Carson Wealth (CWM LLC)
EXFY icon

Carson Wealth (CWM LLC)’s Expensify EXFY Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$35.8K Buy
41,096
+31,124
+312% +$36.9K ﹤0.01% 4040
2025
Q4 		$15K Sell
9,972
-9,552
-49% -$15.1K ﹤0.01% 4325
2025
Q3 		$36K Buy
+19,524
New +$39.5K ﹤0.01% 3762
2024
Q3 		– Sell
-215
Closed – – 4905
2024
Q2 		$0 Sell
215
-274
-56% -$432 ﹤0.01% 4680
2024
Q1 		$1K Buy
489
+475
+3,393% +$902 ﹤0.01% 4133
2023
Q4 		$0 Sell
14
-53
-79% -$137 ﹤0.01% 4239
2023
Q3 		$0 Buy
+67
New +$362 ﹤0.01% 4274

Other funds holding EXFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Carson Wealth (CWM LLC)'s EXFY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Expensify (EXFY) stake by 312% in Q1 2026, buying an estimated $36.9K and bringing the position to 41,096 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4040.

Carson Wealth (CWM LLC) first reported a position in EXFY in Q3 2023 and has held it in 7 quarters since. The position peaked at $36K in Q3 2025. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 41,096 shares of Expensify worth $35.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 31,124 Expensify shares in Q1 2026, an estimated $36.9K.
  • Expensify made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4040 holding.
  • Carson Wealth (CWM LLC) first reported a position in Expensify in Q3 2023 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Expensify position peaked at $36K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.