Ground Swell Capital’s Expensify EXFY Stock Holding History

Ground Swell Capital’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 Q1	–	Sell	-10,618	Closed	-$26.2K	–	84
2023 Q4	$26.2K	Buy	+10,618	New	+$27.5K	0.1%	45

Other funds holding EXFY

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

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

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

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ground Swell Capital's EXFY Position: Q1 2024 in Review

Ground Swell Capital sold out of Expensify (EXFY) in Q1 2024, closing a stake of 10,618 shares — an estimated $26.2K sold.

Ground Swell Capital first reported a position in EXFY in Q4 2023 and held it in 1 quarter. The position peaked at $26.2K in Q4 2023. 88 funds tracked by Wall St. Rank hold EXFY as of Q1 2024.

Ground Swell Capital reported no remaining Expensify position as of Q1 2024 after selling out during the quarter.
Ground Swell Capital sold 10,618 Expensify shares in Q1 2024, an estimated $26.2K.
Ground Swell Capital first reported a position in Expensify in Q4 2023 and held it in 1 quarter.
Ground Swell Capital's Expensify position peaked at $26.2K in Q4 2023.
88 funds tracked by Wall St. Rank held Expensify as of Q1 2024.

Based on Ground Swell Capital's 13F filing for Q1 2024, filed 14 May 2024.