Federated Hermes
EXFY icon

Federated Hermes’s Expensify EXFY Stock Holding History

Federated Hermes’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
2025
Q4 		– Sell
-161,146
Closed -$298K – 2109
2025
Q3 		$298K Sell
161,146
-1,838
-1% -$3.72K ﹤0.01% 1443
2025
Q2 		$422K Sell
162,984
-2,700
-2% -$6.9K ﹤0.01% 1377
2025
Q1 		$504K Sell
165,684
-2,078
-1% -$7.22K ﹤0.01% 1298
2024
Q4 		$562K Sell
167,762
-549
-0.3% -$1.48K ﹤0.01% 1285
2024
Q3 		$330K Sell
168,311
-4,839
-3% -$10K ﹤0.01% 1405
2024
Q2 		$258K Buy
173,150
+5,077
+3% +$8K ﹤0.01% 1435
2024
Q1 		$309K Buy
168,073
+6,927
+4% +$13.1K ﹤0.01% 1420
2023
Q4 		$398K Buy
161,146
+160,864
+57,044% +$416K ﹤0.01% 1398
2023
Q3 		$917 Sell
282
-49,718
-99% -$269K ﹤0.01% 2010
2023
Q2 		$399K Buy
50,000
+10,000
+25% +$73.4K ﹤0.01% 1434
2023
Q1 		$326K Buy
40,000
+10,000
+33% +$89K ﹤0.01% 1507
2022
Q4 		$265K Buy
+30,000
New +$336K ﹤0.01% 1516

Other funds holding EXFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Federated Hermes's EXFY Position: Q4 2025 in Review

Federated Hermes sold out of Expensify (EXFY) in Q4 2025, closing a stake of 161,146 shares — an estimated $298K sold.

Federated Hermes first reported a position in EXFY in Q4 2022 and held it in 12 quarters. The position peaked at $562K in Q4 2024. 109 funds tracked by Wall St. Rank hold EXFY as of Q4 2025.

  • Federated Hermes reported no remaining Expensify position as of Q4 2025 after selling out during the quarter.
  • Federated Hermes sold 161,146 Expensify shares in Q4 2025, an estimated $298K.
  • Federated Hermes first reported a position in Expensify in Q4 2022 and held it in 12 quarters.
  • Federated Hermes's Expensify position peaked at $562K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Expensify as of Q4 2025.

Based on Federated Hermes's 13F filing for Q4 2025, filed 12 Feb 2026.