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Sensible Financial Planning & Management’s Expensify EXFY Stock Holding History

Sensible Financial Planning & 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
2022
Q4 		– Sell
-13,698
Closed -$204K – 37
2022
Q3 		$204K Buy
+13,698
New +$256K 0.05% 43

Other funds holding EXFY

OM
OpenView Management Boston, Massachusetts $5.81K AUM 5.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sensible Financial Planning & Management's EXFY Position: Q4 2022 in Review

Sensible Financial Planning & Management sold out of Expensify (EXFY) in Q4 2022, closing a stake of 13,698 shares — an estimated $204K sold.

Sensible Financial Planning & Management first reported a position in EXFY in Q3 2022 and held it in 1 quarter. The position peaked at $204K in Q3 2022. 75 funds tracked by Wall St. Rank hold EXFY as of Q4 2022.

  • Sensible Financial Planning & Management reported no remaining Expensify position as of Q4 2022 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 13,698 Expensify shares in Q4 2022, an estimated $204K.
  • Sensible Financial Planning & Management first reported a position in Expensify in Q3 2022 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Expensify position peaked at $204K in Q3 2022.
  • 75 funds tracked by Wall St. Rank held Expensify as of Q4 2022.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2022, filed 2 Feb 2023.