AQR Capital Management’s Expensify EXFY Stock Holding History

AQR Capital Management’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	$719K	Buy	826,233 +665,420	+414%	+$789K	﹤0.01%	2949
2025 Q4	$243K	Sell	160,813 -95,104	-37%	-$151K	﹤0.01%	3271
2025 Q3	$473K	Buy	+255,917	New	+$518K	﹤0.01%	2838
2025 Q1	–	Sell	-21,950	Closed	-$73.5K	–	3162
2024 Q4	$73.5K	Sell	21,950 -166,747	-88%	-$448K	﹤0.01%	2790
2024 Q3	$370K	Sell	188,697 -856,654	-82%	-$1.78M	﹤0.01%	2300
2024 Q2	$1.56M	Sell	1,045,351 -30,815	-3%	-$48.6K	﹤0.01%	1563
2024 Q1	$1.98M	Buy	1,076,166 +652,087	+154%	+$1.24M	﹤0.01%	1417
2023 Q4	$1.05M	Buy	424,079 +273,083	+181%	+$707K	﹤0.01%	1585
2023 Q3	$491K	Buy	150,996 +57,576	+62%	+$311K	﹤0.01%	1847
2023 Q2	$745K	Sell	93,420 -51,171	-35%	-$375K	﹤0.01%	1675
2023 Q1	$1.18M	Buy	144,591 +57,363	+66%	+$510K	﹤0.01%	1484
2022 Q4	$770K	Buy	+87,228	New	+$977K	﹤0.01%	1648

Other funds holding EXFY

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 Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

AQR Capital Management's EXFY Position: Q1 2026 in Review

AQR Capital Management increased its Expensify (EXFY) stake by 414% in Q1 2026, buying an estimated $789K and bringing the position to 826,233 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #2949.

AQR Capital Management first reported a position in EXFY in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.98M in Q1 2024. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

AQR Capital Management held 826,233 shares of Expensify worth $719K as of Q1 2026.
AQR Capital Management bought 665,420 Expensify shares in Q1 2026, an estimated $789K.
Expensify made up ﹤0.01% of AQR Capital Management's portfolio in Q1 2026, its #2949 holding.
AQR Capital Management first reported a position in Expensify in Q4 2022 and has held it in 12 quarters since.
AQR Capital Management's Expensify position peaked at $1.98M in Q1 2024.
104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.