Jones Financial Companies
EXFY icon

Jones Financial Companies’s Expensify EXFY Stock Holding History

Jones Financial Companies’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 		$1.94K Buy
2,391
+391
+20% +$464 ﹤0.01% 4157
2025
Q4 		$3.02K Hold
2,000
– – ﹤0.01% 3695
2025
Q3 		$3.9K Hold
2,000
– – ﹤0.01% 3450
2025
Q2 		$5.1K Hold
2,000
– – ﹤0.01% 3128
2025
Q1 		$6.22K Hold
2,000
– – ﹤0.01% 2878
2024
Q4 		$6.7K Buy
+2,000
New +$5.38K ﹤0.01% 2668

Other funds holding EXFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $70.5B AUM 36% 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 $1.61T AUM 30.72% 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

Jones Financial Companies's EXFY Position: Q1 2026 in Review

Jones Financial Companies increased its Expensify (EXFY) stake by 20% in Q1 2026, buying an estimated $464 and bringing the position to 2,391 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #4157.

Jones Financial Companies first reported a position in EXFY in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.7K in Q4 2024. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Jones Financial Companies held 2,391 shares of Expensify worth $1.94K as of Q1 2026.
  • Jones Financial Companies bought 391 Expensify shares in Q1 2026, an estimated $464.
  • Expensify made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4157 holding.
  • Jones Financial Companies first reported a position in Expensify in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Expensify position peaked at $6.7K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.