Dimensional Fund Advisors
EXFY icon

Dimensional Fund Advisors’s Expensify EXFY Stock Holding History

Dimensional Fund Advisors’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 		$67.7K Sell
78,173
-68,921
-47% -$81.8K ﹤0.01% 3150
2025
Q4 		$222K Sell
147,094
-150,762
-51% -$239K ﹤0.01% 3079
2025
Q3 		$552K Sell
297,856
-83,090
-22% -$168K ﹤0.01% 2980
2025
Q2 		$986K Buy
380,946
+227,190
+148% +$581K ﹤0.01% 2888
2025
Q1 		$468K Buy
153,756
+98,127
+176% +$341K ﹤0.01% 3011
2024
Q4 		$187K Buy
+55,629
New +$150K ﹤0.01% 3174

Other funds holding EXFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Dimensional Fund Advisors's EXFY Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its Expensify (EXFY) stake by 47% in Q1 2026, selling an estimated $81.8K and leaving 78,173 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3150.

Dimensional Fund Advisors first reported a position in EXFY in Q4 2024 and has held it in 6 quarters since. The position peaked at $986K in Q2 2025. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Dimensional Fund Advisors held 78,173 shares of Expensify worth $67.7K as of Q1 2026.
  • Dimensional Fund Advisors sold 68,921 Expensify shares in Q1 2026, an estimated $81.8K.
  • Expensify made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #3150 holding.
  • Dimensional Fund Advisors first reported a position in Expensify in Q4 2024 and has held it in 6 quarters since.
  • Dimensional Fund Advisors's Expensify position peaked at $986K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.