SFI
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Susquehanna Fundamental Investments’s Expensify EXFY Stock Holding History

Susquehanna Fundamental Investments’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
-19,879
Closed -$66.6K – 1125
2024
Q4 		$66.6K Buy
+19,879
New +$53.5K ﹤0.01% 1053
2023
Q3 		– Sell
-27,162
Closed -$217K – 445
2023
Q2 		$217K Hold
27,162
– – 0.01% 569
2023
Q1 		$221K Hold
27,162
– – 0.01% 848
2022
Q4 		$240K Buy
+27,162
New +$304K ﹤0.01% 1038

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

Susquehanna Fundamental Investments's EXFY Position: Q1 2025 in Review

Susquehanna Fundamental Investments sold out of Expensify (EXFY) in Q1 2025, closing a stake of 19,879 shares — an estimated $66.6K sold.

Susquehanna Fundamental Investments first reported a position in EXFY in Q4 2022 and held it in 4 quarters. The position peaked at $240K in Q4 2022. 98 funds tracked by Wall St. Rank hold EXFY as of Q1 2025.

  • Susquehanna Fundamental Investments reported no remaining Expensify position as of Q1 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 19,879 Expensify shares in Q1 2025, an estimated $66.6K.
  • Susquehanna Fundamental Investments first reported a position in Expensify in Q4 2022 and held it in 4 quarters.
  • Susquehanna Fundamental Investments's Expensify position peaked at $240K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held Expensify as of Q1 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2025, filed 14 May 2025.