TRCT
EXFY icon

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
Q2 		$7.08K Sell
3,956
-15,463
-80% -$17.4K ﹤0.01% 4155
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

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Tower Research Capital (TRC)'s EXFY Position: Q2 2026 in Review

Tower Research Capital (TRC) reduced its Expensify (EXFY) stake by 80% in Q2 2026, selling an estimated $17.4K and leaving 3,956 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #4155.

Tower Research Capital (TRC) first reported a position in EXFY in Q1 2022 and has held it in 18 quarters since. The position peaked at $111K in Q3 2022. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Tower Research Capital (TRC) held 3,956 shares of Expensify worth $7.08K as of Q2 2026.
  • Tower Research Capital (TRC) sold 15,463 Expensify shares in Q2 2026, an estimated $17.4K.
  • Expensify made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #4155 holding.
  • Tower Research Capital (TRC) first reported a position in Expensify in Q1 2022 and has held it in 18 quarters since.
  • Tower Research Capital (TRC)'s Expensify position peaked at $111K in Q3 2022.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.