Jim Simons
EXFY icon

Jim Simons’s Expensify EXFY Stock Holding History

Jim Simons’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
Q1 		$631K Buy
725,000
+45,400
+7% +$53.9K ﹤0.01% 2503
2025
Q4 		$1.03M Sell
679,600
-24,250
-3% -$38.4K ﹤0.01% 2263
2025
Q3 		$1.3M Sell
703,850
-414,350
-37% -$839K ﹤0.01% 2344
2025
Q2 		$2.9M Buy
1,118,200
+180,100
+19% +$460K ﹤0.01% 1876
2025
Q1 		$2.85M Sell
938,100
-27,100
-3% -$94.2K ﹤0.01% 1774
2024
Q4 		$3.23M Sell
965,200
-363,041
-27% -$976K ﹤0.01% 1725
2024
Q3 		$2.6M Buy
1,328,241
+251,241
+23% +$522K ﹤0.01% 1851
2024
Q2 		$1.6M Sell
1,077,000
-163,800
-13% -$258K ﹤0.01% 2015
2024
Q1 		$2.28M Buy
1,240,800
+360,000
+41% +$683K ﹤0.01% 1945
2023
Q4 		$2.18M Buy
880,800
+71,500
+9% +$185K ﹤0.01% 1900
2023
Q3 		$2.63M Buy
809,300
+469,600
+138% +$2.54M ﹤0.01% 1698
2023
Q2 		$2.71M Buy
339,700
+215,900
+174% +$1.58M ﹤0.01% 1809
2023
Q1 		$1.01M Sell
123,800
-96,800
-44% -$861K ﹤0.01% 2475
2022
Q4 		$1.95M Buy
220,600
+36,800
+20% +$412K ﹤0.01% 2084
2022
Q3 		$2.73M Buy
183,800
+92,305
+101% +$1.72M ﹤0.01% 1820
2022
Q2 		$1.63M Sell
91,495
-31,905
-26% -$565K ﹤0.01% 2346
2022
Q1 		$2.17M Buy
+123,400
New +$3.01M ﹤0.01% 2181

Other funds holding EXFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Jim Simons's EXFY Position: Q1 2026 in Review

Jim Simons increased its Expensify (EXFY) stake by 6.7% in Q1 2026, buying an estimated $53.9K and bringing the position to 725,000 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Jim Simons first reported a position in EXFY in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.23M in Q4 2024. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Jim Simons held 725,000 shares of Expensify worth $631K as of Q1 2026.
  • Jim Simons bought 45,400 Expensify shares in Q1 2026, an estimated $53.9K.
  • Expensify made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2503 holding.
  • Jim Simons first reported a position in Expensify in Q1 2022 and has held it in 17 quarters since.
  • Jim Simons's Expensify position peaked at $3.23M in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.