MA
EXFY icon

Mutual Advisors’s Expensify EXFY Stock Holding History

Mutual 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 		$17.9K Hold
10,000
– – ﹤0.01% 1385
2026
Q1 		$8.7K Hold
10,000
– – ﹤0.01% 1322
2025
Q4 		$15.1K Hold
10,000
– – ﹤0.01% 1289
2025
Q3 		$16.8K Hold
10,000
– – ﹤0.01% 1277
2025
Q2 		$22.2K Hold
10,000
– – ﹤0.01% 1169
2025
Q1 		$29.8K Hold
10,000
– – ﹤0.01% 1074
2024
Q4 		$33.5K Hold
10,000
– – ﹤0.01% 1066
2024
Q3 		$17K Buy
+10,000
New +$20.8K ﹤0.01% 1084

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

Mutual Advisors's EXFY Position: Q2 2026 in Review

Mutual Advisors held its Expensify (EXFY) position steady in Q2 2026 at 10,000 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Mutual Advisors first reported a position in EXFY in Q3 2024 and has held it in 8 quarters since. The position peaked at $33.5K in Q4 2024. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Mutual Advisors held 10,000 shares of Expensify worth $17.9K as of Q2 2026.
  • Mutual Advisors left its Expensify share count unchanged in Q2 2026.
  • Expensify made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1385 holding.
  • Mutual Advisors first reported a position in Expensify in Q3 2024 and has held it in 8 quarters since.
  • Mutual Advisors's Expensify position peaked at $33.5K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.