HSBC Holdings’s Expensify EXFY Stock Holding History

HSBC Holdings’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	$147K	Sell	82,774 -1,555	-2%	-$1.75K	﹤0.01%	2756
2026 Q1	$75.2K	Hold	84,329	–	–	﹤0.01%	2778
2025 Q4	$127K	Buy	84,329 +20,465	+32%	+$32.4K	﹤0.01%	2763
2025 Q3	$119K	Buy	63,864 +2,684	+4%	+$5.44K	﹤0.01%	2575
2025 Q2	$156K	Buy	61,180 +5,688	+10%	+$14.5K	﹤0.01%	2756
2025 Q1	$170K	Sell	55,492 -7,825	-12%	-$27.2K	﹤0.01%	2663
2024 Q4	$214K	Sell	63,317 -40	-0.1%	-$108	﹤0.01%	2681
2024 Q3	$125K	Sell	63,357 -6,300	-9%	-$13.1K	﹤0.01%	2756
2024 Q2	$102K	Hold	69,657	–	–	﹤0.01%	2727
2024 Q1	$128K	Sell	69,657 -28,973	-29%	-$55K	﹤0.01%	2792
2023 Q4	$248K	Buy	98,630 +42,754	+77%	+$111K	﹤0.01%	2370
2023 Q3	$184K	Buy	55,876 +21,700	+63%	+$117K	﹤0.01%	2435
2023 Q2	$276K	Sell	34,176 -6,054	-15%	-$44.4K	﹤0.01%	2188
2023 Q1	$321K	Buy	+40,230	New	+$358K	﹤0.01%	2205

Other funds holding EXFY

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $306M AUM 15.41% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

HSBC Holdings's EXFY Position: Q2 2026 in Review

HSBC Holdings reduced its Expensify (EXFY) stake by 1.8% in Q2 2026, selling an estimated $1.75K and leaving 82,774 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

HSBC Holdings first reported a position in EXFY in Q1 2023 and has held it in 14 quarters since. The position peaked at $321K in Q1 2023. 100 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

HSBC Holdings held 82,774 shares of Expensify worth $147K as of Q2 2026.
HSBC Holdings sold 1,555 Expensify shares in Q2 2026, an estimated $1.75K.
Expensify made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2756 holding.
HSBC Holdings first reported a position in Expensify in Q1 2023 and has held it in 14 quarters since.
HSBC Holdings's Expensify position peaked at $321K in Q1 2023.
100 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.