Prentiss Smith & Co’s Expensify EXFY Stock Holding History

Prentiss Smith & Co’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	$76K	Buy	42,485 +10,000	+31%	+$11.2K	0.04%	67
2026 Q1	$28.3K	Hold	32,485	–	–	0.02%	65
2025 Q4	$49.1K	Buy	+32,485	New	+$51.5K	0.03%	65

Other funds holding EXFY

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Prentiss Smith & Co's EXFY Position: Q2 2026 in Review

Prentiss Smith & Co increased its Expensify (EXFY) stake by 31% in Q2 2026, buying an estimated $11.2K and bringing the position to 42,485 shares worth $76K. The position accounts for 0.04% of the portfolio, ranked #67.

Prentiss Smith & Co first reported a position in EXFY in Q4 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Prentiss Smith & Co held 42,485 shares of Expensify worth $76K as of Q2 2026.
Prentiss Smith & Co bought 10,000 Expensify shares in Q2 2026, an estimated $11.2K.
Expensify made up 0.04% of Prentiss Smith & Co's portfolio in Q2 2026, its #67 holding.
Prentiss Smith & Co first reported a position in Expensify in Q4 2025 and has held it in 3 quarters since.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Prentiss Smith & Co's 13F filing for Q2 2026, filed 30 Jul 2026.