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Lombard Odier Asset Management (USA)’s Expensify EXFY Stock Holding History

Lombard Odier Asset Management (USA)’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
Q3 		– Sell
-28,388
Closed -$227K – 375
2023
Q2 		$227K Buy
+28,388
New +$208K ﹤0.01% 311

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SW
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 $2.18B AUM 0.03% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s EXFY Position: Q3 2023 in Review

Lombard Odier Asset Management (USA) sold out of Expensify (EXFY) in Q3 2023, closing a stake of 28,388 shares — an estimated $227K sold.

Lombard Odier Asset Management (USA) first reported a position in EXFY in Q2 2023 and held it in 1 quarter. The position peaked at $227K in Q2 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q3 2023.

  • Lombard Odier Asset Management (USA) reported no remaining Expensify position as of Q3 2023 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 28,388 Expensify shares in Q3 2023, an estimated $227K.
  • Lombard Odier Asset Management (USA) first reported a position in Expensify in Q2 2023 and held it in 1 quarter.
  • Lombard Odier Asset Management (USA)'s Expensify position peaked at $227K in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q3 2023.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q3 2023, filed 14 Nov 2023.