Citigroup
EXFY icon

Citigroup’s Expensify EXFY Stock Holding History

Citigroup’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 		$59 Sell
33
-2,937
-99% -$3.3K ﹤0.01% 5540
2026
Q1 		$2.58K Sell
2,970
-54,874
-95% -$65.1K ﹤0.01% 5393
2025
Q4 		$87.3K Buy
57,844
+56,159
+3,333% +$89K ﹤0.01% 4377
2025
Q3 		$3.12K Sell
1,685
-19,006
-92% -$38.5K ﹤0.01% 5370
2025
Q2 		$53.6K Buy
20,691
+5,865
+40% +$15K ﹤0.01% 4718
2025
Q1 		$45.1K Sell
14,826
-179,303
-92% -$623K ﹤0.01% 4897
2024
Q4 		$650K Sell
194,129
-59,045
-23% -$159K ﹤0.01% 3643
2024
Q3 		$496K Buy
+253,174
New +$526K ﹤0.01% 3735
2024
Q2 		– Sell
-9,276
Closed -$17.1K – 5638
2024
Q1 		$17.1K Sell
9,276
-4,569
-33% -$8.67K ﹤0.01% 5081
2023
Q4 		$34.2K Sell
13,845
-35,744
-72% -$92.5K ﹤0.01% 4719
2023
Q3 		$161K Buy
49,589
+32,279
+186% +$174K ﹤0.01% 3763
2023
Q2 		$138K Buy
17,310
+16,965
+4,917% +$124K ﹤0.01% 4087
2023
Q1 		$2.81K Buy
345
+4
+1% +$36 ﹤0.01% 5049
2022
Q4 		$3.01K Sell
341
-164
-32% -$1.84K ﹤0.01% 5144
2022
Q3 		$8K Buy
505
+173
+52% +$3.23K ﹤0.01% 5061
2022
Q2 		$6K Buy
+332
New +$5.88K ﹤0.01% 5543

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

Citigroup's EXFY Position: Q2 2026 in Review

Citigroup reduced its Expensify (EXFY) stake by 99% in Q2 2026, selling an estimated $3.3K and leaving 33 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #5540.

Citigroup first reported a position in EXFY in Q2 2022 and has held it in 16 quarters since. The position peaked at $650K in Q4 2024. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Citigroup held 33 shares of Expensify worth $59 as of Q2 2026.
  • Citigroup sold 2,937 Expensify shares in Q2 2026, an estimated $3.3K.
  • Expensify made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #5540 holding.
  • Citigroup first reported a position in Expensify in Q2 2022 and has held it in 16 quarters since.
  • Citigroup's Expensify position peaked at $650K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.