Hamilton Lane Advisors’s Expensify EXFY Stock Holding History

Hamilton Lane Advisors’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 Q3	–	Sell	-273,959	Closed	-$408K	–	20
2024 Q2	$408K	Hold	273,959	–	–	0.33%	17
2024 Q1	$504K	Hold	273,959	–	–	0.34%	15
2023 Q4	$677K	Hold	273,959	–	–	0.28%	20
2023 Q3	$890K	Hold	273,959	–	–	0.5%	24
2023 Q2	$2.19M	Hold	273,959	–	–	0.96%	23
2023 Q1	$2.23M	Hold	273,959	–	–	0.75%	20
2022 Q4	$2.42M	Hold	273,959	–	–	0.87%	20
2022 Q3	$4.08M	Buy	+273,959	New	+$5.11M	1.49%	11

Other funds holding EXFY

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

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

PVM

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

Hamilton Lane Advisors's EXFY Position: Q3 2024 in Review

Hamilton Lane Advisors sold out of Expensify (EXFY) in Q3 2024, closing a stake of 273,959 shares — an estimated $408K sold.

Hamilton Lane Advisors first reported a position in EXFY in Q3 2022 and held it in 8 quarters. The position peaked at $4.08M in Q3 2022. 77 funds tracked by Wall St. Rank hold EXFY as of Q3 2024.

Hamilton Lane Advisors reported no remaining Expensify position as of Q3 2024 after selling out during the quarter.
Hamilton Lane Advisors sold 273,959 Expensify shares in Q3 2024, an estimated $408K.
Hamilton Lane Advisors first reported a position in Expensify in Q3 2022 and held it in 8 quarters.
Hamilton Lane Advisors's Expensify position peaked at $4.08M in Q3 2022.
77 funds tracked by Wall St. Rank held Expensify as of Q3 2024.

Based on Hamilton Lane Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.