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Pitcairn Wealth Advisors’s Expensify EXFY Stock Holding History

Pitcairn Wealth 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
-33,000
Closed -$49.8K – 273
2025
Q4 		$49.8K Buy
+33,000
New +$52.3K ﹤0.01% 267

Other funds holding EXFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Pitcairn Wealth Advisors's EXFY Position: Q1 2026 in Review

Pitcairn Wealth Advisors sold out of Expensify (EXFY) in Q1 2026, closing a stake of 33,000 shares — an estimated $49.8K sold.

Pitcairn Wealth Advisors first reported a position in EXFY in Q4 2025 and held it in 1 quarter. The position peaked at $49.8K in Q4 2025. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Pitcairn Wealth Advisors reported no remaining Expensify position as of Q1 2026 after selling out during the quarter.
  • Pitcairn Wealth Advisors sold 33,000 Expensify shares in Q1 2026, an estimated $49.8K.
  • Pitcairn Wealth Advisors first reported a position in Expensify in Q4 2025 and held it in 1 quarter.
  • Pitcairn Wealth Advisors's Expensify position peaked at $49.8K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.