Fidelity Investments
EXFY icon

Fidelity Investments’s Expensify EXFY Stock Holding History

Fidelity Investments’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 		$28.9K Buy
33,193
+12,874
+63% +$15.3K ﹤0.01% 4362
2025
Q4 		$30.7K Buy
20,319
+17,481
+616% +$27.7K ﹤0.01% 4302
2025
Q3 		$5.25K Buy
2,838
+579
+26% +$1.17K ﹤0.01% 4775
2025
Q2 		$5.85K Sell
2,259
-1,025
-31% -$2.62K ﹤0.01% 4675
2025
Q1 		$9.98K Buy
3,284
+1,575
+92% +$5.47K ﹤0.01% 4501
2024
Q4 		$5.72K Hold
1,709
– – ﹤0.01% 4637
2024
Q3 		$3.35K Sell
1,709
-146
-8% -$303 ﹤0.01% 4699
2024
Q2 		$2.76K Sell
1,855
-3,038
-62% -$4.79K ﹤0.01% 4671
2024
Q1 		$9K Buy
4,893
+4,167
+574% +$7.91K ﹤0.01% 4314
2023
Q4 		$1.79K Sell
726
-711
-49% -$1.84K ﹤0.01% 4669
2023
Q3 		$4.67K Buy
1,437
+740
+106% +$4K ﹤0.01% 4346
2023
Q2 		$5.56K Buy
+697
New +$5.11K ﹤0.01% 4332
2023
Q1 		– Sell
-4
Closed -$34 – 5360
2022
Q4 		$34 Sell
4
-230
-98% -$2.58K ﹤0.01% 5010
2022
Q3 		$3K Sell
234
-833
-78% -$15.5K ﹤0.01% 4457
2022
Q2 		$19K Sell
1,067
-13,924
-93% -$246K ﹤0.01% 3896
2022
Q1 		$264K Sell
14,991
-869,789
-98% -$21.2M ﹤0.01% 3187
2021
Q4 		$38.9M Buy
+884,780
New +$36M ﹤0.01% 1527

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

Fidelity Investments's EXFY Position: Q1 2026 in Review

Fidelity Investments increased its Expensify (EXFY) stake by 63% in Q1 2026, buying an estimated $15.3K and bringing the position to 33,193 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4362.

Fidelity Investments first reported a position in EXFY in Q4 2021 and has held it in 17 quarters since. The position peaked at $38.9M in Q4 2021. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Fidelity Investments held 33,193 shares of Expensify worth $28.9K as of Q1 2026.
  • Fidelity Investments bought 12,874 Expensify shares in Q1 2026, an estimated $15.3K.
  • Expensify made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4362 holding.
  • Fidelity Investments first reported a position in Expensify in Q4 2021 and has held it in 17 quarters since.
  • Fidelity Investments's Expensify position peaked at $38.9M in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.