Balyasny Asset Management
EXFY icon

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
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

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

Balyasny Asset Management's EXFY Position: Q1 2026 in Review

Balyasny Asset Management increased its Expensify (EXFY) stake by 58% in Q1 2026, buying an estimated $21.8K and bringing the position to 49,980 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Balyasny Asset Management first reported a position in EXFY in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.71M in Q4 2021. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Balyasny Asset Management held 49,980 shares of Expensify worth $43.5K as of Q1 2026.
  • Balyasny Asset Management bought 18,365 Expensify shares in Q1 2026, an estimated $21.8K.
  • Expensify made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2782 holding.
  • Balyasny Asset Management first reported a position in Expensify in Q4 2021 and has held it in 9 quarters since.
  • Balyasny Asset Management's Expensify position peaked at $2.71M in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

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