JY
EXFY icon

Jeff Yass’s Expensify EXFY Stock Holding History

Jeff Yass’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
2025
Q3 		– Sell
-60,300
Closed -$156K – 12779
2025
Q2 		$156K Sell
60,300
-34,100
-36% -$87.1K ﹤0.01% 11468
2025
Q1 		$287K Buy
94,400
+41,300
+78% +$143K ﹤0.01% 10155
2024
Q4 		$178K Buy
+53,100
New +$143K ﹤0.01% 10856
2023
Q4 		– Sell
-20,700
Closed -$67.3K – 12602
2023
Q3 		$67.3K Buy
+20,700
New +$112K ﹤0.01% 11150
2023
Q1 		– Sell
-26,700
Closed -$236K – 12804
2022
Q4 		$236K Buy
26,700
+12,500
+88% +$140K ﹤0.01% 9715
2022
Q3 		$211K Buy
+14,200
New +$265K ﹤0.01% 10702

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

Jeff Yass's EXFY Position: Q2 2026 in Review

Jeff Yass reduced its Expensify (EXFY) stake by 60% in Q2 2026, selling an estimated $66K and leaving 38,712 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #12695.

Jeff Yass first reported a position in EXFY in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.25M in Q1 2025. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Jeff Yass held 38,712 shares of Expensify worth $69.3K as of Q2 2026.
  • Jeff Yass sold 58,838 Expensify shares in Q2 2026, an estimated $66K.
  • Expensify made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12695 holding.
  • Jeff Yass first reported a position in Expensify in Q3 2022 and has held it in 15 quarters since.
  • Jeff Yass's Expensify position peaked at $3.25M in Q1 2025.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.