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Globeflex Capital’s Expensify EXFY Stock Holding History

Globeflex Capital’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 		– Sell
-21,801
Closed -$32.9K – 422
2025
Q4 		$32.9K Hold
21,801
– – 0.01% 389
2025
Q3 		$40.3K Sell
21,801
-304,643
-93% -$617K 0.01% 388
2025
Q2 		$845K Buy
+326,444
New +$834K 0.07% 204

Other funds holding EXFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
CastleKnight Management New York $7.38B AUM 133.13% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Globeflex Capital's EXFY Position: Q1 2026 in Review

Globeflex Capital sold out of Expensify (EXFY) in Q1 2026, closing a stake of 21,801 shares — an estimated $32.9K sold.

Globeflex Capital first reported a position in EXFY in Q2 2025 and held it in 3 quarters. The position peaked at $845K in Q2 2025. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Globeflex Capital reported no remaining Expensify position as of Q1 2026 after selling out during the quarter.
  • Globeflex Capital sold 21,801 Expensify shares in Q1 2026, an estimated $32.9K.
  • Globeflex Capital first reported a position in Expensify in Q2 2025 and held it in 3 quarters.
  • Globeflex Capital's Expensify position peaked at $845K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.