Janus Henderson Group
EXFY icon

Janus Henderson Group’s Expensify EXFY Stock Holding History

Janus Henderson Group’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
Q4 		– Sell
-21,545
Closed -$69.9K – 2571
2023
Q3 		$69.9K Buy
21,545
+1
+0% +$5 ﹤0.01% 2541
2023
Q2 		$172K Sell
21,544
-1,172,463
-98% -$8.6M ﹤0.01% 2492
2023
Q1 		$9.73M Buy
1,194,007
+489,895
+70% +$4.36M 0.01% 710
2022
Q4 		$6.22M Sell
704,112
-703,692
-50% -$7.88M ﹤0.01% 817
2022
Q3 		$20.9M Buy
1,407,804
+703,902
+100% +$13.1M 0.01% 665
2022
Q2 		$12.5M Sell
703,902
-1,872
-0.3% -$33.1K 0.01% 645
2022
Q1 		$12.4M Sell
705,774
-4,088
-0.6% -$99.7K 0.01% 850
2021
Q4 		$31.2M Buy
+709,862
New +$28.9M 0.01% 680

Other funds holding EXFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Janus Henderson Group's EXFY Position: Q4 2023 in Review

Janus Henderson Group sold out of Expensify (EXFY) in Q4 2023, closing a stake of 21,545 shares — an estimated $69.9K sold.

Janus Henderson Group first reported a position in EXFY in Q4 2021 and held it in 8 quarters. The position peaked at $31.2M in Q4 2021. 100 funds tracked by Wall St. Rank hold EXFY as of Q4 2023.

  • Janus Henderson Group reported no remaining Expensify position as of Q4 2023 after selling out during the quarter.
  • Janus Henderson Group sold 21,545 Expensify shares in Q4 2023, an estimated $69.9K.
  • Janus Henderson Group first reported a position in Expensify in Q4 2021 and held it in 8 quarters.
  • Janus Henderson Group's Expensify position peaked at $31.2M in Q4 2021.
  • 100 funds tracked by Wall St. Rank held Expensify as of Q4 2023.

Based on Janus Henderson Group's 13F filing for Q4 2023, filed 14 Feb 2024.