Citadel Advisors
EXFY icon

Citadel Advisors’s Expensify EXFY Stock Holding History

Citadel Advisors’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 		$311K Buy
+173,558
New +$195K ﹤0.01% 11036
2026
Q1 		– Sell
-48,231
Closed -$72.8K – 13315
2025
Q4 		$72.8K Sell
48,231
-148,431
-75% -$235K ﹤0.01% 11850
2025
Q3 		$364K Sell
196,662
-466,338
-70% -$944K ﹤0.01% 9900
2025
Q2 		$1.72M Buy
663,000
+71,505
+12% +$183K ﹤0.01% 5996
2025
Q1 		$1.8M Buy
591,495
+136,628
+30% +$475K ﹤0.01% 5736
2024
Q4 		$1.52M Sell
454,867
-737,075
-62% -$1.98M ﹤0.01% 6196
2024
Q3 		$2.34M Sell
1,191,942
-89,604
-7% -$186K ﹤0.01% 5241
2024
Q2 		$1.91M Sell
1,281,546
-197,277
-13% -$311K ﹤0.01% 5411
2024
Q1 		$2.72M Sell
1,478,823
-1,315,153
-47% -$2.5M ﹤0.01% 4955
2023
Q4 		$6.9M Buy
2,793,976
+9,396
+0.3% +$24.3K ﹤0.01% 3347
2023
Q3 		$9.05M Buy
2,784,580
+2,601,792
+1,423% +$14.1M ﹤0.01% 2817
2023
Q2 		$1.46M Buy
182,788
+161,155
+745% +$1.18M ﹤0.01% 5724
2023
Q1 		$176K Buy
21,633
+21,268
+5,827% +$189K ﹤0.01% 10383
2022
Q4 		$3.22K Sell
365
-135,051
-100% -$1.51M ﹤0.01% 14239
2022
Q3 		$2.02M Sell
135,416
-213,015
-61% -$3.98M ﹤0.01% 5566
2022
Q2 		$6.2M Sell
348,431
-99,752
-22% -$1.77M ﹤0.01% 3414
2022
Q1 		$7.87M Buy
448,183
+427,266
+2,043% +$10.4M ﹤0.01% 3346
2021
Q4 		$920K Buy
+20,917
New +$851K ﹤0.01% 8156

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

Citadel Advisors's EXFY Position: Q2 2026 in Review

Citadel Advisors opened a new position in Expensify (EXFY) in Q2 2026: 173,558 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #11036 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in EXFY as recently as Q4 2025.

Citadel Advisors first reported a position in EXFY in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.05M in Q3 2023. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Citadel Advisors held 173,558 shares of Expensify worth $311K as of Q2 2026.
  • Expensify was a new Citadel Advisors position in Q2 2026.
  • Expensify made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #11036 holding.
  • Citadel Advisors first reported a position in Expensify in Q4 2021 and has held it in 18 quarters since.
  • Citadel Advisors's Expensify position peaked at $9.05M in Q3 2023.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.