BlackRock
EXFY icon

BlackRock’s Expensify EXFY Stock Holding History

BlackRock’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 		$3.47M Sell
3,994,506
-76,884
-2% -$91.2K ﹤0.01% 3964
2025
Q4 		$6.15M Sell
4,071,390
-86,207
-2% -$137K ﹤0.01% 3749
2025
Q3 		$7.69M Buy
4,157,597
+152,660
+4% +$309K ﹤0.01% 3579
2025
Q2 		$10.4M Buy
4,004,937
+2,824,588
+239% +$7.22M ﹤0.01% 3398
2025
Q1 		$3.59M Sell
1,180,349
-5,446
-0.5% -$18.9K ﹤0.01% 3768
2024
Q4 		$3.97M Buy
1,185,795
+73,362
+7% +$197K ﹤0.01% 3821
2024
Q3 		$2.18M Buy
1,112,433
+1,551
+0.1% +$3.22K ﹤0.01% 3971
2024
Q2 		$1.66M Sell
1,110,882
-2,898,416
-72% -$4.57M ﹤0.01% 4021
2024
Q1 		$7.38M Sell
4,009,298
-215,845
-5% -$410K ﹤0.01% 3511
2023
Q4 		$10.4M Buy
4,225,143
+144,459
+4% +$374K ﹤0.01% 3379
2023
Q3 		$13.3M Sell
4,080,684
-35,586
-0.9% -$192K ﹤0.01% 3160
2023
Q2 		$32.8M Buy
4,116,270
+3,053,582
+287% +$22.4M ﹤0.01% 2733
2023
Q1 		$8.66M Sell
1,062,688
-333,869
-24% -$2.97M ﹤0.01% 3391
2022
Q4 		$12.3M Buy
1,396,557
+46,840
+3% +$525K ﹤0.01% 3294
2022
Q3 		$20.1M Buy
1,349,717
+512,628
+61% +$9.57M ﹤0.01% 3026
2022
Q2 		$14.9M Buy
837,089
+92,407
+12% +$1.64M ﹤0.01% 3256
2022
Q1 		$13.1M Sell
744,682
-211,332
-22% -$5.15M ﹤0.01% 3438
2021
Q4 		$42.1M Buy
+956,014
New +$38.9M ﹤0.01% 2768

Other funds holding EXFY

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
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

BlackRock's EXFY Position: Q1 2026 in Review

BlackRock reduced its Expensify (EXFY) stake by 1.9% in Q1 2026, selling an estimated $91.2K and leaving 3,994,506 shares worth $3.47M. The position accounts for ﹤0.01% of the portfolio, ranked #3964.

BlackRock first reported a position in EXFY in Q4 2021 and has held it in 18 quarters since. The position peaked at $42.1M in Q4 2021. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • BlackRock held 3,994,506 shares of Expensify worth $3.47M as of Q1 2026.
  • BlackRock sold 76,884 Expensify shares in Q1 2026, an estimated $91.2K.
  • Expensify made up ﹤0.01% of BlackRock's portfolio in Q1 2026, its #3964 holding.
  • BlackRock first reported a position in Expensify in Q4 2021 and has held it in 18 quarters since.
  • BlackRock's Expensify position peaked at $42.1M in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

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