Atom Investors’s Expensify EXFY Stock Holding History

Atom Investors’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 Q2	–	Sell	-10,841	Closed	-$88.4K	–	324
2023 Q1	$88.4K	Buy	+10,841	New	+$96.5K	0.05%	227
2022 Q1	–	Sell	-8,602	Closed	-$378K	–	244
2021 Q4	$378K	Buy	+8,602	New	+$350K	0.06%	185

Other funds holding EXFY

OpenView Management Boston, Massachusetts $5.81K AUM 5.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atom Investors's EXFY Position: Q2 2023 in Review

Atom Investors sold out of Expensify (EXFY) in Q2 2023, closing a stake of 10,841 shares — an estimated $88.4K sold.

Atom Investors first reported a position in EXFY in Q4 2021 and held it in 2 quarters. The position peaked at $378K in Q4 2021. 97 funds tracked by Wall St. Rank hold EXFY as of Q2 2023.

Atom Investors reported no remaining Expensify position as of Q2 2023 after selling out during the quarter.
Atom Investors sold 10,841 Expensify shares in Q2 2023, an estimated $88.4K.
Atom Investors first reported a position in Expensify in Q4 2021 and held it in 2 quarters.
Atom Investors's Expensify position peaked at $378K in Q4 2021.
97 funds tracked by Wall St. Rank held Expensify as of Q2 2023.

Based on Atom Investors's 13F filing for Q2 2023, filed 14 Aug 2023.