Nuveen’s Expensify EXFY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
2024
Q2
Sell
2024
Q1
$288K Hold
2023
Q4
$386K Hold
2023
Q3
$508K Hold
2023
Q2
$1.25M Buy