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INTECH Investment Management’s Expensify EXFY Stock Holding History

INTECH Investment 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
Q2 		– Sell
-15,833
Closed -$13.8K – 2154
2026
Q1 		$13.8K Sell
15,833
-11,212
-41% -$13.3K ﹤0.01% 2082
2025
Q4 		$40.8K Sell
27,045
-3,485
-11% -$5.52K ﹤0.01% 2276
2025
Q3 		$56.5K Buy
30,530
+1,801
+6% +$3.65K ﹤0.01% 2358
2025
Q2 		$74.4K Buy
+28,729
New +$73.4K ﹤0.01% 2359

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

INTECH Investment Management's EXFY Position: Q2 2026 in Review

INTECH Investment Management sold out of Expensify (EXFY) in Q2 2026, closing a stake of 15,833 shares — an estimated $13.8K sold.

INTECH Investment Management first reported a position in EXFY in Q2 2025 and held it in 4 quarters. The position peaked at $74.4K in Q2 2025. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • INTECH Investment Management reported no remaining Expensify position as of Q2 2026 after selling out during the quarter.
  • INTECH Investment Management sold 15,833 Expensify shares in Q2 2026, an estimated $13.8K.
  • INTECH Investment Management first reported a position in Expensify in Q2 2025 and held it in 4 quarters.
  • INTECH Investment Management's Expensify position peaked at $74.4K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.