Acadian Asset Management
EXFY icon

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
Q2 		$4.39M Buy
2,456,422
+245,816
+11% +$276K 0.01% 844
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

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Acadian Asset Management's EXFY Position: Q2 2026 in Review

Acadian Asset Management increased its Expensify (EXFY) stake by 11% in Q2 2026, buying an estimated $276K and bringing the position to 2,456,422 shares worth $4.39M. The position accounts for 0.01% of the portfolio, ranked #844.

Acadian Asset Management first reported a position in EXFY in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.36M in Q2 2025. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Acadian Asset Management held 2,456,422 shares of Expensify worth $4.39M as of Q2 2026.
  • Acadian Asset Management bought 245,816 Expensify shares in Q2 2026, an estimated $276K.
  • Expensify made up 0.01% of Acadian Asset Management's portfolio in Q2 2026, its #844 holding.
  • Acadian Asset Management first reported a position in Expensify in Q1 2023 and has held it in 12 quarters since.
  • Acadian Asset Management's Expensify position peaked at $5.36M in Q2 2025.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Acadian Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.