Credit Suisse’s Expensify EXFY Stock Holding History

Credit Suisse’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 Q4	–	Sell	-24,112	Closed	-$78.4K	–	3086
2023 Q3	$78.4K	Buy	24,112 +1,075	+5%	+$5.81K	﹤0.01%	3104
2023 Q2	$184K	Buy	+23,037	New	+$169K	﹤0.01%	3104
2023 Q1	–	Sell	-9,097	Closed	-$80.3K	–	3421
2022 Q4	$80.3K	Buy	9,097 +126	+1%	+$1.41K	﹤0.01%	3361
2022 Q3	$132K	Buy	8,971 +4	+0%	+$75	﹤0.01%	3375
2022 Q2	$160K	Buy	+8,967	New	+$159K	﹤0.01%	3409

Other funds holding EXFY

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Credit Suisse's EXFY Position: Q4 2023 in Review

Credit Suisse sold out of Expensify (EXFY) in Q4 2023, closing a stake of 24,112 shares — an estimated $78.4K sold.

Credit Suisse first reported a position in EXFY in Q2 2022 and held it in 5 quarters. The position peaked at $184K in Q2 2023. 100 funds tracked by Wall St. Rank hold EXFY as of Q4 2023.

Credit Suisse reported no remaining Expensify position as of Q4 2023 after selling out during the quarter.
Credit Suisse sold 24,112 Expensify shares in Q4 2023, an estimated $78.4K.
Credit Suisse first reported a position in Expensify in Q2 2022 and held it in 5 quarters.
Credit Suisse's Expensify position peaked at $184K in Q2 2023.
100 funds tracked by Wall St. Rank held Expensify as of Q4 2023.

Based on Credit Suisse's 13F filing for Q4 2023, filed 8 Feb 2024.