Nuveen’s Expensify EXFY Stock Holding History

Nuveen’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	$67.6K	Hold	77,657	–	–	﹤0.01%	3197
2025 Q4	$117K	Hold	77,657	–	–	﹤0.01%	3202
2025 Q3	$144K	Hold	77,657	–	–	﹤0.01%	3199
2025 Q2	$201K	Buy	+77,657	New	+$198K	﹤0.01%	3158
2024 Q2	–	Sell	-156,447	Closed	-$288K	–	3361
2024 Q1	$288K	Hold	156,447	–	–	﹤0.01%	3111
2023 Q4	$386K	Hold	156,447	–	–	﹤0.01%	3086
2023 Q3	$508K	Hold	156,447	–	–	﹤0.01%	2845
2023 Q2	$1.25M	Buy	+156,447	New	+$1.15M	﹤0.01%	2558

Other funds holding EXFY

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 Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Nuveen's EXFY Position: Q1 2026 in Review

Nuveen held its Expensify (EXFY) position steady in Q1 2026 at 77,657 shares worth $67.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3197.

Nuveen first reported a position in EXFY in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.25M in Q2 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

Nuveen held 77,657 shares of Expensify worth $67.6K as of Q1 2026.
Nuveen left its Expensify share count unchanged in Q1 2026.
Expensify made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #3197 holding.
Nuveen first reported a position in Expensify in Q2 2023 and has held it in 8 quarters since.
Nuveen's Expensify position peaked at $1.25M in Q2 2023.
104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.