EAM Investors’s Expensify EXFY Stock Holding History

EAM Investors’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	-222,460	Closed	-$676K	–	273
2025 Q1	$676K	Buy	+222,460	New	+$773K	0.12%	196

Other funds holding EXFY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

EAM Investors's EXFY Position: Q2 2025 in Review

EAM Investors sold out of Expensify (EXFY) in Q2 2025, closing a stake of 222,460 shares — an estimated $676K sold.

EAM Investors first reported a position in EXFY in Q1 2025 and held it in 1 quarter. The position peaked at $676K in Q1 2025. 97 funds tracked by Wall St. Rank hold EXFY as of Q2 2025.

EAM Investors reported no remaining Expensify position as of Q2 2025 after selling out during the quarter.
EAM Investors sold 222,460 Expensify shares in Q2 2025, an estimated $676K.
EAM Investors first reported a position in Expensify in Q1 2025 and held it in 1 quarter.
EAM Investors's Expensify position peaked at $676K in Q1 2025.
97 funds tracked by Wall St. Rank held Expensify as of Q2 2025.

Based on EAM Investors's 13F filing for Q2 2025, filed 12 Aug 2025.