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Crowley Wealth Management’s Expensify EXFY Stock Holding History

Crowley Wealth 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
-200
Closed -$608 – 399
2025
Q1 		$608 Hold
200
– – ﹤0.01% 393
2024
Q4 		$670 Buy
+200
New +$538 ﹤0.01% 405

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 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

Crowley Wealth Management's EXFY Position: Q2 2025 in Review

Crowley Wealth Management sold out of Expensify (EXFY) in Q2 2025, closing a stake of 200 shares — an estimated $608 sold.

Crowley Wealth Management first reported a position in EXFY in Q4 2024 and held it in 2 quarters. The position peaked at $670 in Q4 2024. 97 funds tracked by Wall St. Rank hold EXFY as of Q2 2025.

  • Crowley Wealth Management reported no remaining Expensify position as of Q2 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 200 Expensify shares in Q2 2025, an estimated $608.
  • Crowley Wealth Management first reported a position in Expensify in Q4 2024 and held it in 2 quarters.
  • Crowley Wealth Management's Expensify position peaked at $670 in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Expensify as of Q2 2025.

Based on Crowley Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.