Mackenzie Financial
EXFY icon

Mackenzie Financial’s Expensify EXFY Stock Holding History

Mackenzie Financial’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
-380,185
Closed -$331K – 1601
2026
Q1 		$331K Buy
380,185
+219,942
+137% +$261K ﹤0.01% 1287
2025
Q4 		$240K Buy
+160,243
New +$254K ﹤0.01% 1469
2024
Q2 		– Sell
-40,873
Closed -$75.2K – 1566
2024
Q1 		$75.2K Buy
40,873
+10,412
+34% +$19.8K ﹤0.01% 1452
2023
Q4 		$75.2K Buy
+30,461
New +$78.9K ﹤0.01% 1424

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

Mackenzie Financial's EXFY Position: Q2 2026 in Review

Mackenzie Financial sold out of Expensify (EXFY) in Q2 2026, closing a stake of 380,185 shares — an estimated $331K sold.

Mackenzie Financial first reported a position in EXFY in Q4 2023 and held it in 4 quarters. The position peaked at $331K in Q1 2026. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Mackenzie Financial reported no remaining Expensify position as of Q2 2026 after selling out during the quarter.
  • Mackenzie Financial sold 380,185 Expensify shares in Q2 2026, an estimated $331K.
  • Mackenzie Financial first reported a position in Expensify in Q4 2023 and held it in 4 quarters.
  • Mackenzie Financial's Expensify position peaked at $331K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.