West Branch Capital’s Expensify EXFY Stock Holding History

West Branch Capital’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
2022 Q1	–	Sell	-1,000	Closed	-$44K	–	442
2021 Q4	$44K	Buy	+1,000	New	+$40.7K	0.02%	206

Other funds holding EXFY

OpenView Management Boston, Massachusetts $5.81K AUM 5.89% 1-Year Est. Return

KAH

Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LSCM

Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

West Branch Capital's EXFY Position: Q1 2022 in Review

West Branch Capital sold out of Expensify (EXFY) in Q1 2022, closing a stake of 1,000 shares — an estimated $44K sold.

West Branch Capital first reported a position in EXFY in Q4 2021 and held it in 1 quarter. The position peaked at $44K in Q4 2021. 48 funds tracked by Wall St. Rank hold EXFY as of Q1 2022.

West Branch Capital reported no remaining Expensify position as of Q1 2022 after selling out during the quarter.
West Branch Capital sold 1,000 Expensify shares in Q1 2022, an estimated $44K.
West Branch Capital first reported a position in Expensify in Q4 2021 and held it in 1 quarter.
West Branch Capital's Expensify position peaked at $44K in Q4 2021.
48 funds tracked by Wall St. Rank held Expensify as of Q1 2022.

Based on West Branch Capital's 13F filing for Q1 2022, filed 3 May 2022.