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Ameritas Investment Partners’s Expensify EXFY Stock Holding History

Ameritas Investment Partners’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 		$5.31K Hold
6,105
– – ﹤0.01% 2983
2025
Q4 		$9.22K Hold
6,105
– – ﹤0.01% 2932
2025
Q3 		$11.3K Hold
6,105
– – ﹤0.01% 2912
2025
Q2 		$15.8K Buy
+6,105
New +$15.6K ﹤0.01% 2760
2024
Q2 		– Sell
-4,561
Closed -$8.39K – 3164
2024
Q1 		$8.39K Hold
4,561
– – ﹤0.01% 2859
2023
Q4 		$11.3K Hold
4,561
– – ﹤0.01% 2810
2023
Q3 		$14.8K Hold
4,561
– – ﹤0.01% 2665
2023
Q2 		$36.4K Buy
+4,561
New +$33.5K ﹤0.01% 2227

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

Ameritas Investment Partners's EXFY Position: Q1 2026 in Review

Ameritas Investment Partners held its Expensify (EXFY) position steady in Q1 2026 at 6,105 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2983.

Ameritas Investment Partners first reported a position in EXFY in Q2 2023 and has held it in 8 quarters since. The position peaked at $36.4K in Q2 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Ameritas Investment Partners held 6,105 shares of Expensify worth $5.31K as of Q1 2026.
  • Ameritas Investment Partners left its Expensify share count unchanged in Q1 2026.
  • Expensify made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2983 holding.
  • Ameritas Investment Partners first reported a position in Expensify in Q2 2023 and has held it in 8 quarters since.
  • Ameritas Investment Partners's Expensify position peaked at $36.4K in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.