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Parallel Advisors’s Expensify EXFY Stock Holding History

Parallel 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 		$4.77M Buy
+2,664,037
New +$2.99M 0.07% 182
2026
Q1 		– Sell
-100
Closed -$151 – 3875
2025
Q4 		$151 Hold
100
– – ﹤0.01% 3529
2025
Q3 		$185 Hold
100
– – ﹤0.01% 3446
2025
Q2 		$259 Hold
100
– – ﹤0.01% 3392
2025
Q1 		$304 Hold
100
– – ﹤0.01% 3324
2024
Q4 		$335 Hold
100
– – ﹤0.01% 3299
2024
Q3 		$196 Hold
100
– – ﹤0.01% 3303
2024
Q2 		$149 Buy
+100
New +$158 ﹤0.01% 3222

Other funds holding EXFY

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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Parallel Advisors's EXFY Position: Q2 2026 in Review

Parallel Advisors opened a new position in Expensify (EXFY) in Q2 2026: 2,664,037 shares worth $4.77M. The stake represents 0.07% of the portfolio and ranks #182 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in EXFY as recently as Q4 2025.

Parallel Advisors first reported a position in EXFY in Q2 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Parallel Advisors held 2,664,037 shares of Expensify worth $4.77M as of Q2 2026.
  • Expensify was a new Parallel Advisors position in Q2 2026.
  • Expensify made up 0.07% of Parallel Advisors's portfolio in Q2 2026, its #182 holding.
  • Parallel Advisors first reported a position in Expensify in Q2 2024 and has held it in 8 quarters since.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.