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FNY Investment Advisers’s Expensify EXFY Stock Holding History

FNY Investment Advisers’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
-7,000
Closed -$13K – 735
2024
Q3 		$13K Sell
7,000
-5,500
-44% -$11.4K 0.01% 470
2024
Q2 		$18K Hold
12,500
– – 0.01% 307
2024
Q1 		$23 Hold
12,500
– – 0.01% 348
2023
Q4 		$30K Buy
12,500
+8,500
+213% +$22K 0.03% 235
2023
Q3 		$13K Buy
+4,000
New +$21.6K 0.01% 350

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

FNY Investment Advisers's EXFY Position: Q4 2024 in Review

FNY Investment Advisers sold out of Expensify (EXFY) in Q4 2024, closing a stake of 7,000 shares — an estimated $13K sold.

FNY Investment Advisers first reported a position in EXFY in Q3 2023 and held it in 5 quarters. The position peaked at $30K in Q4 2023. 90 funds tracked by Wall St. Rank hold EXFY as of Q4 2024.

  • FNY Investment Advisers reported no remaining Expensify position as of Q4 2024 after selling out during the quarter.
  • FNY Investment Advisers sold 7,000 Expensify shares in Q4 2024, an estimated $13K.
  • FNY Investment Advisers first reported a position in Expensify in Q3 2023 and held it in 5 quarters.
  • FNY Investment Advisers's Expensify position peaked at $30K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Expensify as of Q4 2024.

Based on FNY Investment Advisers's 13F filing for Q4 2024, filed 13 Jan 2025.