HighTower Advisors
EXFY icon

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 – 3851
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

HighTower Advisors's EXFY Position: Q1 2026 in Review

HighTower Advisors sold out of Expensify (EXFY) in Q1 2026, closing a stake of 27,407 shares — an estimated $41.4K sold.

HighTower Advisors first reported a position in EXFY in Q2 2022 and held it in 8 quarters. The position peaked at $484K in Q2 2022. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • HighTower Advisors reported no remaining Expensify position as of Q1 2026 after selling out during the quarter.
  • HighTower Advisors sold 27,407 Expensify shares in Q1 2026, an estimated $41.4K.
  • HighTower Advisors first reported a position in Expensify in Q2 2022 and held it in 8 quarters.
  • HighTower Advisors's Expensify position peaked at $484K in Q2 2022.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.