State of Wisconsin Investment Board
EXFY icon

State of Wisconsin Investment Board’s Expensify EXFY Stock Holding History

State of Wisconsin Investment Board’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
Q3 		– Sell
-43,393
Closed -$346K – 2538
2023
Q2 		$346K Buy
43,393
+972
+2% +$7.13K ﹤0.01% 1948
2023
Q1 		$346K Sell
42,421
-5,361
-11% -$47.7K ﹤0.01% 2028
2022
Q4 		$422K Sell
47,782
-847
-2% -$9.48K ﹤0.01% 1964
2022
Q3 		$724K Buy
48,629
+34,348
+241% +$641K ﹤0.01% 1737
2022
Q2 		$254K Buy
+14,281
New +$253K ﹤0.01% 2390

Other funds holding EXFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 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 $110B AUM 4.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State of Wisconsin Investment Board's EXFY Position: Q3 2023 in Review

State of Wisconsin Investment Board sold out of Expensify (EXFY) in Q3 2023, closing a stake of 43,393 shares — an estimated $346K sold.

State of Wisconsin Investment Board first reported a position in EXFY in Q2 2022 and held it in 5 quarters. The position peaked at $724K in Q3 2022. 104 funds tracked by Wall St. Rank hold EXFY as of Q3 2023.

  • State of Wisconsin Investment Board reported no remaining Expensify position as of Q3 2023 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 43,393 Expensify shares in Q3 2023, an estimated $346K.
  • State of Wisconsin Investment Board first reported a position in Expensify in Q2 2022 and held it in 5 quarters.
  • State of Wisconsin Investment Board's Expensify position peaked at $724K in Q3 2022.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q3 2023.

Based on State of Wisconsin Investment Board's 13F filing for Q3 2023, filed 14 Nov 2023.