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RBF Capital’s Expensify EXFY Stock Holding History

RBF Capital’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 		$215K Buy
+120,000
New +$135K 0.01% 474
2025
Q3 		– Sell
-210,722
Closed -$546K – 589
2025
Q2 		$546K Sell
210,722
-29,400
-12% -$75.1K 0.03% 413
2025
Q1 		$730K Sell
240,122
-168,219
-41% -$584K 0.04% 338
2024
Q4 		$1.37M Sell
408,341
-74,413
-15% -$200K 0.07% 247
2024
Q3 		$946K Buy
482,754
+47,389
+11% +$98.4K 0.05% 302
2024
Q2 		$649K Buy
+435,365
New +$686K 0.04% 339

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

RBF Capital's EXFY Position: Q2 2026 in Review

RBF Capital opened a new position in Expensify (EXFY) in Q2 2026: 120,000 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: RBF Capital previously reported a position in EXFY as recently as Q2 2025.

RBF Capital first reported a position in EXFY in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q4 2024. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • RBF Capital held 120,000 shares of Expensify worth $215K as of Q2 2026.
  • Expensify was a new RBF Capital position in Q2 2026.
  • Expensify made up 0.01% of RBF Capital's portfolio in Q2 2026, its #474 holding.
  • RBF Capital first reported a position in Expensify in Q2 2024 and has held it in 6 quarters since.
  • RBF Capital's Expensify position peaked at $1.37M in Q4 2024.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on RBF Capital's 13F filing for Q2 2026, filed 14 Aug 2026.