EverSource Wealth Advisors’s Expensify EXFY Stock Holding History

EverSource Wealth 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 Q2	$7.61K	Buy	4,251 +2,351	+124%	+$2.64K	﹤0.01%	3066
2026 Q1	$1.65K	Buy	1,900 +1,387	+270%	+$1.65K	﹤0.01%	3701
2025 Q4	$775	Sell	513 -175	-25%	-$277	﹤0.01%	3773
2025 Q3	$1.27K	Buy	+688	New	+$1.39K	﹤0.01%	3685
2024 Q2	–	Sell	-1,059	Closed	-$1.69K	–	3089
2024 Q1	$1.69K	Buy	+1,059	New	+$2.01K	﹤0.01%	2435

Other funds holding EXFY

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $306M AUM 15.41% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

EverSource Wealth Advisors's EXFY Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Expensify (EXFY) stake by 124% in Q2 2026, buying an estimated $2.64K and bringing the position to 4,251 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #3066.

EverSource Wealth Advisors first reported a position in EXFY in Q1 2024 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

EverSource Wealth Advisors held 4,251 shares of Expensify worth $7.61K as of Q2 2026.
EverSource Wealth Advisors bought 2,351 Expensify shares in Q2 2026, an estimated $2.64K.
Expensify made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3066 holding.
EverSource Wealth Advisors first reported a position in Expensify in Q1 2024 and has held it in 5 quarters since.
100 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.