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IFP Advisors’s Expensify EXFY Stock Holding History

IFP Advisors’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 		$870 Buy
486
+204
+72% +$229 ﹤0.01% 4539
2026
Q1 		$245 Buy
282
+210
+292% +$249 ﹤0.01% 4580
2025
Q4 		$109 Sell
72
-299
-81% -$474 ﹤0.01% 4574
2025
Q3 		$686 Buy
+371
New +$751 ﹤0.01% 4082

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

IFP Advisors's EXFY Position: Q2 2026 in Review

IFP Advisors increased its Expensify (EXFY) stake by 72% in Q2 2026, buying an estimated $229 and bringing the position to 486 shares worth $870. The position accounts for ﹤0.01% of the portfolio, ranked #4539.

IFP Advisors first reported a position in EXFY in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • IFP Advisors held 486 shares of Expensify worth $870 as of Q2 2026.
  • IFP Advisors bought 204 Expensify shares in Q2 2026, an estimated $229.
  • Expensify made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4539 holding.
  • IFP Advisors first reported a position in Expensify in Q3 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.