Millennium Management
EXFY icon

Millennium Management’s Expensify EXFY Stock Holding History

Millennium Management’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
2025
Q2 		– Sell
-1,406,476
Closed -$4.28M – 5992
2025
Q1 		$4.28M Buy
1,406,476
+714,244
+103% +$2.48M ﹤0.01% 3018
2024
Q4 		$2.32M Sell
692,232
-752,625
-52% -$2.02M ﹤0.01% 3509
2024
Q3 		$2.83M Buy
1,444,857
+292,160
+25% +$607K ﹤0.01% 3369
2024
Q2 		$1.72M Sell
1,152,697
-23,955
-2% -$37.8K ﹤0.01% 3662
2024
Q1 		$2.17M Sell
1,176,652
-370,870
-24% -$704K ﹤0.01% 3667
2023
Q4 		$3.82M Buy
1,547,522
+319,870
+26% +$828K ﹤0.01% 3021
2023
Q3 		$3.99M Buy
1,227,652
+824,772
+205% +$4.45M ﹤0.01% 2914
2023
Q2 		$3.21M Sell
402,880
-543,899
-57% -$3.99M ﹤0.01% 3074
2023
Q1 		$7.72M Buy
946,779
+244,272
+35% +$2.17M ﹤0.01% 2210
2022
Q4 		$6.2M Buy
702,507
+263,482
+60% +$2.95M ﹤0.01% 2625
2022
Q3 		$6.53M Buy
+439,025
New +$8.2M ﹤0.01% 2639
2022
Q1 		– Sell
-18,539
Closed -$816K – 7062
2021
Q4 		$816K Buy
+18,539
New +$755K ﹤0.01% 4603

Other funds holding EXFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Millennium Management's EXFY Position: Q2 2025 in Review

Millennium Management sold out of Expensify (EXFY) in Q2 2025, closing a stake of 1,406,476 shares — an estimated $4.28M sold.

Millennium Management first reported a position in EXFY in Q4 2021 and held it in 12 quarters. The position peaked at $7.72M in Q1 2023. 97 funds tracked by Wall St. Rank hold EXFY as of Q2 2025.

  • Millennium Management reported no remaining Expensify position as of Q2 2025 after selling out during the quarter.
  • Millennium Management sold 1,406,476 Expensify shares in Q2 2025, an estimated $4.28M.
  • Millennium Management first reported a position in Expensify in Q4 2021 and held it in 12 quarters.
  • Millennium Management's Expensify position peaked at $7.72M in Q1 2023.
  • 97 funds tracked by Wall St. Rank held Expensify as of Q2 2025.

Based on Millennium Management's 13F filing for Q2 2025, filed 14 Aug 2025.