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
Q2 		– Sell
-2,391
Closed -$1.94K – 5048
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

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
PVM
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
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Jones Financial Companies's EXFY Position: Q2 2026 in Review

Jones Financial Companies sold out of Expensify (EXFY) in Q2 2026, closing a stake of 2,391 shares — an estimated $1.94K sold.

Jones Financial Companies first reported a position in EXFY in Q4 2024 and held it in 6 quarters. The position peaked at $6.7K in Q4 2024. 100 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Jones Financial Companies reported no remaining Expensify position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 2,391 Expensify shares in Q2 2026, an estimated $1.94K.
  • Jones Financial Companies first reported a position in Expensify in Q4 2024 and held it in 6 quarters.
  • Jones Financial Companies's Expensify position peaked at $6.7K in Q4 2024.
  • 100 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.