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LMR Partners’s Expensify EXFY Stock Holding History

LMR Partners’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
-40,972
Closed -$125K – 1470
2025
Q1 		$125K Buy
+40,972
New +$142K ﹤0.01% 1121
2023
Q2 		– Sell
-22,783
Closed -$186K – 958
2023
Q1 		$186K Buy
22,783
+283
+1% +$2.52K ﹤0.01% 868
2022
Q4 		$199K Buy
+22,500
New +$252K ﹤0.01% 997

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

LMR Partners's EXFY Position: Q2 2025 in Review

LMR Partners sold out of Expensify (EXFY) in Q2 2025, closing a stake of 40,972 shares — an estimated $125K sold.

LMR Partners first reported a position in EXFY in Q4 2022 and held it in 3 quarters. The position peaked at $199K in Q4 2022. 97 funds tracked by Wall St. Rank hold EXFY as of Q2 2025.

  • LMR Partners reported no remaining Expensify position as of Q2 2025 after selling out during the quarter.
  • LMR Partners sold 40,972 Expensify shares in Q2 2025, an estimated $125K.
  • LMR Partners first reported a position in Expensify in Q4 2022 and held it in 3 quarters.
  • LMR Partners's Expensify position peaked at $199K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Expensify as of Q2 2025.

Based on LMR Partners's 13F filing for Q2 2025, filed 14 Aug 2025.