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Engineers Gate Manager’s Expensify EXFY Stock Holding History

Engineers Gate Manager’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
-20,433
Closed -$40K – 2328
2024
Q3 		$40K Buy
20,433
+2,514
+14% +$5.22K ﹤0.01% 1991
2024
Q2 		$26.7K Buy
+17,919
New +$28.2K ﹤0.01% 1843
2024
Q1 		– Sell
-31,133
Closed -$76.9K – 2023
2023
Q4 		$76.9K Buy
31,133
+10,349
+50% +$26.8K ﹤0.01% 1804
2023
Q3 		$67.5K Buy
+20,784
New +$112K ﹤0.01% 1630
2023
Q2 		– Sell
-10,115
Closed -$82.4K – 1817
2023
Q1 		$82.4K Sell
10,115
-216
-2% -$1.92K ﹤0.01% 1528
2022
Q4 		$91.2K Buy
+10,331
New +$116K 0.01% 1503

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 $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FG
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Engineers Gate Manager's EXFY Position: Q4 2024 in Review

Engineers Gate Manager sold out of Expensify (EXFY) in Q4 2024, closing a stake of 20,433 shares — an estimated $40K sold.

Engineers Gate Manager first reported a position in EXFY in Q4 2022 and held it in 6 quarters. The position peaked at $91.2K in Q4 2022. 90 funds tracked by Wall St. Rank hold EXFY as of Q4 2024.

  • Engineers Gate Manager reported no remaining Expensify position as of Q4 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 20,433 Expensify shares in Q4 2024, an estimated $40K.
  • Engineers Gate Manager first reported a position in Expensify in Q4 2022 and held it in 6 quarters.
  • Engineers Gate Manager's Expensify position peaked at $91.2K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held Expensify as of Q4 2024.

Based on Engineers Gate Manager's 13F filing for Q4 2024, filed 14 Feb 2025.