KAH
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Kathryn A. Hall’s Expensify EXFY Stock Holding History

Kathryn A. Hall’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
-1,677,136
Closed -$5.45M – 51
2023
Q3 		$5.45M Sell
1,677,136
-300,000
-15% -$1.62M 1.85% 15
2023
Q2 		$15.8M Hold
1,977,136
– – 5.14% 5
2023
Q1 		$16.1M Sell
1,977,136
-364,454
-16% -$3.24M 4.72% 6
2022
Q4 		$20.7M Hold
2,341,590
– – 8.49% 4
2022
Q3 		$34.8M Hold
2,341,590
– – 14.44% 1
2022
Q2 		$41.7M Hold
2,341,590
– – 15.2% 1
2022
Q1 		$41.1M Hold
2,341,590
– – 12.4% 2
2021
Q4 		$103M Buy
+2,341,590
New +$95.3M 23.77% 1

Other funds holding EXFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $875B AUM 40.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kathryn A. Hall's EXFY Position: Q4 2023 in Review

Kathryn A. Hall sold out of Expensify (EXFY) in Q4 2023, closing a stake of 1,677,136 shares — an estimated $5.45M sold.

Kathryn A. Hall first reported a position in EXFY in Q4 2021 and held it in 8 quarters. The position peaked at $103M in Q4 2021. 100 funds tracked by Wall St. Rank hold EXFY as of Q4 2023.

  • Kathryn A. Hall reported no remaining Expensify position as of Q4 2023 after selling out during the quarter.
  • Kathryn A. Hall sold 1,677,136 Expensify shares in Q4 2023, an estimated $5.45M.
  • Kathryn A. Hall first reported a position in Expensify in Q4 2021 and held it in 8 quarters.
  • Kathryn A. Hall's Expensify position peaked at $103M in Q4 2021.
  • 100 funds tracked by Wall St. Rank held Expensify as of Q4 2023.

Based on Kathryn A. Hall's 13F filing for Q4 2023, filed 13 Feb 2024.