RS
EXFY icon

R Squared’s Expensify EXFY Stock Holding History

R Squared’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 		$35.1K Buy
+19,587
New +$22K 0.02% 467
2025
Q3 		– Sell
-21,378
Closed -$55.4K – 605
2025
Q2 		$55.4K Buy
21,378
+2,588
+14% +$6.61K 0.03% 387
2025
Q1 		$57.1K Buy
18,790
+5,190
+38% +$18K 0.06% 248
2024
Q4 		$45.6K Buy
+13,600
New +$36.6K 0.04% 527

Other funds holding EXFY

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

R Squared's EXFY Position: Q2 2026 in Review

R Squared opened a new position in Expensify (EXFY) in Q2 2026: 19,587 shares worth $35.1K. The stake represents 0.02% of the portfolio and ranks #467 among its holdings. This is a return to the name: R Squared previously reported a position in EXFY as recently as Q2 2025.

R Squared first reported a position in EXFY in Q4 2024 and has held it in 4 quarters since. The position peaked at $57.1K in Q1 2025. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • R Squared held 19,587 shares of Expensify worth $35.1K as of Q2 2026.
  • Expensify was a new R Squared position in Q2 2026.
  • Expensify made up 0.02% of R Squared's portfolio in Q2 2026, its #467 holding.
  • R Squared first reported a position in Expensify in Q4 2024 and has held it in 4 quarters since.
  • R Squared's Expensify position peaked at $57.1K in Q1 2025.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.