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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
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

BlackRock
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
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Allworth Financial's EXFY Position: Q1 2026 in Review

Allworth Financial increased its Expensify (EXFY) stake by 182% in Q1 2026, buying an estimated $351 and bringing the position to 459 shares worth $400. The position accounts for ﹤0.01% of the portfolio, ranked #4785.

Allworth Financial first reported a position in EXFY in Q3 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Allworth Financial held 459 shares of Expensify worth $400 as of Q1 2026.
  • Allworth Financial bought 296 Expensify shares in Q1 2026, an estimated $351.
  • Expensify made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4785 holding.
  • Allworth Financial first reported a position in Expensify in Q3 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.