Barclays
EXFY icon

Barclays’s Expensify EXFY Stock Holding History

Barclays’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
Q3 		$638K Buy
283,693
+194,767
+219% +$419K ﹤0.01% 3332
2026
Q2 		$159K Buy
88,926
+36,763
+70% +$41.3K ﹤0.01% 3832
2026
Q1 		$45.4K Sell
52,163
-82,526
-61% -$97.9K ﹤0.01% 4357
2025
Q4 		$203K Buy
134,689
+9,080
+7% +$14.4K ﹤0.01% 4298
2025
Q3 		$232K Sell
125,609
-20,406
-14% -$41.3K ﹤0.01% 4233
2025
Q2 		$378K Sell
146,015
-25,119
-15% -$64.2K ﹤0.01% 3913
2025
Q1 		$520K Buy
171,134
+43,300
+34% +$150K ﹤0.01% 3513
2024
Q4 		$428K Buy
127,834
+67,987
+114% +$183K ﹤0.01% 3924
2024
Q3 		$117K Buy
59,847
+2,798
+5% +$5.81K ﹤0.01% 4530
2024
Q2 		$85K Sell
57,049
-23,397
-29% -$36.9K ﹤0.01% 3980
2024
Q1 		$148K Sell
80,446
-36,710
-31% -$69.7K ﹤0.01% 4267
2023
Q4 		$289K Buy
117,156
+11,397
+11% +$29.5K ﹤0.01% 4234
2023
Q3 		$344K Buy
105,759
+85,931
+433% +$464K ﹤0.01% 3012
2023
Q2 		$158K Buy
19,828
+10,514
+113% +$77.1K ﹤0.01% 3363
2023
Q1 		$75.9K Buy
+9,314
New +$82.9K ﹤0.01% 4311

Other funds holding EXFY

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Prentiss Smith & Co
Prentiss Smith & Co Brattleboro, Vermont $177M AUM 17.01% 1-Year Est. Return

Barclays's EXFY Position: Q3 2026 in Review

Barclays increased its Expensify (EXFY) stake by 219% in Q3 2026, buying an estimated $419K and bringing the position to 283,693 shares worth $638K. The position accounts for ﹤0.01% of the portfolio, ranked #3332.

Barclays first reported a position in EXFY in Q1 2023 and has held it in 15 quarters since. 40 funds tracked by Wall St. Rank hold EXFY as of Q3 2026.

  • Barclays held 283,693 shares of Expensify worth $638K as of Q3 2026.
  • Barclays bought 194,767 Expensify shares in Q3 2026, an estimated $419K.
  • Expensify made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #3332 holding.
  • Barclays first reported a position in Expensify in Q1 2023 and has held it in 15 quarters since.
  • 40 funds tracked by Wall St. Rank held Expensify as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.