RIL
EXFY icon

Rothschild Investment LLC’s Expensify EXFY Stock Holding History

Rothschild Investment LLC’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 		$220 Buy
253
+194
+329% +$230 ﹤0.01% 3290
2025
Q4 		$89 Buy
+59
New +$94 ﹤0.01% 3215

Other funds holding EXFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Rothschild Investment LLC's EXFY Position: Q1 2026 in Review

Rothschild Investment LLC increased its Expensify (EXFY) stake by 329% in Q1 2026, buying an estimated $230 and bringing the position to 253 shares worth $220. The position accounts for ﹤0.01% of the portfolio, ranked #3290.

Rothschild Investment LLC first reported a position in EXFY in Q4 2025 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Rothschild Investment LLC held 253 shares of Expensify worth $220 as of Q1 2026.
  • Rothschild Investment LLC bought 194 Expensify shares in Q1 2026, an estimated $230.
  • Expensify made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3290 holding.
  • Rothschild Investment LLC first reported a position in Expensify in Q4 2025 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.