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 Q3	$1.17K	Buy	+666	New	+$1.43K	﹤0.01%	4915
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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Prentiss Smith & Co Brattleboro, Vermont $177M AUM 17.01% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Nuveen's EXFY Position: Q3 2026 in Review

Nuveen opened a new position in Expensify (EXFY) in Q3 2026: 666 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #4915 among its holdings. This is a return to the name: Nuveen previously reported a position in EXFY as recently as Q1 2026.

Nuveen first reported a position in EXFY in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.25M in Q2 2023. 33 funds tracked by Wall St. Rank hold EXFY as of Q3 2026.

Nuveen held 666 shares of Expensify worth $1.17K as of Q3 2026.
Expensify was a new Nuveen position in Q3 2026.
Expensify made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #4915 holding.
Nuveen first reported a position in Expensify in Q2 2023 and has held it in 9 quarters since.
Nuveen's Expensify position peaked at $1.25M in Q2 2023.
33 funds tracked by Wall St. Rank held Expensify as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.