Rockefeller Capital Management
EXFY icon

Rockefeller Capital Management’s Expensify EXFY Stock Holding History

Rockefeller Capital Management’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
-10
Closed -$15 – 4757
2025
Q4 		$15 Hold
10
– – ﹤0.01% 4654
2025
Q3 		$19 Buy
+10
New +$20 ﹤0.01% 4407
2023
Q1 		– Sell
-575
Closed -$5K – 2582
2022
Q4 		$5K Hold
575
– – ﹤0.01% 3320
2022
Q3 		$8K Hold
575
– – ﹤0.01% 3172
2022
Q2 		$10K Buy
+575
New +$10.2K ﹤0.01% 3112

Other funds holding EXFY

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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

Rockefeller Capital Management's EXFY Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Expensify (EXFY) in Q1 2026, closing a stake of 10 shares — an estimated $15 sold.

Rockefeller Capital Management first reported a position in EXFY in Q2 2022 and held it in 5 quarters. The position peaked at $10K in Q2 2022. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Expensify position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 10 Expensify shares in Q1 2026, an estimated $15.
  • Rockefeller Capital Management first reported a position in Expensify in Q2 2022 and held it in 5 quarters.
  • Rockefeller Capital Management's Expensify position peaked at $10K in Q2 2022.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.