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Azora Capital LP’s Expensify EXFY Stock Holding History

Azora Capital LP’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
2024
Q3 		– Sell
-24,583
Closed -$36.6K – 56
2024
Q2 		$36.6K Hold
24,583
– – ﹤0.01% 54
2024
Q1 		$45.2K Hold
24,583
– – ﹤0.01% 54
2023
Q4 		$60.7K Buy
+24,583
New +$63.6K 0.01% 45
2023
Q2 		– Sell
-19,356
Closed -$158K – 36
2023
Q1 		$158K Buy
+19,356
New +$172K 0.02% 36

Other funds holding EXFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

Azora Capital LP's EXFY Position: Q3 2024 in Review

Azora Capital LP sold out of Expensify (EXFY) in Q3 2024, closing a stake of 24,583 shares — an estimated $36.6K sold.

Azora Capital LP first reported a position in EXFY in Q1 2023 and held it in 4 quarters. The position peaked at $158K in Q1 2023. 77 funds tracked by Wall St. Rank hold EXFY as of Q3 2024.

  • Azora Capital LP reported no remaining Expensify position as of Q3 2024 after selling out during the quarter.
  • Azora Capital LP sold 24,583 Expensify shares in Q3 2024, an estimated $36.6K.
  • Azora Capital LP first reported a position in Expensify in Q1 2023 and held it in 4 quarters.
  • Azora Capital LP's Expensify position peaked at $158K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held Expensify as of Q3 2024.

Based on Azora Capital LP's 13F filing for Q3 2024, filed 14 Nov 2024.