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Cliff Asness’s Expensify EXFY Stock Holding History

Cliff Asness’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 		$3.73M Buy
2,085,857
+1,259,624
+152% +$1.41M ﹤0.01% 2192
2026
Q1 		$719K Buy
826,233
+665,420
+414% +$789K ﹤0.01% 2949
2025
Q4 		$243K Sell
160,813
-95,104
-37% -$151K ﹤0.01% 3271
2025
Q3 		$473K Buy
+255,917
New +$518K ﹤0.01% 2838
2025
Q1 		– Sell
-21,950
Closed -$73.5K – 3162
2024
Q4 		$73.5K Sell
21,950
-166,747
-88% -$448K ﹤0.01% 2790
2024
Q3 		$370K Sell
188,697
-856,654
-82% -$1.78M ﹤0.01% 2300
2024
Q2 		$1.56M Sell
1,045,351
-30,815
-3% -$48.6K ﹤0.01% 1563
2024
Q1 		$1.98M Buy
1,076,166
+652,087
+154% +$1.24M ﹤0.01% 1417
2023
Q4 		$1.05M Buy
424,079
+273,083
+181% +$707K ﹤0.01% 1585
2023
Q3 		$491K Buy
150,996
+57,576
+62% +$311K ﹤0.01% 1847
2023
Q2 		$745K Sell
93,420
-51,171
-35% -$375K ﹤0.01% 1675
2023
Q1 		$1.18M Buy
144,591
+57,363
+66% +$510K ﹤0.01% 1484
2022
Q4 		$770K Buy
+87,228
New +$977K ﹤0.01% 1648

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
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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Cliff Asness's EXFY Position: Q2 2026 in Review

Cliff Asness increased its Expensify (EXFY) stake by 152% in Q2 2026, buying an estimated $1.41M and bringing the position to 2,085,857 shares worth $3.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

Cliff Asness first reported a position in EXFY in Q4 2022 and has held it in 13 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Cliff Asness held 2,085,857 shares of Expensify worth $3.73M as of Q2 2026.
  • Cliff Asness bought 1,259,624 Expensify shares in Q2 2026, an estimated $1.41M.
  • Expensify made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2192 holding.
  • Cliff Asness first reported a position in Expensify in Q4 2022 and has held it in 13 quarters since.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.