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
Q1 		$45.4K Sell
52,163
-82,526
-61% -$97.9K ﹤0.01% 4358
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Barclays's EXFY Position: Q1 2026 in Review

Barclays reduced its Expensify (EXFY) stake by 61% in Q1 2026, selling an estimated $97.9K and leaving 52,163 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4358.

Barclays first reported a position in EXFY in Q1 2023 and has held it in 13 quarters since. The position peaked at $520K in Q1 2025. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Barclays held 52,163 shares of Expensify worth $45.4K as of Q1 2026.
  • Barclays sold 82,526 Expensify shares in Q1 2026, an estimated $97.9K.
  • Expensify made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #4358 holding.
  • Barclays first reported a position in Expensify in Q1 2023 and has held it in 13 quarters since.
  • Barclays's Expensify position peaked at $520K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.