IQI
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Integrated Quantitative Investments’s Expensify EXFY Stock Holding History

Integrated Quantitative 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
Q3 		– Sell
-141,182
Closed -$366K – 396
2025
Q2 		$366K Buy
141,182
+96,372
+215% +$246K 0.11% 269
2025
Q1 		$136K Buy
44,810
+210
+0.5% +$730 0.07% 279
2024
Q4 		$149K Buy
+44,600
New +$120K 0.07% 286

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
CM
CastleKnight Management New York $6B AUM 121.87% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Integrated Quantitative Investments's EXFY Position: Q3 2025 in Review

Integrated Quantitative Investments sold out of Expensify (EXFY) in Q3 2025, closing a stake of 141,182 shares — an estimated $366K sold.

Integrated Quantitative Investments first reported a position in EXFY in Q4 2024 and held it in 3 quarters. The position peaked at $366K in Q2 2025. 105 funds tracked by Wall St. Rank hold EXFY as of Q3 2025.

  • Integrated Quantitative Investments reported no remaining Expensify position as of Q3 2025 after selling out during the quarter.
  • Integrated Quantitative Investments sold 141,182 Expensify shares in Q3 2025, an estimated $366K.
  • Integrated Quantitative Investments first reported a position in Expensify in Q4 2024 and held it in 3 quarters.
  • Integrated Quantitative Investments's Expensify position peaked at $366K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held Expensify as of Q3 2025.

Based on Integrated Quantitative Investments's 13F filing for Q3 2025, filed 12 Nov 2025.