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Allworth Financial’s Expensify EXFY Stock Holding History

Allworth Financial’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 		$6.74K Buy
3,763
+3,304
+720% +$3.71K ﹤0.01% 3963
2026
Q1 		$400 Buy
459
+296
+182% +$351 ﹤0.01% 4785
2025
Q4 		$247 Buy
163
+71
+77% +$113 ﹤0.01% 4677
2025
Q3 		$171 Buy
+92
New +$186 ﹤0.01% 4619

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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 $306M AUM 15.41% 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

Allworth Financial's EXFY Position: Q2 2026 in Review

Allworth Financial increased its Expensify (EXFY) stake by 720% in Q2 2026, buying an estimated $3.71K and bringing the position to 3,763 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #3963.

Allworth Financial first reported a position in EXFY in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Allworth Financial held 3,763 shares of Expensify worth $6.74K as of Q2 2026.
  • Allworth Financial bought 3,304 Expensify shares in Q2 2026, an estimated $3.71K.
  • Expensify made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3963 holding.
  • Allworth Financial first reported a position in Expensify in Q3 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.