch Micro Cap Fund | 217,165 | 1.79% | $25.87M | 3.83% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 190,848 | 1.58% | $22.73M | 0.03% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 179,813 | 1.49% | $19.76M | 0.07% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 162,191 | 1.34% | $19.32M | 0.41% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 79,845 | 0.66% | $10.32M | 0.03% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 76,993 | 0.64% | $9.17M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 67,695 | 0.56% | $8.06M | 0.05% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 37,210 | 0.31% | $4.09M | 0.02% | May 31, 2026 |
| U.S. Small Cap Portfolio | 36,826 | 0.30% | $4.76M | 0.02% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 34,714 | 0.29% | $3.81M | 0.01% | May 31, 2026 |
| Royce Small-Cap Total Return Fund | 34,505 | 0.29% | $4.11M | 0.43% | Jun 30, 2026 |
| Royce Small-Cap Fund | 32,014 | 0.26% | $3.81M | 0.18% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 31,917 | 0.26% | $3.51M | 0.02% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 30,511 | 0.25% | $3.94M | 0.05% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Andrew C. Sagliocca | Vice Chairman, President & CEO, Director | 288,798 | 2.39% | Sep 21, 2026 |
| Michael G. O'Rourke | President of Chicago Bank Div, Director | 91,309 | 0.75% | Sep 15, 2026 |
| Martin S. Korn | EVP and CTO | 38,799 | 0.32% | May 1, 2026 |
| Ari P. Kornhaber | EVP and Head of Corp Dev | 121,739 | 1.01% | Feb 2, 2026 |
| Eric S. Bader | EVP and COO | 141,116 | 1.17% | Feb 2, 2026 |
| Michael Lacapria | SVP & Chief Financial Officer | 20,856 | 0.17% | Feb 2, 2026 |
| Richard T. Powers | Director | 58,233 | 0.48% | Aug 27, 2026 |
| Anthony Coelho | Director | 118,177 | 0.98% | Aug 10, 2026 |
| Leonard Caronia | Director | 101,906 | 0.84% | Aug 6, 2026 |
| Robert Mitzman | Director | 144,679 | 1.20% | Aug 3, 2026 |
| Selig Zises | Director | 123,850 | 1.02% | Mar 20, 2026 |
| Todd Deutsch | Director | 72,401 | 0.60% | Dec 16, 2025 |
| Joseph Melohn | Director | 147,753 | 1.22% | Dec 16, 2025 |
| Rena Nigam | Director | 2,620 | 0.02% | Dec 16, 2025 |
| Kevin C. Waterhouse | Director | 147,352 | 1.22% | Dec 16, 2025 |
| Raymond Francis Kelly | Director | 753 | 0.01% | Dec 16, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Andrew C. Sagliocca Vice Chairman, President & CEO, Director | Sep 18, 2026 | Sale | −10,000 | $122.73 | $1.23M | 288,798 |
| Michael G. O'Rourke President of Chicago Bank Div, Director | Sep 14, 2026 | Option exercise | +5,953 | $19.57 | $116.50K | 72,679 |
| Richard T. Powers Director | Aug 25, 2026 | Gift | −51,380 | – | – | 6,853 |
| Anthony Coelho Director | Aug 7, 2026 | Option exercise | +20,000 | $12.50 | $250.00K | 69,267 |
| Anthony Coelho Director | Aug 7, 2026 | Tax withholding | −1,902 | $131.38 | $249.88K | 67,365 |
| Leonard Caronia Director | Aug 4, 2026 | Option exercise | +2,232 | $19.57 | $43.68K | 101,906 |
