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Stanley-Laman Group’s Expensify EXFY Stock Holding History

Stanley-Laman Group’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
2023
Q4 		– Sell
-71,252
Closed -$232K – 247
2023
Q3 		$232K Sell
71,252
-537
-0.7% -$2.9K 0.04% 213
2023
Q2 		$573K Sell
71,789
-3,903
-5% -$28.6K 0.09% 167
2023
Q1 		$617K Sell
75,692
-25,443
-25% -$226K 0.11% 167
2022
Q4 		$893K Sell
101,135
-15,868
-14% -$178K 0.17% 149
2022
Q3 		$1.74M Buy
+117,003
New +$2.18M 0.33% 118

Other funds holding EXFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Stanley-Laman Group's EXFY Position: Q4 2023 in Review

Stanley-Laman Group sold out of Expensify (EXFY) in Q4 2023, closing a stake of 71,252 shares — an estimated $232K sold.

Stanley-Laman Group first reported a position in EXFY in Q3 2022 and held it in 5 quarters. The position peaked at $1.74M in Q3 2022. 100 funds tracked by Wall St. Rank hold EXFY as of Q4 2023.

  • Stanley-Laman Group reported no remaining Expensify position as of Q4 2023 after selling out during the quarter.
  • Stanley-Laman Group sold 71,252 Expensify shares in Q4 2023, an estimated $232K.
  • Stanley-Laman Group first reported a position in Expensify in Q3 2022 and held it in 5 quarters.
  • Stanley-Laman Group's Expensify position peaked at $1.74M in Q3 2022.
  • 100 funds tracked by Wall St. Rank held Expensify as of Q4 2023.

Based on Stanley-Laman Group's 13F filing for Q4 2023, filed 2 Feb 2024.