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Jefferies Financial Group’s Expensify EXFY Stock Holding History

Jefferies Financial Group’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
Q2 		– Sell
-50,485
Closed -$153K – 1472
2025
Q1 		$153K Sell
50,485
-9,237
-15% -$32.1K ﹤0.01% 1429
2024
Q4 		$200K Buy
59,722
+14,922
+33% +$40.1K ﹤0.01% 1384
2024
Q3 		$87.8K Buy
+44,800
New +$93K ﹤0.01% 1316

Other funds holding EXFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Jefferies Financial Group's EXFY Position: Q2 2025 in Review

Jefferies Financial Group sold out of Expensify (EXFY) in Q2 2025, closing a stake of 50,485 shares — an estimated $153K sold.

Jefferies Financial Group first reported a position in EXFY in Q3 2024 and held it in 3 quarters. The position peaked at $200K in Q4 2024. 97 funds tracked by Wall St. Rank hold EXFY as of Q2 2025.

  • Jefferies Financial Group reported no remaining Expensify position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 50,485 Expensify shares in Q2 2025, an estimated $153K.
  • Jefferies Financial Group first reported a position in Expensify in Q3 2024 and held it in 3 quarters.
  • Jefferies Financial Group's Expensify position peaked at $200K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Expensify as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.