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EXFY icon

Essential Partners’s Expensify EXFY Stock Holding History

Essential Partners’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 		$4.87K Sell
2,723
-1,903
-41% -$2.13K ﹤0.01% 1554
2026
Q1 		$4.02K Buy
4,626
+3,746
+426% +$4.44K ﹤0.01% 1688
2025
Q4 		$1.33K Buy
880
+174
+25% +$276 ﹤0.01% 1936
2025
Q3 		$1.31K Buy
+706
New +$1.43K ﹤0.01% 1941

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

Essential Partners's EXFY Position: Q2 2026 in Review

Essential Partners reduced its Expensify (EXFY) stake by 41% in Q2 2026, selling an estimated $2.13K and leaving 2,723 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Essential Partners first reported a position in EXFY in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Essential Partners held 2,723 shares of Expensify worth $4.87K as of Q2 2026.
  • Essential Partners sold 1,903 Expensify shares in Q2 2026, an estimated $2.13K.
  • Expensify made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1554 holding.
  • Essential Partners first reported a position in Expensify in Q3 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.