| Leonard Caronia Director | Aug 4, 2026 | Tax withholding | −335 | $130.31 | $43.65K | 100,761 |
| Michael G. O'Rourke President of Chicago Bank Div, Director | Aug 1, 2026 | Award | +18,630 | – | – | 18,630 |
| Michael G. O'Rourke President of Chicago Bank Div, Director | Aug 1, 2026 | Award | +66,726 | – | – | 66,726 |
| Leonard Caronia Director | Aug 1, 2026 | Award | +98,864 | – | – | 98,864 |
| Robert Mitzman Director | Jul 30, 2026 | Sale | −3,000 | $129.60 | $388.80K | 139,679 |
| Richard T. Powers Director | Mar 19, 2026 | Sale | −2,308 | $104.83 | $241.95K | 58,233 |
| Selig Zises Director | Mar 19, 2026 | Sale | −3,000 | $105.00 | $315.00K | 63,533 |
| Selig Zises Director | Mar 19, 2026 | Sale | −2,000 | $105.25 | $210.50K | 6,501 |
| Selig Zises Director | Mar 18, 2026 | Sale | −1,500 | $106.08 | $159.12K | 74,033 |
| Selig Zises Director | Mar 18, 2026 | Sale | −2,000 | $105.16 | $210.32K | 75,533 |
| Selig Zises Director | Mar 18, 2026 | Sale | −1,500 | $105.11 | $157.67K | 77,533 |
| Selig Zises Director | Mar 18, 2026 | Sale | −2,000 | $106.04 | $212.08K | 8,501 |
| Selig Zises Director | Mar 18, 2026 | Sale | −2,000 | $105.54 | $211.08K | 10,501 |
| Selig Zises Director | Mar 18, 2026 | Sale | −8,500 | $107.00 | $909.50K | 12,501 |
| Selig Zises Director | Mar 18, 2026 | Sale | −1,500 | $107.01 | $160.52K | 72,533 |
| Selig Zises Director | Mar 18, 2026 | Sale | −2,000 | $107.13 | $214.26K | 70,533 |
| Selig Zises Director | Mar 18, 2026 | Sale | −3,000 | $107.25 | $321.75K | 67,533 |
| Selig Zises Director | Mar 18, 2026 | Sale | −1,000 | $107.26 | $107.26K | 66,533 |
| Ari P. Kornhaber EVP and Head of Corp Dev | Jan 29, 2026 | Award | +5,122 | – | – | 119,792 |
| Michael Lacapria SVP & Chief Financial Officer | Jan 29, 2026 | Award | +1,164 | – | – | 17,606 |
| Andrew C. Sagliocca Vice Chairman, President & CEO, Director | Jan 29, 2026 | Award | +8,148 | – | – | 298,798 |
| Eric S. Bader EVP and COO | Jan 29, 2026 | Award | +3,492 | – | – | 139,116 |
| Ari P. Kornhaber EVP and Head of Corp Dev | Jan 5, 2026 | Option exercise | +11,125 | $12.50 | $139.06K | 109,412 |
| Ari P. Kornhaber EVP and Head of Corp Dev | Jan 5, 2026 | Option exercise | +7,500 | $12.50 | $93.75K | 116,912 |
| Ari P. Kornhaber EVP and Head of Corp Dev | Jan 5, 2026 | Tax withholding | −2,242 | $103.79 | $232.70K | 114,670 |
| Andrew C. Sagliocca Vice Chairman, President & CEO, Director | Jan 5, 2026 | Tax withholding | −3,522 | $103.79 | $365.55K | 290,650 |
| Andrew C. Sagliocca Vice Chairman, President & CEO, Director | Jan 5, 2026 | Option exercise | +29,250 | $12.50 | $365.63K | 294,172 |
| Eric S. Bader EVP and COO | Jan 5, 2026 | Tax withholding | −1,701 | $103.79 | $176.55K | 135,624 |
| Eric S. Bader EVP and COO | Jan 5, 2026 | Option exercise | +14,125 | $12.50 | $176.56K | 137,325 |
| Richard T. Powers Director | Jan 5, 2026 | Option exercise | +1,500 | $24.90 | $37.35K | 60,900 |
| Richard T. Powers Director | Jan 5, 2026 | Tax withholding | −359 | $103.79 | $37.26K | 60,541 |
