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
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

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
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
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Geode Capital Management's EXFY Position: Q1 2026 in Review

Geode Capital Management reduced its Expensify (EXFY) stake by 2.2% in Q1 2026, selling an estimated $36.9K and leaving 1,369,959 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3303.

Geode Capital Management first reported a position in EXFY in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.11M in Q2 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Geode Capital Management held 1,369,959 shares of Expensify worth $1.19M as of Q1 2026.
  • Geode Capital Management sold 31,073 Expensify shares in Q1 2026, an estimated $36.9K.
  • Expensify made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #3303 holding.
  • Geode Capital Management first reported a position in Expensify in Q4 2021 and has held it in 18 quarters since.
  • Geode Capital Management's Expensify position peaked at $8.11M in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.