Ameritas Investment Partners
EXFY icon

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
Q2 		– Sell
-6,105
Closed -$5.31K – 3223
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

Parallel Advisors
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
CastleKnight Management
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

Ameritas Investment Partners's EXFY Position: Q2 2026 in Review

Ameritas Investment Partners sold out of Expensify (EXFY) in Q2 2026, closing a stake of 6,105 shares — an estimated $5.31K sold.

Ameritas Investment Partners first reported a position in EXFY in Q2 2023 and held it in 8 quarters. The position peaked at $36.4K in Q2 2023. 100 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Ameritas Investment Partners reported no remaining Expensify position as of Q2 2026 after selling out during the quarter.
  • Ameritas Investment Partners sold 6,105 Expensify shares in Q2 2026, an estimated $5.31K.
  • Ameritas Investment Partners first reported a position in Expensify in Q2 2023 and held it in 8 quarters.
  • Ameritas Investment Partners's Expensify position peaked at $36.4K in Q2 2023.
  • 100 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.