Capital Performance Advisors’s Expensify EXFY Stock Holding History

Capital Performance Advisors’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 Q4	–	Sell	-25	Closed	-$49	–	992
2024 Q3	$49	Buy	+25	New	+$52	﹤0.01%	2794

Other funds holding EXFY

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital Performance Advisors's EXFY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Expensify (EXFY) in Q4 2024, closing a stake of 25 shares — an estimated $49 sold.

Capital Performance Advisors first reported a position in EXFY in Q3 2024 and held it in 1 quarter. The position peaked at $49 in Q3 2024. 90 funds tracked by Wall St. Rank hold EXFY as of Q4 2024.

Capital Performance Advisors reported no remaining Expensify position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 25 Expensify shares in Q4 2024, an estimated $49.
Capital Performance Advisors first reported a position in Expensify in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Expensify position peaked at $49 in Q3 2024.
90 funds tracked by Wall St. Rank held Expensify as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.