Wolverine Trading
EXFY icon

Wolverine Trading’s Expensify EXFY Stock Holding History

Wolverine Trading’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
2024
Q2 		– Sell
-23,900
Closed -$44K – 4674
2024
Q1 		$44K Buy
23,900
+1,400
+6% +$2.66K ﹤0.01% 4237
2023
Q4 		$55.6K Buy
+22,500
New +$58.3K ﹤0.01% 4232

Other funds holding EXFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Wolverine Trading's EXFY Position: Q1 2025 in Review

Wolverine Trading sold out of Expensify (EXFY) in Q1 2025, closing a stake of 19,552 shares — an estimated $67.9K sold.

Wolverine Trading first reported a position in EXFY in Q3 2023 and held it in 4 quarters. The position peaked at $130K in Q3 2023. 98 funds tracked by Wall St. Rank hold EXFY as of Q1 2025.

  • Wolverine Trading reported no remaining Expensify position as of Q1 2025 after selling out during the quarter.
  • Wolverine Trading sold 19,552 Expensify shares in Q1 2025, an estimated $67.9K.
  • Wolverine Trading first reported a position in Expensify in Q3 2023 and held it in 4 quarters.
  • Wolverine Trading's Expensify position peaked at $130K in Q3 2023.
  • 98 funds tracked by Wall St. Rank held Expensify as of Q1 2025.

Based on Wolverine Trading's 13F filing for Q1 2025, filed 15 May 2025.