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Amalgamated Bank’s Expensify EXFY Stock Holding History

Amalgamated Bank’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
-1,879
Closed -$3K – 2025
2025
Q4 		$3K Sell
1,879
-163
-8% -$258 ﹤0.01% 2848
2025
Q3 		$4K Hold
2,042
– – ﹤0.01% 2829
2025
Q2 		$5K Buy
+2,042
New +$5.22K ﹤0.01% 2735
2024
Q2 		– Sell
-1,863
Closed -$3K – 3046
2024
Q1 		$3K Sell
1,863
-5,957
-76% -$11.3K ﹤0.01% 2821
2023
Q4 		$19K Sell
7,820
-554
-7% -$1.43K ﹤0.01% 2672
2023
Q3 		$27K Hold
8,374
– – ﹤0.01% 2509
2023
Q2 		$67K Buy
+8,374
New +$61.4K ﹤0.01% 2203

Other funds holding EXFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Amalgamated Bank's EXFY Position: Q1 2026 in Review

Amalgamated Bank sold out of Expensify (EXFY) in Q1 2026, closing a stake of 1,879 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in EXFY in Q2 2023 and held it in 7 quarters. The position peaked at $67K in Q2 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Amalgamated Bank reported no remaining Expensify position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,879 Expensify shares in Q1 2026, an estimated $3K.
  • Amalgamated Bank first reported a position in Expensify in Q2 2023 and held it in 7 quarters.
  • Amalgamated Bank's Expensify position peaked at $67K in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.