Abel Hall LLC’s Expensify EXFY Stock Holding History

Abel Hall LLC’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	–	Sell	-16,243	Closed	-$24.5K	–	871
2025 Q4	$24.5K	Buy	+16,243	New	+$25.7K	0.01%	691

Other funds holding EXFY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Abel Hall LLC's EXFY Position: Q1 2026 in Review

Abel Hall LLC sold out of Expensify (EXFY) in Q1 2026, closing a stake of 16,243 shares — an estimated $24.5K sold.

Abel Hall LLC first reported a position in EXFY in Q4 2025 and held it in 1 quarter. The position peaked at $24.5K in Q4 2025. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

Abel Hall LLC reported no remaining Expensify position as of Q1 2026 after selling out during the quarter.
Abel Hall LLC sold 16,243 Expensify shares in Q1 2026, an estimated $24.5K.
Abel Hall LLC first reported a position in Expensify in Q4 2025 and held it in 1 quarter.
Abel Hall LLC's Expensify position peaked at $24.5K in Q4 2025.
104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Abel Hall LLC's 13F filing for Q1 2026, filed 28 Apr 2026.