Spire Wealth Management’s Expensify EXFY Stock Holding History

Spire 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
2025 Q3	–	Sell	-200	Closed	-$518	–	2393
2025 Q2	$518	Buy	+200	New	+$511	﹤0.01%	2367

Other funds holding EXFY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Spire Wealth Management's EXFY Position: Q3 2025 in Review

Spire Wealth Management sold out of Expensify (EXFY) in Q3 2025, closing a stake of 200 shares — an estimated $518 sold.

Spire Wealth Management first reported a position in EXFY in Q2 2025 and held it in 1 quarter. The position peaked at $518 in Q2 2025. 105 funds tracked by Wall St. Rank hold EXFY as of Q3 2025.

Spire Wealth Management reported no remaining Expensify position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 200 Expensify shares in Q3 2025, an estimated $518.
Spire Wealth Management first reported a position in Expensify in Q2 2025 and held it in 1 quarter.
Spire Wealth Management's Expensify position peaked at $518 in Q2 2025.
105 funds tracked by Wall St. Rank held Expensify as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.