EWA
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 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

EverSource Wealth Advisors's EXFY Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Expensify (EXFY) stake by 270% in Q1 2026, buying an estimated $1.65K and bringing the position to 1,900 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #3701.

EverSource Wealth Advisors first reported a position in EXFY in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.69K in Q1 2024. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • EverSource Wealth Advisors held 1,900 shares of Expensify worth $1.65K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,387 Expensify shares in Q1 2026, an estimated $1.65K.
  • Expensify made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3701 holding.
  • EverSource Wealth Advisors first reported a position in Expensify in Q1 2024 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Expensify position peaked at $1.69K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.