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Covestor’s Expensify EXFY Stock Holding History

Covestor’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
-1,567
Closed -$2K – 2411
2025
Q4 		$2K Buy
1,567
+6
+0.4% +$10 ﹤0.01% 1913
2025
Q3 		$3K Buy
+1,561
New +$3.16K ﹤0.01% 1881

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

Covestor's EXFY Position: Q1 2026 in Review

Covestor sold out of Expensify (EXFY) in Q1 2026, closing a stake of 1,567 shares — an estimated $2K sold.

Covestor first reported a position in EXFY in Q3 2025 and held it in 2 quarters. The position peaked at $3K in Q3 2025. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Covestor reported no remaining Expensify position as of Q1 2026 after selling out during the quarter.
  • Covestor sold 1,567 Expensify shares in Q1 2026, an estimated $2K.
  • Covestor first reported a position in Expensify in Q3 2025 and held it in 2 quarters.
  • Covestor's Expensify position peaked at $3K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.