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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
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

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

Mutual Advisors's EXFY Position: Q1 2026 in Review

Mutual Advisors held its Expensify (EXFY) position steady in Q1 2026 at 10,000 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Mutual Advisors first reported a position in EXFY in Q3 2024 and has held it in 7 quarters since. The position peaked at $33.5K in Q4 2024. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Mutual Advisors held 10,000 shares of Expensify worth $8.7K as of Q1 2026.
  • Mutual Advisors left its Expensify share count unchanged in Q1 2026.
  • Expensify made up ﹤0.01% of Mutual Advisors's portfolio in Q1 2026, its #1322 holding.
  • Mutual Advisors first reported a position in Expensify in Q3 2024 and has held it in 7 quarters since.
  • Mutual Advisors'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 Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.