Geode Capital Management
EXFY icon

Geode Capital Management’s Expensify EXFY Stock Holding History

Geode Capital Management’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 		$1.19M Sell
663,229
-706,730
-52% -$793K ﹤0.01% 3317
2026
Q1 		$1.19M Sell
1,369,959
-31,073
-2% -$36.9K ﹤0.01% 3303
2025
Q4 		$2.12M Sell
1,401,032
-6,563
-0.5% -$10.4K ﹤0.01% 3151
2025
Q3 		$2.6M Buy
1,407,595
+81,466
+6% +$165K ﹤0.01% 3097
2025
Q2 		$3.44M Buy
1,326,129
+759,982
+134% +$1.94M ﹤0.01% 2919
2025
Q1 		$1.72M Buy
566,147
+21,467
+4% +$74.6K ﹤0.01% 3099
2024
Q4 		$1.83M Buy
544,680
+29,732
+6% +$80K ﹤0.01% 3163
2024
Q3 		$1.01M Buy
514,948
+52,385
+11% +$109K ﹤0.01% 3353
2024
Q2 		$689K Sell
462,563
-623,772
-57% -$983K ﹤0.01% 3456
2024
Q1 		$2M Sell
1,086,335
-2,189
-0.2% -$4.16K ﹤0.01% 3108
2023
Q4 		$2.69M Buy
1,088,524
+69,980
+7% +$181K ﹤0.01% 2996
2023
Q3 		$3.31M Buy
1,018,544
+2,560
+0.3% +$13.8K ﹤0.01% 2851
2023
Q2 		$8.11M Buy
1,015,984
+584,734
+136% +$4.29M ﹤0.01% 2415
2023
Q1 		$3.51M Hold
431,250
– – ﹤0.01% 2787
2022
Q4 		$3.81M Buy
431,250
+19,958
+5% +$224K ﹤0.01% 2796
2022
Q3 		$6.12M Buy
411,292
+288,823
+236% +$5.39M ﹤0.01% 2562
2022
Q2 		$2.18M Sell
122,469
-3,016
-2% -$53.4K ﹤0.01% 3079
2022
Q1 		$2.2M Sell
125,485
-8,310
-6% -$203K ﹤0.01% 3214
2021
Q4 		$5.89M Buy
+133,795
New +$5.45M ﹤0.01% 2806

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

Geode Capital Management's EXFY Position: Q2 2026 in Review

Geode Capital Management reduced its Expensify (EXFY) stake by 52% in Q2 2026, selling an estimated $793K and leaving 663,229 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3317.

Geode Capital Management first reported a position in EXFY in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.11M in Q2 2023. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Geode Capital Management held 663,229 shares of Expensify worth $1.19M as of Q2 2026.
  • Geode Capital Management sold 706,730 Expensify shares in Q2 2026, an estimated $793K.
  • Expensify made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3317 holding.
  • Geode Capital Management first reported a position in Expensify in Q4 2021 and has held it in 19 quarters since.
  • Geode Capital Management's Expensify position peaked at $8.11M in Q2 2023.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.