Legal & General Group
EXFY icon

Legal & General Group’s Expensify EXFY Stock Holding History

Legal & General Group’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
-5,425
Closed -$4.72K – 3442
2026
Q1 		$4.72K Sell
5,425
-656
-11% -$778 ﹤0.01% 3295
2025
Q4 		$9.18K Hold
6,081
– – ﹤0.01% 3266
2025
Q3 		$11.3K Hold
6,081
– – ﹤0.01% 3255
2025
Q2 		$15.8K Buy
+6,081
New +$15.5K ﹤0.01% 3108
2024
Q2 		– Sell
-6,123
Closed -$11.3K – 3450
2024
Q1 		$11.3K Sell
6,123
-697
-10% -$1.32K ﹤0.01% 3178
2023
Q4 		$16.8K Sell
6,820
-86,537
-93% -$224K ﹤0.01% 3101
2023
Q3 		$303K Buy
93,357
+212
+0.2% +$1.15K ﹤0.01% 2624
2023
Q2 		$743K Buy
93,145
+30,682
+49% +$225K ﹤0.01% 2326
2023
Q1 		$509K Buy
62,463
+7,957
+15% +$70.8K ﹤0.01% 2310
2022
Q4 		$481K Buy
54,506
+50,995
+1,452% +$571K ﹤0.01% 2348
2022
Q3 		$52K Sell
3,511
-5,144
-59% -$96K ﹤0.01% 2965
2022
Q2 		$154K Buy
+8,655
New +$153K ﹤0.01% 2729
2022
Q1 		– Sell
-15,000
Closed -$659K – 3569
2021
Q4 		$659K Buy
+15,000
New +$611K ﹤0.01% 2335

Other funds holding EXFY

PA
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 $304M AUM 15.15% 1-Year Est. Return
CM
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

Legal & General Group's EXFY Position: Q2 2026 in Review

Legal & General Group sold out of Expensify (EXFY) in Q2 2026, closing a stake of 5,425 shares — an estimated $4.72K sold.

Legal & General Group first reported a position in EXFY in Q4 2021 and held it in 13 quarters. The position peaked at $743K in Q2 2023. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Legal & General Group reported no remaining Expensify position as of Q2 2026 after selling out during the quarter.
  • Legal & General Group sold 5,425 Expensify shares in Q2 2026, an estimated $4.72K.
  • Legal & General Group first reported a position in Expensify in Q4 2021 and held it in 13 quarters.
  • Legal & General Group's Expensify position peaked at $743K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.