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
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

BlackRock
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
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

Citadel Advisors's EXFY Position: Q1 2026 in Review

Citadel Advisors sold out of Expensify (EXFY) in Q1 2026, closing a stake of 48,231 shares — an estimated $72.8K sold.

Citadel Advisors first reported a position in EXFY in Q4 2021 and held it in 17 quarters. The position peaked at $9.05M in Q3 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Citadel Advisors reported no remaining Expensify position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 48,231 Expensify shares in Q1 2026, an estimated $72.8K.
  • Citadel Advisors first reported a position in Expensify in Q4 2021 and held it in 17 quarters.
  • Citadel Advisors's Expensify position peaked at $9.05M in Q3 2023.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.