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Ceera Investments’s Expensify EXFY Stock Holding History

Ceera Investments’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
Q4 		– Sell
-443,640
Closed -$821K – 96
2025
Q3 		$821K Hold
443,640
– – 0.26% 68
2025
Q2 		$1.15M Buy
443,640
+4,310
+1% +$11K 0.35% 56
2025
Q1 		$1.34M Hold
439,330
– – 0.46% 51
2024
Q4 		$1.47M Buy
439,330
+4,330
+1% +$11.6K 0.51% 45
2024
Q3 		$853K Hold
435,000
– – 0.32% 58
2024
Q2 		$648K Hold
435,000
– – 0.27% 57
2024
Q1 		$800K Buy
435,000
+310,000
+248% +$588K 0.35% 53
2023
Q4 		$309K Buy
+125,000
New +$324K 0.15% 67

Other funds holding EXFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Ceera Investments's EXFY Position: Q4 2025 in Review

Ceera Investments sold out of Expensify (EXFY) in Q4 2025, closing a stake of 443,640 shares — an estimated $821K sold.

Ceera Investments first reported a position in EXFY in Q4 2023 and held it in 8 quarters. The position peaked at $1.47M in Q4 2024. 109 funds tracked by Wall St. Rank hold EXFY as of Q4 2025.

  • Ceera Investments reported no remaining Expensify position as of Q4 2025 after selling out during the quarter.
  • Ceera Investments sold 443,640 Expensify shares in Q4 2025, an estimated $821K.
  • Ceera Investments first reported a position in Expensify in Q4 2023 and held it in 8 quarters.
  • Ceera Investments's Expensify position peaked at $1.47M in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Expensify as of Q4 2025.

Based on Ceera Investments's 13F filing for Q4 2025, filed 9 Feb 2026.