Creative Planning’s Expensify EXFY Stock Holding History

Creative Planning’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	$54.9K	Buy	+63,059	New	+$74.8K	﹤0.01%	3975

Other funds holding EXFY

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 Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning's EXFY Position: Q1 2026 in Review

Creative Planning opened a new position in Expensify (EXFY) in Q1 2026: 63,059 shares worth $54.9K. The stake represents ﹤0.01% of the portfolio and ranks #3975 among its holdings.

104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

Creative Planning held 63,059 shares of Expensify worth $54.9K as of Q1 2026.
Expensify was a new Creative Planning position in Q1 2026.
Expensify made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3975 holding.
104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.