HSBC Holdings
EXFY icon

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
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

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

HSBC Holdings's EXFY Position: Q1 2026 in Review

HSBC Holdings held its Expensify (EXFY) position steady in Q1 2026 at 84,329 shares worth $75.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

HSBC Holdings first reported a position in EXFY in Q1 2023 and has held it in 13 quarters since. The position peaked at $321K in Q1 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • HSBC Holdings held 84,329 shares of Expensify worth $75.2K as of Q1 2026.
  • HSBC Holdings left its Expensify share count unchanged in Q1 2026.
  • Expensify made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2778 holding.
  • HSBC Holdings first reported a position in Expensify in Q1 2023 and has held it in 13 quarters since.
  • HSBC Holdings's Expensify position peaked at $321K in Q1 2023.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.