Balyasny Asset Management’s Expensify EXFY Stock Holding History

Balyasny Asset 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 Q2	$66.9K	Sell	37,387 -12,593	-25%	-$14.1K	﹤0.01%	2900
2026 Q1	$43.5K	Buy	49,980 +18,365	+58%	+$21.8K	﹤0.01%	2782
2025 Q4	$47.7K	Buy	31,615 +17,634	+126%	+$27.9K	﹤0.01%	3008
2025 Q3	$25.9K	Buy	+13,981	New	+$28.3K	﹤0.01%	2833
2025 Q2	–	Sell	-68,339	Closed	-$208K	–	2979
2025 Q1	$208K	Buy	68,339 +13,972	+26%	+$48.5K	﹤0.01%	2578
2024 Q4	$182K	Buy	+54,367	New	+$146K	﹤0.01%	2539
2024 Q3	–	Sell	-11,325	Closed	-$16.9K	–	2864
2024 Q2	$16.9K	Buy	+11,325	New	+$17.9K	﹤0.01%	2477
2023 Q2	–	Sell	-55,105	Closed	-$449K	–	2424
2023 Q1	$449K	Buy	55,105 +41,732	+312%	+$371K	﹤0.01%	1979
2022 Q4	$118K	Buy	+13,373	New	+$150K	﹤0.01%	2227
2022 Q1	–	Sell	-61,578	Closed	-$2.71M	–	2581
2021 Q4	$2.71M	Buy	+61,578	New	+$2.51M	0.01%	1095

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

Balyasny Asset Management's EXFY Position: Q2 2026 in Review

Balyasny Asset Management reduced its Expensify (EXFY) stake by 25% in Q2 2026, selling an estimated $14.1K and leaving 37,387 shares worth $66.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2900.

Balyasny Asset Management first reported a position in EXFY in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.71M in Q4 2021. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Balyasny Asset Management held 37,387 shares of Expensify worth $66.9K as of Q2 2026.
Balyasny Asset Management sold 12,593 Expensify shares in Q2 2026, an estimated $14.1K.
Expensify made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #2900 holding.
Balyasny Asset Management first reported a position in Expensify in Q4 2021 and has held it in 10 quarters since.
Balyasny Asset Management's Expensify position peaked at $2.71M in Q4 2021.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.