Henry Ellenbogen’s Expensify EXFY Stock Holding History

Henry Ellenbogen’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
2023 Q2	–	Sell	-547,526	Closed	-$4.46M	–	54
2023 Q1	$4.46M	Sell	547,526 -1,052,379	-66%	-$9.36M	0.04%	48
2022 Q4	$14.1M	Sell	1,599,905 -949,926	-37%	-$10.6M	0.15%	50
2022 Q3	$37.9M	Sell	2,549,831 -102,435	-4%	-$1.91M	0.42%	41
2022 Q2	$47.2M	Buy	2,652,266 +582,637	+28%	+$10.3M	0.54%	40
2022 Q1	$36.3M	Buy	2,069,629 +445,937	+27%	+$10.9M	0.32%	51
2021 Q4	$71.4M	Buy	+1,623,692	New	+$66.1M	0.56%	45

Other funds holding EXFY

OpenView Management Boston, Massachusetts $5.81K AUM 5.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

KAH

Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Henry Ellenbogen's EXFY Position: Q2 2023 in Review

Henry Ellenbogen sold out of Expensify (EXFY) in Q2 2023, closing a stake of 547,526 shares — an estimated $4.46M sold.

Henry Ellenbogen first reported a position in EXFY in Q4 2021 and held it in 6 quarters. The position peaked at $71.4M in Q4 2021. 97 funds tracked by Wall St. Rank hold EXFY as of Q2 2023.

Henry Ellenbogen reported no remaining Expensify position as of Q2 2023 after selling out during the quarter.
Henry Ellenbogen sold 547,526 Expensify shares in Q2 2023, an estimated $4.46M.
Henry Ellenbogen first reported a position in Expensify in Q4 2021 and held it in 6 quarters.
Henry Ellenbogen's Expensify position peaked at $71.4M in Q4 2021.
97 funds tracked by Wall St. Rank held Expensify as of Q2 2023.

Based on Durable Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.