Paloma Partners’s Expensify EXFY Stock Holding History

Paloma Partners’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
2024 Q3	–	Sell	-40,300	Closed	-$60K	–	1334
2024 Q2	$60K	Buy	+40,300	New	+$63.5K	﹤0.01%	1132

Other funds holding EXFY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

Paloma Partners's EXFY Position: Q3 2024 in Review

Paloma Partners sold out of Expensify (EXFY) in Q3 2024, closing a stake of 40,300 shares — an estimated $60K sold.

Paloma Partners first reported a position in EXFY in Q2 2024 and held it in 1 quarter. The position peaked at $60K in Q2 2024. 77 funds tracked by Wall St. Rank hold EXFY as of Q3 2024.

Paloma Partners reported no remaining Expensify position as of Q3 2024 after selling out during the quarter.
Paloma Partners sold 40,300 Expensify shares in Q3 2024, an estimated $60K.
Paloma Partners first reported a position in Expensify in Q2 2024 and held it in 1 quarter.
Paloma Partners's Expensify position peaked at $60K in Q2 2024.
77 funds tracked by Wall St. Rank held Expensify as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.