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TRCT
Tower Research Capital (TRC)’s
Expensify
EXFY
Stock Holding History
Tower Research Capital (TRC)’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
Q1
$16.9K
Buy
19,419
+12,585
+184%
+$14.9K
﹤0.01%
3599
2025
Q4
$10.3K
Buy
6,834
+81
+1%
+$128
﹤0.01%
3796
2025
Q3
$12.5K
Buy
6,753
+2,914
+76%
+$5.9K
﹤0.01%
3776
2025
Q2
$9.94K
Sell
3,839
-4,169
-52%
-$10.7K
﹤0.01%
3973
2025
Q1
$24.3K
Sell
8,008
-2,826
-26%
-$9.82K
﹤0.01%
2786
2024
Q4
$36.3K
Buy
10,834
+9,997
+1,194%
+$26.9K
﹤0.01%
2768
2024
Q3
$1.64K
Sell
837
-28,440
-97%
-$59.1K
﹤0.01%
5129
2024
Q2
$43.6K
Buy
29,277
+27,475
+1,525%
+$43.3K
﹤0.01%
3205
2024
Q1
$3.32K
Sell
1,802
-7,636
-81%
-$14.5K
﹤0.01%
4885
2023
Q4
$23.3K
Buy
9,438
+3,791
+67%
+$9.81K
﹤0.01%
3557
2023
Q3
$18.4K
Buy
5,647
+4,326
+327%
+$23.4K
﹤0.01%
3455
2023
Q2
$10.5K
Sell
1,321
-1,469
-53%
-$10.8K
﹤0.01%
4104
2023
Q1
$23K
Buy
2,790
+2,441
+699%
+$21.7K
﹤0.01%
3281
2022
Q4
$3K
Sell
349
-7,071
-95%
-$79.2K
﹤0.01%
5175
2022
Q3
$111K
Buy
7,420
+7,340
+9,175%
+$137K
﹤0.01%
2472
2022
Q2
$1K
Sell
80
-4,140
-98%
-$73.3K
﹤0.01%
5782
2022
Q1
$74K
Buy
+4,220
New
+$103K
﹤0.01%
2418
Other funds holding EXFY
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
PVM
Palogic Value Management
Dallas, Texas
$228M AUM
5.37%
1-Year Est. Return
Verition Fund Management
Greenwich, Connecticut
$10.3B AUM
30.69%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
CM
CastleKnight Management
New York
$2.14B AUM
121.87%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$93.4B AUM
35.1%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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