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EXFY icon

Dmitry Balyasny’s Expensify EXFY Stock Holding History

Dmitry Balyasny’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 		$66.9K Sell
37,387
-12,593
-25% -$14.1K ﹤0.01% 2900
2026
Q1 		$43.5K Buy
49,980
+18,365
+58% +$21.8K ﹤0.01% 2782
2025
Q4 		$47.7K Buy
31,615
+17,634
+126% +$27.9K ﹤0.01% 3008
2025
Q3 		$25.9K Buy
+13,981
New +$28.3K ﹤0.01% 2833
2025
Q2 		– Sell
-68,339
Closed -$208K – 2979
2025
Q1 		$208K Buy
68,339
+13,972
+26% +$48.5K ﹤0.01% 2578
2024
Q4 		$182K Buy
+54,367
New +$146K ﹤0.01% 2539
2024
Q3 		– Sell
-11,325
Closed -$16.9K – 2864
2024
Q2 		$16.9K Buy
+11,325
New +$17.9K ﹤0.01% 2477
2023
Q2 		– Sell
-55,105
Closed -$449K – 2424
2023
Q1 		$449K Buy
55,105
+41,732
+312% +$371K ﹤0.01% 1979
2022
Q4 		$118K Buy
+13,373
New +$150K ﹤0.01% 2227
2022
Q1 		– Sell
-61,578
Closed -$2.71M – 2581
2021
Q4 		$2.71M Buy
+61,578
New +$2.51M 0.01% 1095

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
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
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Dmitry Balyasny's EXFY Position: Q2 2026 in Review

Dmitry Balyasny reduced its Expensify (EXFY) stake by 25% in Q2 2026, selling an estimated $14.1K and leaving 37,387 shares worth $66.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2900.

Dmitry Balyasny first reported a position in EXFY in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.71M in Q4 2021. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Dmitry Balyasny held 37,387 shares of Expensify worth $66.9K as of Q2 2026.
  • Dmitry Balyasny sold 12,593 Expensify shares in Q2 2026, an estimated $14.1K.
  • Expensify made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2900 holding.
  • Dmitry Balyasny first reported a position in Expensify in Q4 2021 and has held it in 10 quarters since.
  • Dmitry Balyasny's Expensify position peaked at $2.71M in Q4 2021.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.