Security Benefit Life Insurance Company’s Expensify EXFY Stock Holding History

Security Benefit Life Insurance Company’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 Q4	–	Sell	-355,853	Closed	-$697K	–	22
2024 Q3	$697K	Hold	355,853	–	–	0.35%	10
2024 Q2	$530K	Hold	355,853	–	–	0.17%	11
2024 Q1	$655K	Hold	355,853	–	–	0.2%	10
2023 Q4	$879K	Hold	355,853	–	–	0.18%	11
2023 Q3	$1.16M	Hold	355,853	–	–	0.19%	13
2023 Q2	$2.84M	Hold	355,853	–	–	0.32%	17
2023 Q1	$2.9M	Hold	355,853	–	–	0.33%	20
2022 Q4	$3.14M	Hold	355,853	–	–	0.4%	18
2022 Q3	$5.29M	Hold	355,853	–	–	0.5%	16
2022 Q2	$6.33M	Buy	+355,853	New	+$6.3M	0.38%	15

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Security Benefit Life Insurance Company's EXFY Position: Q4 2024 in Review

Security Benefit Life Insurance Company sold out of Expensify (EXFY) in Q4 2024, closing a stake of 355,853 shares — an estimated $697K sold.

Security Benefit Life Insurance Company first reported a position in EXFY in Q2 2022 and held it in 10 quarters. The position peaked at $6.33M in Q2 2022. 90 funds tracked by Wall St. Rank hold EXFY as of Q4 2024.

Security Benefit Life Insurance Company reported no remaining Expensify position as of Q4 2024 after selling out during the quarter.
Security Benefit Life Insurance Company sold 355,853 Expensify shares in Q4 2024, an estimated $697K.
Security Benefit Life Insurance Company first reported a position in Expensify in Q2 2022 and held it in 10 quarters.
Security Benefit Life Insurance Company's Expensify position peaked at $6.33M in Q2 2022.
90 funds tracked by Wall St. Rank held Expensify as of Q4 2024.

Based on Security Benefit Life Insurance Company's 13F filing for Q4 2024, filed 4 Feb 2025.