Mariner
EXFY icon

Mariner’s Expensify EXFY Stock Holding History

Mariner’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 		$29.1K Buy
33,487
+17,990
+116% +$21.3K ﹤0.01% 3470
2025
Q4 		$23.4K Buy
15,497
+334
+2% +$529 ﹤0.01% 3476
2025
Q3 		$28.1K Buy
15,163
+5,155
+52% +$10.4K ﹤0.01% 3493
2025
Q2 		$25.9K Hold
10,008
– – ﹤0.01% 3398
2025
Q1 		$30.4K Buy
10,008
+8
+0.1% +$28 ﹤0.01% 3344
2024
Q4 		$33.5K Buy
+10,000
New +$26.9K ﹤0.01% 3323

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

Mariner's EXFY Position: Q1 2026 in Review

Mariner increased its Expensify (EXFY) stake by 116% in Q1 2026, buying an estimated $21.3K and bringing the position to 33,487 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3470.

Mariner first reported a position in EXFY in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.5K in Q4 2024. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Mariner held 33,487 shares of Expensify worth $29.1K as of Q1 2026.
  • Mariner bought 17,990 Expensify shares in Q1 2026, an estimated $21.3K.
  • Expensify made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #3470 holding.
  • Mariner first reported a position in Expensify in Q4 2024 and has held it in 6 quarters since.
  • Mariner's Expensify position peaked at $33.5K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.