Tower Research Capital (TRC)’s Expensify EXFY Stock Holding History

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