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 Q2	$155K	Buy	86,538 +23,479	+37%	+$26.3K	﹤0.01%	3955
2026 Q1	$54.9K	Buy	+63,059	New	+$74.8K	﹤0.01%	3975

Other funds holding EXFY

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Creative Planning's EXFY Position: Q2 2026 in Review

Creative Planning increased its Expensify (EXFY) stake by 37% in Q2 2026, buying an estimated $26.3K and bringing the position to 86,538 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #3955.

Creative Planning first reported a position in EXFY in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Creative Planning held 86,538 shares of Expensify worth $155K as of Q2 2026.
Creative Planning bought 23,479 Expensify shares in Q2 2026, an estimated $26.3K.
Expensify made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3955 holding.
Creative Planning first reported a position in Expensify in Q1 2026 and has held it in 2 quarters since.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.