Lavelle Capital’s Expensify EXFY Stock Holding History

Lavelle Capital’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	$35.8K	Hold	20,000	–	–	0.02%	77
2026 Q1	$17.4K	Hold	20,000	–	–	0.01%	70
2025 Q4	$30.2K	Buy	+20,000	New	+$31.7K	0.02%	89

Other funds holding EXFY

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Lavelle Capital's EXFY Position: Q2 2026 in Review

Lavelle Capital held its Expensify (EXFY) position steady in Q2 2026 at 20,000 shares worth $35.8K. The position accounts for 0.02% of the portfolio, ranked #77.

Lavelle Capital first reported a position in EXFY in Q4 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Lavelle Capital held 20,000 shares of Expensify worth $35.8K as of Q2 2026.
Lavelle Capital left its Expensify share count unchanged in Q2 2026.
Expensify made up 0.02% of Lavelle Capital's portfolio in Q2 2026, its #77 holding.
Lavelle Capital first reported a position in Expensify in Q4 2025 and has held it in 3 quarters since.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.