Northwestern Mutual Wealth Management
EXFY icon

Northwestern Mutual Wealth Management’s Expensify EXFY Stock Holding History

Northwestern Mutual Wealth Management’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
Q2 		– Sell
-230
Closed -$200 – 4212
2026
Q1 		$200 Buy
+230
New +$273 ﹤0.01% 3942
2023
Q1 		– Sell
-450
Closed -$3.97K – 3435
2022
Q4 		$3.97K Buy
+450
New +$5.04K ﹤0.01% 2791

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Northwestern Mutual Wealth Management's EXFY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Expensify (EXFY) in Q2 2026, closing a stake of 230 shares — an estimated $200 sold.

Northwestern Mutual Wealth Management first reported a position in EXFY in Q4 2022 and held it in 2 quarters. The position peaked at $3.97K in Q4 2022. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Expensify position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 230 Expensify shares in Q2 2026, an estimated $200.
  • Northwestern Mutual Wealth Management first reported a position in Expensify in Q4 2022 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Expensify position peaked at $3.97K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.