PUI
EXFY icon

Purpose Unlimited Inc’s Expensify EXFY Stock Holding History

Purpose Unlimited Inc’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 		$567 Hold
650
– – ﹤0.01% 553
2025
Q4 		$975 Buy
+650
New +$1.03K ﹤0.01% 380

Other funds holding EXFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Purpose Unlimited Inc's EXFY Position: Q1 2026 in Review

Purpose Unlimited Inc held its Expensify (EXFY) position steady in Q1 2026 at 650 shares worth $567. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Purpose Unlimited Inc first reported a position in EXFY in Q4 2025 and has held it in 2 quarters since. The position peaked at $975 in Q4 2025. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Purpose Unlimited Inc held 650 shares of Expensify worth $567 as of Q1 2026.
  • Purpose Unlimited Inc left its Expensify share count unchanged in Q1 2026.
  • Expensify made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #553 holding.
  • Purpose Unlimited Inc first reported a position in Expensify in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Expensify position peaked at $975 in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.