Bridgeway Capital Management’s Expensify EXFY Stock Holding History

Bridgeway Capital 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	$82K	Sell	94,300 -50,000	-35%	-$59.3K	﹤0.01%	1148
2025 Q4	$218K	Hold	144,300	–	–	﹤0.01%	999
2025 Q3	$267K	Sell	144,300 -50,000	-26%	-$101K	0.01%	956
2025 Q2	$503K	Hold	194,300	–	–	0.01%	775
2025 Q1	$591K	Buy	194,300 +5,000	+3%	+$17.4K	0.01%	714
2024 Q4	$634K	Buy	189,300 +31,300	+20%	+$84.2K	0.01%	772
2024 Q3	$310K	Hold	158,000	–	–	0.01%	970
2024 Q2	$235K	Sell	158,000 -50,000	-24%	-$78.8K	0.01%	1017
2024 Q1	$383K	Buy	208,000 +154,535	+289%	+$293K	0.01%	989
2023 Q4	$132K	Buy	+53,465	New	+$138K	﹤0.01%	1201

Other funds holding EXFY

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 Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bridgeway Capital Management's EXFY Position: Q1 2026 in Review

Bridgeway Capital Management reduced its Expensify (EXFY) stake by 35% in Q1 2026, selling an estimated $59.3K and leaving 94,300 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Bridgeway Capital Management first reported a position in EXFY in Q4 2023 and has held it in 10 quarters since. The position peaked at $634K in Q4 2024. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

Bridgeway Capital Management held 94,300 shares of Expensify worth $82K as of Q1 2026.
Bridgeway Capital Management sold 50,000 Expensify shares in Q1 2026, an estimated $59.3K.
Expensify made up ﹤0.01% of Bridgeway Capital Management's portfolio in Q1 2026, its #1148 holding.
Bridgeway Capital Management first reported a position in Expensify in Q4 2023 and has held it in 10 quarters since.
Bridgeway Capital Management's Expensify position peaked at $634K in Q4 2024.
104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

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