Capula Management’s Expensify EXFY Stock Holding History

Capula Management’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 Q2	–	Sell	-10,475	Closed	-$31.8K	–	719
2025 Q1	$31.8K	Buy	+10,475	New	+$36.4K	﹤0.01%	663

Other funds holding EXFY

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Capula Management's EXFY Position: Q2 2025 in Review

Capula Management sold out of Expensify (EXFY) in Q2 2025, closing a stake of 10,475 shares — an estimated $31.8K sold.

Capula Management first reported a position in EXFY in Q1 2025 and held it in 1 quarter. The position peaked at $31.8K in Q1 2025. 97 funds tracked by Wall St. Rank hold EXFY as of Q2 2025.

Capula Management reported no remaining Expensify position as of Q2 2025 after selling out during the quarter.
Capula Management sold 10,475 Expensify shares in Q2 2025, an estimated $31.8K.
Capula Management first reported a position in Expensify in Q1 2025 and held it in 1 quarter.
Capula Management's Expensify position peaked at $31.8K in Q1 2025.
97 funds tracked by Wall St. Rank held Expensify as of Q2 2025.

Based on Capula Management's 13F filing for Q2 2025, filed 13 Aug 2025.