Nisa Investment Advisors
EXFY icon

Nisa Investment Advisors’s Expensify EXFY Stock Holding History

Nisa Investment 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
-50
Closed -$76 – 3070
2025
Q4 		$76 Buy
50
+41
+456% +$65 ﹤0.01% 2940
2025
Q3 		$17 Sell
9
-5,615
-100% -$11.4K ﹤0.01% 2978
2025
Q2 		$14.6K Buy
5,624
+5,615
+62,389% +$14.3K ﹤0.01% 2090
2025
Q1 		$27 Hold
9
– – ﹤0.01% 2978
2024
Q4 		$30 Hold
9
– – ﹤0.01% 3000
2024
Q3 		$18 Sell
9
-188
-95% -$390 ﹤0.01% 2953
2024
Q2 		$294 Buy
197
+14
+8% +$22 ﹤0.01% 2771
2024
Q1 		$337 Buy
+183
New +$347 ﹤0.01% 2566
2023
Q3 		– Sell
-2,980
Closed -$23.8K – 2793
2023
Q2 		$23.8K Buy
+2,980
New +$21.9K ﹤0.01% 2040

Other funds holding EXFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CM
CastleKnight Management New York $6B 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
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

Nisa Investment Advisors's EXFY Position: Q1 2026 in Review

Nisa Investment Advisors sold out of Expensify (EXFY) in Q1 2026, closing a stake of 50 shares — an estimated $76 sold.

Nisa Investment Advisors first reported a position in EXFY in Q2 2023 and held it in 9 quarters. The position peaked at $23.8K in Q2 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Nisa Investment Advisors reported no remaining Expensify position as of Q1 2026 after selling out during the quarter.
  • Nisa Investment Advisors sold 50 Expensify shares in Q1 2026, an estimated $76.
  • Nisa Investment Advisors first reported a position in Expensify in Q2 2023 and held it in 9 quarters.
  • Nisa Investment Advisors's Expensify position peaked at $23.8K in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.