US Bancorp’s Expensify EXFY Stock Holding History

US Bancorp’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
2024 Q3	–	Sell	-20,941	Closed	-$31.2K	–	4120
2024 Q2	$31.2K	Hold	20,941	–	–	﹤0.01%	2880
2024 Q1	$38.5K	Sell	20,941 -1,865	-8%	-$3.54K	﹤0.01%	2829
2023 Q4	$56.3K	Buy	+22,806	New	+$59K	﹤0.01%	2613

Other funds holding EXFY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

US Bancorp's EXFY Position: Q3 2024 in Review

US Bancorp sold out of Expensify (EXFY) in Q3 2024, closing a stake of 20,941 shares — an estimated $31.2K sold.

US Bancorp first reported a position in EXFY in Q4 2023 and held it in 3 quarters. The position peaked at $56.3K in Q4 2023. 77 funds tracked by Wall St. Rank hold EXFY as of Q3 2024.

US Bancorp reported no remaining Expensify position as of Q3 2024 after selling out during the quarter.
US Bancorp sold 20,941 Expensify shares in Q3 2024, an estimated $31.2K.
US Bancorp first reported a position in Expensify in Q4 2023 and held it in 3 quarters.
US Bancorp's Expensify position peaked at $56.3K in Q4 2023.
77 funds tracked by Wall St. Rank held Expensify as of Q3 2024.

Based on US Bancorp's 13F filing for Q3 2024, filed 28 Oct 2024.