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 Q2	–	Sell	-77,657	Closed	-$67.6K	–	3776
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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $306M AUM 15.41% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Nuveen's EXFY Position: Q2 2026 in Review

Nuveen sold out of Expensify (EXFY) in Q2 2026, closing a stake of 77,657 shares — an estimated $67.6K sold.

Nuveen first reported a position in EXFY in Q2 2023 and held it in 8 quarters. The position peaked at $1.25M in Q2 2023. 100 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Nuveen reported no remaining Expensify position as of Q2 2026 after selling out during the quarter.
Nuveen sold 77,657 Expensify shares in Q2 2026, an estimated $67.6K.
Nuveen first reported a position in Expensify in Q2 2023 and held it in 8 quarters.
Nuveen's Expensify position peaked at $1.25M in Q2 2023.
100 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.