CA
EXFY icon

Clearstead Advisors’s Expensify EXFY Stock Holding History

Clearstead 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 		$11 Buy
+6
New +$7 ﹤0.01% 3617
2026
Q1 		– Sell
-2
Closed -$4 – 2448
2025
Q4 		$4 Sell
2
-198
-99% -$314 ﹤0.01% 2727
2025
Q3 		$370 Buy
+200
New +$405 ﹤0.01% 2775

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

Clearstead Advisors's EXFY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Expensify (EXFY) in Q2 2026: 6 shares worth $11. The stake represents ﹤0.01% of the portfolio and ranks #3617 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EXFY as recently as Q4 2025.

Clearstead Advisors first reported a position in EXFY in Q3 2025 and has held it in 3 quarters since. The position peaked at $370 in Q3 2025. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Clearstead Advisors held 6 shares of Expensify worth $11 as of Q2 2026.
  • Expensify was a new Clearstead Advisors position in Q2 2026.
  • Expensify made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3617 holding.
  • Clearstead Advisors first reported a position in Expensify in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Expensify position peaked at $370 in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.