Cutler Group’s Expensify EXFY Stock Holding History

Cutler 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
2022 Q4	–	Sell	-33	Closed	–	–	4621
2022 Q3	$0	Hold	33	–	–	﹤0.01%	5073
2022 Q2	$0	Sell	33 -130	-80%	-$2.3K	﹤0.01%	5161
2022 Q1	$2K	Buy	+163	New	+$3.97K	﹤0.01%	4658

Other funds holding EXFY

OpenView Management Boston, Massachusetts $5.81K AUM 5.89% 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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

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

LSCM

Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cutler Group's EXFY Position: Q4 2022 in Review

Cutler Group sold out of Expensify (EXFY) in Q4 2022, closing a stake of 33 shares.

Cutler Group first reported a position in EXFY in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 75 funds tracked by Wall St. Rank hold EXFY as of Q4 2022.

Cutler Group reported no remaining Expensify position as of Q4 2022 after selling out during the quarter.
Cutler Group sold 33 Expensify shares in Q4 2022.
Cutler Group first reported a position in Expensify in Q1 2022 and held it in 3 quarters.
Cutler Group's Expensify position peaked at $2K in Q1 2022.
75 funds tracked by Wall St. Rank held Expensify as of Q4 2022.

Based on Cutler Group's 13F filing for Q4 2022, filed 7 Feb 2023.