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
-38,700
Closed -$58.4K – 13314
2025
Q4 		$58.4K Sell
38,700
-9,800
-20% -$15.5K ﹤0.01% 11951
2025
Q3 		$89.7K Buy
+48,500
New +$98.2K ﹤0.01% 11912
2025
Q2 		– Sell
-20,400
Closed -$62K – 13237
2025
Q1 		$62K Sell
20,400
-29,600
-59% -$103K ﹤0.01% 12067
2024
Q4 		$168K Buy
50,000
+49,500
+9,900% +$133K ﹤0.01% 10713
2024
Q3 		$980 Buy
+500
New +$1.04K ﹤0.01% 13926
2024
Q1 		– Sell
-400
Closed -$988 – 14788
2023
Q4 		$988 Sell
400
-10,200
-96% -$26.4K ﹤0.01% 13900
2023
Q3 		$34.5K Sell
10,600
-16,600
-61% -$89.7K ﹤0.01% 12166
2023
Q2 		$217K Sell
27,200
-13,400
-33% -$98.3K ﹤0.01% 9708
2023
Q1 		$331K Buy
40,600
+18,900
+87% +$168K ﹤0.01% 9180
2022
Q4 		$192K Buy
21,700
+6,600
+44% +$73.9K ﹤0.01% 10216
2022
Q3 		$225K Buy
+15,100
New +$282K ﹤0.01% 10168

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.