Arax Advisory Partners’s Expensify EXFY Stock Holding History

Arax Advisory 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	$65.4K	Buy	36,514 +36,347	+21,765%	+$40.8K	﹤0.01%	3060
2026 Q1	$145	Buy	+167	New	+$198	﹤0.01%	3579
2025 Q4	–	Sell	-8,017	Closed	-$14.8K	–	4228
2025 Q3	$14.8K	Buy	+8,017	New	+$16.2K	﹤0.01%	2417

Other funds holding EXFY

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Arax Advisory Partners's EXFY Position: Q2 2026 in Review

Arax Advisory Partners increased its Expensify (EXFY) stake by 21,765% in Q2 2026, buying an estimated $40.8K and bringing the position to 36,514 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3060.

Arax Advisory Partners first reported a position in EXFY in Q3 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Arax Advisory Partners held 36,514 shares of Expensify worth $65.4K as of Q2 2026.
Arax Advisory Partners bought 36,347 Expensify shares in Q2 2026, an estimated $40.8K.
Expensify made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3060 holding.
Arax Advisory Partners first reported a position in Expensify in Q3 2025 and has held it in 3 quarters since.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.