Swiss National Bank
EXFY icon

Swiss National Bank’s Expensify EXFY Stock Holding History

Swiss National Bank’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
-74,400
Closed -$242K – 2564
2023
Q3 		$242K Hold
74,400
– – ﹤0.01% 2595
2023
Q2 		$594K Buy
74,400
+44,800
+151% +$329K ﹤0.01% 2508
2023
Q1 		$241K Sell
29,600
-2,500
-8% -$22.2K ﹤0.01% 2629
2022
Q4 		$283K Hold
32,100
– – ﹤0.01% 2649
2022
Q3 		$478K Hold
32,100
– – ﹤0.01% 2584
2022
Q2 		$571K Buy
+32,100
New +$568K ﹤0.01% 2582

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

Swiss National Bank's EXFY Position: Q4 2023 in Review

Swiss National Bank sold out of Expensify (EXFY) in Q4 2023, closing a stake of 74,400 shares — an estimated $242K sold.

Swiss National Bank first reported a position in EXFY in Q2 2022 and held it in 6 quarters. The position peaked at $594K in Q2 2023. 100 funds tracked by Wall St. Rank hold EXFY as of Q4 2023.

  • Swiss National Bank reported no remaining Expensify position as of Q4 2023 after selling out during the quarter.
  • Swiss National Bank sold 74,400 Expensify shares in Q4 2023, an estimated $242K.
  • Swiss National Bank first reported a position in Expensify in Q2 2022 and held it in 6 quarters.
  • Swiss National Bank's Expensify position peaked at $594K in Q2 2023.
  • 100 funds tracked by Wall St. Rank held Expensify as of Q4 2023.

Based on Swiss National Bank's 13F filing for Q4 2023, filed 6 Feb 2024.