Alyeska Investment Group
EXFY icon

Alyeska Investment Group’s Expensify EXFY Stock Holding History

Alyeska Investment Group’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-121,379
Closed -$969K – 534
2023
Q2 		$969K Hold
121,379
– – 0.01% 457
2023
Q1 		$989K Buy
+121,379
New +$1.08M 0.01% 392
2022
Q2 		– Sell
-13,994
Closed -$246K – 602
2022
Q1 		$246K Buy
+13,994
New +$341K ﹤0.01% 564

Other funds holding EXFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alyeska Investment Group's EXFY Position: Q3 2023 in Review

Alyeska Investment Group sold out of Expensify (EXFY) in Q3 2023, closing a stake of 121,379 shares — an estimated $969K sold.

Alyeska Investment Group first reported a position in EXFY in Q1 2022 and held it in 3 quarters. The position peaked at $989K in Q1 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q3 2023.

  • Alyeska Investment Group reported no remaining Expensify position as of Q3 2023 after selling out during the quarter.
  • Alyeska Investment Group sold 121,379 Expensify shares in Q3 2023, an estimated $969K.
  • Alyeska Investment Group first reported a position in Expensify in Q1 2022 and held it in 3 quarters.
  • Alyeska Investment Group's Expensify position peaked at $989K in Q1 2023.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q3 2023.

Based on Alyeska Investment Group's 13F filing for Q3 2023, filed 14 Nov 2023.