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
Q2 		$1.99M Sell
1,109,231
-2,885,275
-72% -$3.24M ﹤0.01% 4158
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

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
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
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BlackRock's EXFY Position: Q2 2026 in Review

BlackRock reduced its Expensify (EXFY) stake by 72% in Q2 2026, selling an estimated $3.24M and leaving 1,109,231 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #4158.

BlackRock first reported a position in EXFY in Q4 2021 and has held it in 19 quarters since. The position peaked at $42.1M in Q4 2021. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • BlackRock held 1,109,231 shares of Expensify worth $1.99M as of Q2 2026.
  • BlackRock sold 2,885,275 Expensify shares in Q2 2026, an estimated $3.24M.
  • Expensify made up ﹤0.01% of BlackRock's portfolio in Q2 2026, its #4158 holding.
  • BlackRock first reported a position in Expensify in Q4 2021 and has held it in 19 quarters since.
  • BlackRock's Expensify position peaked at $42.1M in Q4 2021.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on BlackRock's 13F filing for Q2 2026, filed 7 Aug 2026.