Wells Fargo

Wells Fargo’s Expensify EXFY Stock Holding History

Wells Fargo’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	$20.4K	Sell	23,482 -46,554	-66%	-$55.2K	﹤0.01%	5761
2025 Q4	$106K	Buy	70,036 +26,238	+60%	+$41.6K	﹤0.01%	5369
2025 Q3	$81K	Buy	43,798 +6,707	+18%	+$13.6K	﹤0.01%	5407
2025 Q2	$96.1K	Buy	37,091 +34,902	+1,594%	+$89.2K	﹤0.01%	5214
2025 Q1	$6.66K	Sell	2,189 -46	-2%	-$160	﹤0.01%	5977
2024 Q4	$7.49K	Buy	2,235 +6	+0.3%	+$16	﹤0.01%	5990
2024 Q3	$4.37K	Buy	2,229 +180	+9%	+$374	﹤0.01%	5943
2024 Q2	$3.05K	Sell	2,049 -16,518	-89%	-$26K	﹤0.01%	5953
2024 Q1	$34.2K	Buy	18,567 +3,063	+20%	+$5.81K	﹤0.01%	5401
2023 Q4	$38.3K	Buy	15,504 +3,100	+25%	+$8.03K	﹤0.01%	5376
2023 Q3	$40.3K	Sell	12,404 -11,966	-49%	-$64.6K	﹤0.01%	5295
2023 Q2	$194K	Buy	24,370 +23,659	+3,328%	+$174K	﹤0.01%	4609
2023 Q1	$5.79K	Sell	711 -102	-13%	-$908	﹤0.01%	6014
2022 Q4	$7.18K	Sell	813 -522	-39%	-$5.85K	﹤0.01%	5673
2022 Q3	$20K	Buy	1,335 +1,271	+1,986%	+$23.7K	﹤0.01%	5392
2022 Q2	$1K	Buy	64 +6	+10%	+$106	﹤0.01%	6500
2022 Q1	$1K	Hold	58	–	–	﹤0.01%	6786
2021 Q4	$3K	Buy	+58	New	+$2.36K	﹤0.01%	6803

Other funds holding EXFY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Palogic Value Management Dallas, Texas $228M AUM 5.37% 1-Year Est. Return

Verition Fund Management

Verition Fund Management Greenwich, Connecticut $10.3B AUM 30.69% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return

Geode Capital Management

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