Invesco
EXFY icon

Invesco’s Expensify EXFY Stock Holding History

Invesco’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
-43,591
Closed -$37.9K – 3863
2026
Q1 		$37.9K Buy
43,591
+11,566
+36% +$13.7K ﹤0.01% 3711
2025
Q4 		$48.4K Sell
32,025
-6,850
-18% -$10.9K ﹤0.01% 3708
2025
Q3 		$71.9K Buy
38,875
+947
+2% +$1.92K ﹤0.01% 3719
2025
Q2 		$98.2K Buy
+37,928
New +$96.9K ﹤0.01% 3654
2024
Q2 		– Sell
-56,071
Closed -$103K – 3911
2024
Q1 		$103K Buy
56,071
+31,634
+129% +$60K ﹤0.01% 3736
2023
Q4 		$60.4K Sell
24,437
-4,851
-17% -$12.6K ﹤0.01% 3736
2023
Q3 		$95.2K Buy
29,288
+659
+2% +$3.56K ﹤0.01% 3724
2023
Q2 		$228K Buy
+28,629
New +$210K ﹤0.01% 3575
2022
Q3 		– Sell
-386,435
Closed -$6.87M – 4008
2022
Q2 		$6.87M Buy
386,435
+165,347
+75% +$2.93M ﹤0.01% 2098
2022
Q1 		$3.88M Sell
221,088
-78,420
-26% -$1.91M ﹤0.01% 2499
2021
Q4 		$13.2M Buy
+299,508
New +$12.2M ﹤0.01% 1830

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

Invesco's EXFY Position: Q2 2026 in Review

Invesco sold out of Expensify (EXFY) in Q2 2026, closing a stake of 43,591 shares — an estimated $37.9K sold.

Invesco first reported a position in EXFY in Q4 2021 and held it in 11 quarters. The position peaked at $13.2M in Q4 2021. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Invesco reported no remaining Expensify position as of Q2 2026 after selling out during the quarter.
  • Invesco sold 43,591 Expensify shares in Q2 2026, an estimated $37.9K.
  • Invesco first reported a position in Expensify in Q4 2021 and held it in 11 quarters.
  • Invesco's Expensify position peaked at $13.2M in Q4 2021.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

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