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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
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

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

Parallel Advisors's EXFY Position: Q1 2026 in Review

Parallel Advisors sold out of Expensify (EXFY) in Q1 2026, closing a stake of 100 shares — an estimated $151 sold.

Parallel Advisors first reported a position in EXFY in Q2 2024 and held it in 7 quarters. The position peaked at $335 in Q4 2024. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Parallel Advisors reported no remaining Expensify position as of Q1 2026 after selling out during the quarter.
  • Parallel Advisors sold 100 Expensify shares in Q1 2026, an estimated $151.
  • Parallel Advisors first reported a position in Expensify in Q2 2024 and held it in 7 quarters.
  • Parallel Advisors's Expensify position peaked at $335 in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.