D.E. Shaw & Co
EXFY icon

D.E. Shaw & Co’s Expensify EXFY Stock Holding History

D.E. Shaw & Co’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 		$1.15M Sell
1,318,100
-30,650
-2% -$36.4K ﹤0.01% 3348
2025
Q4 		$2.04M Sell
1,348,750
-177,243
-12% -$281K ﹤0.01% 3036
2025
Q3 		$2.82M Sell
1,525,993
-318,059
-17% -$644K ﹤0.01% 2708
2025
Q2 		$4.78M Sell
1,844,052
-239,066
-11% -$611K ﹤0.01% 2069
2025
Q1 		$6.33M Sell
2,083,118
-336,440
-14% -$1.17M 0.01% 1728
2024
Q4 		$8.11M Sell
2,419,558
-305,540
-11% -$822K 0.01% 1634
2024
Q3 		$5.34M Buy
2,725,098
+24,738
+0.9% +$51.4K ﹤0.01% 1900
2024
Q2 		$4.02M Sell
2,700,360
-107,033
-4% -$169K ﹤0.01% 2033
2024
Q1 		$5.17M Buy
2,807,393
+710,687
+34% +$1.35M ﹤0.01% 1858
2023
Q4 		$5.18M Buy
2,096,706
+1,059,863
+102% +$2.74M ﹤0.01% 1878
2023
Q3 		$3.37M Buy
1,036,843
+521,885
+101% +$2.82M ﹤0.01% 2163
2023
Q2 		$4.11M Buy
514,958
+171,489
+50% +$1.26M ﹤0.01% 2020
2023
Q1 		$2.8M Buy
343,469
+91,583
+36% +$815K ﹤0.01% 2438
2022
Q4 		$2.22M Buy
251,886
+208,986
+487% +$2.34M ﹤0.01% 2854
2022
Q3 		$638K Sell
42,900
-30,989
-42% -$578K ﹤0.01% 3888
2022
Q2 		$1.31M Sell
73,889
-15,347
-17% -$272K ﹤0.01% 3438
2022
Q1 		$1.57M Buy
+89,236
New +$2.18M ﹤0.01% 3541

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

D.E. Shaw & Co's EXFY Position: Q1 2026 in Review

D.E. Shaw & Co reduced its Expensify (EXFY) stake by 2.3% in Q1 2026, selling an estimated $36.4K and leaving 1,318,100 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #3348.

D.E. Shaw & Co first reported a position in EXFY in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.11M in Q4 2024. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • D.E. Shaw & Co held 1,318,100 shares of Expensify worth $1.15M as of Q1 2026.
  • D.E. Shaw & Co sold 30,650 Expensify shares in Q1 2026, an estimated $36.4K.
  • Expensify made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #3348 holding.
  • D.E. Shaw & Co first reported a position in Expensify in Q1 2022 and has held it in 17 quarters since.
  • D.E. Shaw & Co's Expensify position peaked at $8.11M in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.