Mercer Global Advisors
EXFY icon

Mercer Global Advisors’s Expensify EXFY Stock Holding History

Mercer Global Advisors’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 		$94.2K Buy
52,643
+37,760
+254% +$42.4K ﹤0.01% 3432
2026
Q1 		$12.9K Buy
+14,883
New +$17.7K ﹤0.01% 3196

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

Mercer Global Advisors's EXFY Position: Q2 2026 in Review

Mercer Global Advisors increased its Expensify (EXFY) stake by 254% in Q2 2026, buying an estimated $42.4K and bringing the position to 52,643 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Mercer Global Advisors first reported a position in EXFY in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Mercer Global Advisors held 52,643 shares of Expensify worth $94.2K as of Q2 2026.
  • Mercer Global Advisors bought 37,760 Expensify shares in Q2 2026, an estimated $42.4K.
  • Expensify made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3432 holding.
  • Mercer Global Advisors first reported a position in Expensify in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.