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Quantbot Technologies’s Expensify EXFY Stock Holding History

Quantbot Technologies’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
Q1 		– Sell
-20,300
Closed -$68K – 1602
2024
Q4 		$68K Buy
+20,300
New +$54.6K ﹤0.01% 1278
2024
Q2 		– Sell
-10,896
Closed -$20K – 1589
2024
Q1 		$20K Sell
10,896
-25,606
-70% -$48.6K ﹤0.01% 1412
2023
Q4 		$90.2K Sell
36,502
-10,894
-23% -$28.2K 0.01% 1204
2023
Q3 		$154K Buy
47,396
+22,897
+93% +$124K 0.01% 990
2023
Q2 		$196K Buy
24,499
+10,350
+73% +$75.9K 0.01% 978
2023
Q1 		$115K Buy
14,149
+13,670
+2,854% +$122K 0.01% 1050
2022
Q4 		$4.23K Sell
479
-3,671
-88% -$41.1K ﹤0.01% 1564
2022
Q3 		$61K Buy
4,150
+2,403
+138% +$44.9K ﹤0.01% 1208
2022
Q2 		$31K Sell
1,747
-3,203
-65% -$56.7K ﹤0.01% 1387
2022
Q1 		$86K Buy
+4,950
New +$121K 0.01% 1080

Other funds holding EXFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Quantbot Technologies's EXFY Position: Q1 2025 in Review

Quantbot Technologies sold out of Expensify (EXFY) in Q1 2025, closing a stake of 20,300 shares — an estimated $68K sold.

Quantbot Technologies first reported a position in EXFY in Q1 2022 and held it in 10 quarters. The position peaked at $196K in Q2 2023. 98 funds tracked by Wall St. Rank hold EXFY as of Q1 2025.

  • Quantbot Technologies reported no remaining Expensify position as of Q1 2025 after selling out during the quarter.
  • Quantbot Technologies sold 20,300 Expensify shares in Q1 2025, an estimated $68K.
  • Quantbot Technologies first reported a position in Expensify in Q1 2022 and held it in 10 quarters.
  • Quantbot Technologies's Expensify position peaked at $196K in Q2 2023.
  • 98 funds tracked by Wall St. Rank held Expensify as of Q1 2025.

Based on Quantbot Technologies's 13F filing for Q1 2025, filed 13 May 2025.