JF
EXFY icon

Jump Financial’s Expensify EXFY Stock Holding History

Jump Financial’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
-54,700
Closed -$178K – 1915
2023
Q3 		$178K Buy
+54,700
New +$295K 0.01% 1565
2023
Q2 		– Sell
-32,200
Closed -$262K – 1902
2023
Q1 		$262K Sell
32,200
-1,900
-6% -$16.9K 0.01% 1180
2022
Q4 		$301K Sell
34,100
-15,500
-31% -$174K 0.02% 1043
2022
Q3 		$738K Buy
+49,600
New +$926K 0.03% 739

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

Jump Financial's EXFY Position: Q4 2023 in Review

Jump Financial sold out of Expensify (EXFY) in Q4 2023, closing a stake of 54,700 shares — an estimated $178K sold.

Jump Financial first reported a position in EXFY in Q3 2022 and held it in 4 quarters. The position peaked at $738K in Q3 2022. 100 funds tracked by Wall St. Rank hold EXFY as of Q4 2023.

  • Jump Financial reported no remaining Expensify position as of Q4 2023 after selling out during the quarter.
  • Jump Financial sold 54,700 Expensify shares in Q4 2023, an estimated $178K.
  • Jump Financial first reported a position in Expensify in Q3 2022 and held it in 4 quarters.
  • Jump Financial's Expensify position peaked at $738K in Q3 2022.
  • 100 funds tracked by Wall St. Rank held Expensify as of Q4 2023.

Based on Jump Financial's 13F filing for Q4 2023, filed 7 Feb 2024.