HighTower Advisors

HighTower Advisors’s Expensify EXFY Stock Holding History

HighTower Advisors’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	–	Sell	-27,407	Closed	-$41.4K	–	3852
2025 Q4	$41.4K	Hold	27,407	–	–	﹤0.01%	3585
2025 Q3	$50.7K	Hold	27,407	–	–	﹤0.01%	3609
2025 Q2	$71K	Buy	27,407 +1	+0%	+$3	﹤0.01%	3519
2025 Q1	$83.3K	Hold	27,406	–	–	﹤0.01%	3393
2024 Q4	$91.8K	Hold	27,406	–	–	﹤0.01%	3390
2024 Q3	$54K	Sell	27,406 -2,000	-7%	-$4.15K	﹤0.01%	3403
2024 Q2	$44K	Buy	+29,406	New	+$46.4K	﹤0.01%	3324
2022 Q3	–	Sell	-27,199	Closed	-$484K	–	3221
2022 Q2	$484K	Buy	+27,199	New	+$481K	﹤0.01%	2075

Other funds holding EXFY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Palogic Value Management Dallas, Texas $228M AUM 5.37% 1-Year Est. Return

Verition Fund Management

Verition Fund Management Greenwich, Connecticut $10.3B AUM 30.69% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CastleKnight Management New York $2.14B 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 New York $127B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return