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
Q2 		$1.34M Buy
746,700
+21,700
+3% +$24.4K ﹤0.01% 2176
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 		$2.74M 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

Parallel Advisors
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
Palogic Value Management
Palogic Value Management Dallas, Texas $306M AUM 15.41% 1-Year Est. Return
CastleKnight Management
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
Formula Growth
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Jim Simons's EXFY Position: Q2 2026 in Review

Jim Simons increased its Expensify (EXFY) stake by 3% in Q2 2026, buying an estimated $24.4K and bringing the position to 746,700 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Jim Simons first reported a position in EXFY in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.23M in Q4 2024. 100 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Jim Simons held 746,700 shares of Expensify worth $1.34M as of Q2 2026.
  • Jim Simons bought 21,700 Expensify shares in Q2 2026, an estimated $24.4K.
  • Expensify made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2176 holding.
  • Jim Simons first reported a position in Expensify in Q1 2022 and has held it in 18 quarters since.
  • Jim Simons's Expensify position peaked at $3.23M in Q4 2024.
  • 100 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.