| Andrew C. Sagliocca Vice Chairman, President & CEO, Director | Dec 19, 2025 | Tax withholding | −5,530 | $107.00 | $591.71K | 264,922 |
| Ari P. Kornhaber EVP and Head of Corp Dev | Dec 19, 2025 | Tax withholding | −2,131 | $107.00 | $228.02K | 98,287 |
| Eric S. Bader EVP and COO | Dec 19, 2025 | Tax withholding | −3,165 | $107.00 | $338.66K | 123,200 |
| Michael Lacapria SVP & Chief Financial Officer | Dec 19, 2025 | Tax withholding | −180 | $107.00 | $19.26K | 16,442 |
| Ari P. Kornhaber EVP and Head of Corp Dev | Dec 16, 2025 | Tax withholding | −2,229 | $106.82 | $238.10K | 100,418 |
| Andrew C. Sagliocca Vice Chairman, President & CEO, Director | Dec 16, 2025 | Tax withholding | −5,785 | $106.82 | $617.95K | 270,452 |
| Eric S. Bader EVP and COO | Dec 16, 2025 | Tax withholding | −3,293 | $106.82 | $351.76K | 126,365 |
| Michael Lacapria SVP & Chief Financial Officer | Dec 16, 2025 | Tax withholding | −240 | $106.82 | $25.64K | 16,622 |
| Raymond Francis Kelly Director | Dec 10, 2025 | Award | +753 | – | – | 753 |
| Robert Mitzman Director | Dec 10, 2025 | Award | +753 | – | – | 142,679 |
| Selig Zises Director | Dec 10, 2025 | Award | +753 | – | – | 15,716 |
| Rena Nigam Director | Dec 10, 2025 | Award | +753 | – | – | 2,620 |
| Todd Deutsch Director | Dec 10, 2025 | Award | +753 | – | – | 72,401 |
| Kevin C. Waterhouse Director | Dec 10, 2025 | Award | +753 | – | – | 87,352 |
| Joseph Melohn Director | Dec 10, 2025 | Award | +753 | – | – | 4,436 |
| Richard T. Powers Director | Dec 10, 2025 | Award | +753 | – | – | 59,400 |
| Anthony Coelho Director | Dec 10, 2025 | Award | +1,836 | – | – | 49,267 |
| Ari P. Kornhaber EVP and Head of Corp Dev | Dec 9, 2025 | Tax withholding | −1,997 | $104.04 | $207.77K | 102,647 |
| Eric S. Bader EVP and COO | Dec 9, 2025 | Tax withholding | −2,990 | $104.04 | $311.08K | 129,658 |
| Andrew C. Sagliocca Vice Chairman, President & CEO, Director | Dec 9, 2025 | Tax withholding | −5,181 | $104.04 | $539.03K | 276,237 |
| Michael Lacapria SVP & Chief Financial Officer | Dec 9, 2025 | Tax withholding | −300 | $104.04 | $31.21K | 18,612 |
| Joseph Melohn Director | Aug 26, 2025 | Sale | −500 | $99.90 | $49.95K | 135,031 |
| Joseph Melohn Director | Aug 26, 2025 | Sale | −5,000 | $100.00 | $500.00K | 130,031 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Andrew C. Sagliocca Officer, Director | Sep 18, 2026 | 10,000 | $127.30K | Sep 18, 2026 | RSA Stock Grant |
| Richard T. Powers Director | Mar 19, 2026 | 2,308 | $242.08K | Mar 19, 2026 | Stock Award |
| Kevin C. Waterhouse Director | May 19, 2025 | 3,000 | $251.60K | Apr 29, 2025 | Stock Option Exercise |
| Kornhaber Ari Officer | Apr 28, 2025 | 20,000 | $1.67M | Apr 28, 2025 | Exercise of options under a registered plan |
| Richard T. Powers Director | Feb 6, 2025 | 1,427 | $123.15K | Feb 6, 2025 | Stock Award |
| Sagliocca Execest Of Claire Sagliocca Andrew Officer | Nov 29, 2024 | 12,000 | $924.53K | Nov 29, 2024 | Distribution from a Trust or an Estate |