Northwestern Mutual Wealth Management Company »

Expensify shares owned by Northwestern Mutual Wealth Management Company

Quarter-by-quarter ownership of Expensify (EXFY) shares owned by Northwestern Mutual Wealth Management Company from 13F filings

Historical chart of Northwestern Mutual Wealth Management Company investment in Expensify

Tip: Access up to 7 years of quarterly data

All positions including Expensify held by Northwestern Mutual Wealth Management Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Expensify by Northwestern Mutual Wealth Management Company

Quarter filed Position value Share count Share price at filing
2026-03-31 $200 230 0.87
2022-12-31 $4.0k 450 8.83

More positions owned by Northwestern Mutual Wealth Management Company

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Northwestern Mutual Wealth Management Company

Top funds holding Expensify

Vanguard Group
BlackRock
Palogic Value Management
Verition Fund Management
Vanguard Capital Management
Acadian Asset Management
Vanguard Portfolio Management
CastleKnight Management
Geode Capital Management
D. E. Shaw & Co
Marshall Wace
Formula Growth
AQR Capital Management
Renaissance Technologies
State Street Corporation

View all funds holding Expensify