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Harbor Capital Advisors’s Expensify EXFY Stock Holding History

Harbor Capital 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
Q1 		– Sell
-9,902
Closed -$24.5K – 779
2023
Q4 		$24.5K Sell
9,902
-425
-4% -$1.1K ﹤0.01% 437
2023
Q3 		$33.6K Buy
10,327
+1,268
+14% +$6.85K 0.01% 440
2023
Q2 		$72.3K Buy
+9,059
New +$66.5K 0.01% 461

Other funds holding EXFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Citadel Advisors
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Harbor Capital Advisors's EXFY Position: Q1 2024 in Review

Harbor Capital Advisors sold out of Expensify (EXFY) in Q1 2024, closing a stake of 9,902 shares — an estimated $24.5K sold.

Harbor Capital Advisors first reported a position in EXFY in Q2 2023 and held it in 3 quarters. The position peaked at $72.3K in Q2 2023. 88 funds tracked by Wall St. Rank hold EXFY as of Q1 2024.

  • Harbor Capital Advisors reported no remaining Expensify position as of Q1 2024 after selling out during the quarter.
  • Harbor Capital Advisors sold 9,902 Expensify shares in Q1 2024, an estimated $24.5K.
  • Harbor Capital Advisors first reported a position in Expensify in Q2 2023 and held it in 3 quarters.
  • Harbor Capital Advisors's Expensify position peaked at $72.3K in Q2 2023.
  • 88 funds tracked by Wall St. Rank held Expensify as of Q1 2024.

Based on Harbor Capital Advisors's 13F filing for Q1 2024, filed 13 May 2024.