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Dynamic Technology Lab’s Expensify EXFY Stock Holding History

Dynamic Technology Lab’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 		– Sell
-42,334
Closed -$64K – 964
2025
Q4 		$64K Sell
42,334
-69,115
-62% -$110K 0.01% 684
2025
Q3 		$206K Buy
111,449
+51,145
+85% +$104K 0.03% 676
2025
Q2 		$156K Buy
60,304
+13,388
+29% +$34.2K 0.02% 826
2025
Q1 		$142K Buy
+46,916
New +$163K 0.02% 875
2024
Q4 		– Sell
-44,880
Closed -$88K – 1041
2024
Q3 		$88K Buy
44,880
+22,504
+101% +$46.7K 0.01% 943
2024
Q2 		$33K Buy
+22,376
New +$35.3K ﹤0.01% 893
2023
Q2 		– Sell
-30,055
Closed -$245K – 1113
2023
Q1 		$245K Buy
+30,055
New +$267K 0.02% 853
2022
Q4 		– Sell
-11,831
Closed -$176K – 1216
2022
Q3 		$176K Buy
+11,831
New +$221K 0.02% 975

Other funds holding EXFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Dynamic Technology Lab's EXFY Position: Q1 2026 in Review

Dynamic Technology Lab sold out of Expensify (EXFY) in Q1 2026, closing a stake of 42,334 shares — an estimated $64K sold.

Dynamic Technology Lab first reported a position in EXFY in Q3 2022 and held it in 8 quarters. The position peaked at $245K in Q1 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Dynamic Technology Lab reported no remaining Expensify position as of Q1 2026 after selling out during the quarter.
  • Dynamic Technology Lab sold 42,334 Expensify shares in Q1 2026, an estimated $64K.
  • Dynamic Technology Lab first reported a position in Expensify in Q3 2022 and held it in 8 quarters.
  • Dynamic Technology Lab's Expensify position peaked at $245K in Q1 2023.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.