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Topline Capital Management’s Expensify EXFY Stock Holding History

Topline Capital 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
-776,796
Closed -$2.01M – 45
2025
Q2 		$2.01M Sell
776,796
-164,813
-18% -$421K 0.34% 29
2025
Q1 		$2.86M Buy
941,609
+20,662
+2% +$71.8K 0.66% 26
2024
Q4 		$3.09M Buy
+920,947
New +$2.48M 0.58% 28

Other funds holding EXFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Topline Capital Management's EXFY Position: Q3 2025 in Review

Topline Capital Management sold out of Expensify (EXFY) in Q3 2025, closing a stake of 776,796 shares — an estimated $2.01M sold.

Topline Capital Management first reported a position in EXFY in Q4 2024 and held it in 3 quarters. The position peaked at $3.09M in Q4 2024. 105 funds tracked by Wall St. Rank hold EXFY as of Q3 2025.

  • Topline Capital Management reported no remaining Expensify position as of Q3 2025 after selling out during the quarter.
  • Topline Capital Management sold 776,796 Expensify shares in Q3 2025, an estimated $2.01M.
  • Topline Capital Management first reported a position in Expensify in Q4 2024 and held it in 3 quarters.
  • Topline Capital Management's Expensify position peaked at $3.09M in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Expensify as of Q3 2025.

Based on Topline Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.