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Michael Gelband’s Expensify EXFY Stock Holding History

Michael Gelband’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
2025
Q2 		– Sell
-52,330
Closed -$159K – 1604
2025
Q1 		$159K Buy
52,330
+25,231
+93% +$87.7K ﹤0.01% 1321
2024
Q4 		$91K Buy
+27,099
New +$72.9K ﹤0.01% 1411
2023
Q4 		– Sell
-125,497
Closed -$408K – 1638
2023
Q3 		$408K Buy
+125,497
New +$678K ﹤0.01% 1308
2023
Q2 		– Sell
-19,110
Closed -$156K – 1961
2023
Q1 		$156K Buy
+19,110
New +$170K ﹤0.01% 1600
2022
Q4 		– Sell
-18,281
Closed -$272K – 1770
2022
Q3 		$272K Buy
+18,281
New +$341K ﹤0.01% 1547

Other funds holding EXFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Michael Gelband's EXFY Position: Q2 2025 in Review

Michael Gelband sold out of Expensify (EXFY) in Q2 2025, closing a stake of 52,330 shares — an estimated $159K sold.

Michael Gelband first reported a position in EXFY in Q3 2022 and held it in 5 quarters. The position peaked at $408K in Q3 2023. 97 funds tracked by Wall St. Rank hold EXFY as of Q2 2025.

  • Michael Gelband reported no remaining Expensify position as of Q2 2025 after selling out during the quarter.
  • Michael Gelband sold 52,330 Expensify shares in Q2 2025, an estimated $159K.
  • Michael Gelband first reported a position in Expensify in Q3 2022 and held it in 5 quarters.
  • Michael Gelband's Expensify position peaked at $408K in Q3 2023.
  • 97 funds tracked by Wall St. Rank held Expensify as of Q2 2025.

Based on ExodusPoint Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.