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State of Wyoming’s Expensify EXFY Stock Holding History

State of Wyoming’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
-92,708
Closed -$240K – 1901
2025
Q2 		$240K Sell
92,708
-34,385
-27% -$87.9K 0.03% 788
2025
Q1 		$386K Buy
127,093
+74,729
+143% +$260K 0.05% 382
2024
Q4 		$175K Buy
52,364
+6,138
+13% +$16.5K 0.02% 919
2024
Q3 		$90.6K Buy
+46,226
New +$96K 0.01% 1222
2024
Q1 		– Sell
-28,232
Closed -$69.7K – 1674
2023
Q4 		$69.7K Buy
28,232
+6,138
+28% +$15.9K 0.01% 1210
2023
Q3 		$71.8K Buy
22,094
+11,022
+100% +$59.5K 0.02% 1077
2023
Q2 		$88.4K Buy
11,072
+4,302
+64% +$31.6K 0.03% 900
2023
Q1 		$55.2K Sell
6,770
-1,826
-21% -$16.2K 0.02% 1078
2022
Q4 		$75.9K Buy
+8,596
New +$96.3K 0.03% 900

Other funds holding EXFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State of Wyoming's EXFY Position: Q3 2025 in Review

State of Wyoming sold out of Expensify (EXFY) in Q3 2025, closing a stake of 92,708 shares — an estimated $240K sold.

State of Wyoming first reported a position in EXFY in Q4 2022 and held it in 9 quarters. The position peaked at $386K in Q1 2025. 105 funds tracked by Wall St. Rank hold EXFY as of Q3 2025.

  • State of Wyoming reported no remaining Expensify position as of Q3 2025 after selling out during the quarter.
  • State of Wyoming sold 92,708 Expensify shares in Q3 2025, an estimated $240K.
  • State of Wyoming first reported a position in Expensify in Q4 2022 and held it in 9 quarters.
  • State of Wyoming's Expensify position peaked at $386K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held Expensify as of Q3 2025.

Based on State of Wyoming's 13F filing for Q3 2025, filed 4 Nov 2025.