Acadian Asset Management’s Expensify EXFY Stock Holding History

Acadian Asset Management’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	$1.92M	Buy	2,210,606 +40,112	+2%	+$47.6K	﹤0.01%	973
2025 Q4	$3.27M	Sell	2,170,494 -101,547	-4%	-$161K	0.01%	769
2025 Q3	$4.2M	Buy	2,272,041 +200,269	+10%	+$406K	0.01%	696
2025 Q2	$5.36M	Buy	2,071,772 +653,260	+46%	+$1.67M	0.01%	569
2025 Q1	$4.31M	Buy	1,418,512 +557,533	+65%	+$1.94M	0.01%	542
2024 Q4	$2.88M	Buy	860,979 +682,087	+381%	+$1.83M	0.01%	684
2024 Q3	$349K	Buy	+178,892	New	+$372K	﹤0.01%	1178
2024 Q2	–	Sell	-303,892	Closed	-$557K	–	1792
2024 Q1	$557K	Buy	303,892 +129,689	+74%	+$246K	﹤0.01%	977
2023 Q4	$429K	Buy	+174,203	New	+$451K	﹤0.01%	1058
2023 Q3	–	Sell	-100,245	Closed	-$799K	–	1699
2023 Q2	$799K	Buy	100,245 +38,485	+62%	+$282K	﹤0.01%	934
2023 Q1	$503K	Buy	+61,760	New	+$550K	﹤0.01%	1047

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

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

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Acadian Asset Management's EXFY Position: Q1 2026 in Review

Acadian Asset Management increased its Expensify (EXFY) stake by 1.8% in Q1 2026, buying an estimated $47.6K and bringing the position to 2,210,606 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Acadian Asset Management first reported a position in EXFY in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.36M in Q2 2025. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

Acadian Asset Management held 2,210,606 shares of Expensify worth $1.92M as of Q1 2026.
Acadian Asset Management bought 40,112 Expensify shares in Q1 2026, an estimated $47.6K.
Expensify made up ﹤0.01% of Acadian Asset Management's portfolio in Q1 2026, its #973 holding.
Acadian Asset Management first reported a position in Expensify in Q1 2023 and has held it in 11 quarters since.
Acadian Asset Management's Expensify position peaked at $5.36M in Q2 2025.
104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Acadian Asset Management's 13F filing for Q1 2026, filed 13 May 2026.