Cerity Partners’s Expensify EXFY Stock Holding History

Cerity Partners’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	$151K	Buy	84,144 +51,542	+158%	+$57.8K	﹤0.01%	3136
2026 Q1	$28.4K	Buy	+32,602	New	+$38.7K	﹤0.01%	3156

Other funds holding EXFY

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Cerity Partners's EXFY Position: Q2 2026 in Review

Cerity Partners increased its Expensify (EXFY) stake by 158% in Q2 2026, buying an estimated $57.8K and bringing the position to 84,144 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #3136.

Cerity Partners first reported a position in EXFY in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Cerity Partners held 84,144 shares of Expensify worth $151K as of Q2 2026.
Cerity Partners bought 51,542 Expensify shares in Q2 2026, an estimated $57.8K.
Expensify made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3136 holding.
Cerity Partners first reported a position in Expensify in Q1 2026 and has held it in 2 quarters since.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.