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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
Q2 		$2.45K Buy
1,367
+1,114
+440% +$1.25K ﹤0.01% 2672
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

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 $306M AUM 15.41% 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

Rothschild Investment LLC's EXFY Position: Q2 2026 in Review

Rothschild Investment LLC increased its Expensify (EXFY) stake by 440% in Q2 2026, buying an estimated $1.25K and bringing the position to 1,367 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2672.

Rothschild Investment LLC first reported a position in EXFY in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Rothschild Investment LLC held 1,367 shares of Expensify worth $2.45K as of Q2 2026.
  • Rothschild Investment LLC bought 1,114 Expensify shares in Q2 2026, an estimated $1.25K.
  • Expensify made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2672 holding.
  • Rothschild Investment LLC first reported a position in Expensify in Q4 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.