Royal Bank of Canada
EXFY icon

Royal Bank of Canada’s Expensify EXFY Stock Holding History

Royal Bank of Canada’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 		$6K Buy
6,589
+4,664
+242% +$5.53K ﹤0.01% 6363
2025
Q4 		$3K Buy
1,925
+1,330
+224% +$2.11K ﹤0.01% 6822
2025
Q3 		$1K Sell
595
-4,136
-87% -$8.38K ﹤0.01% 6979
2025
Q2 		$13K Buy
4,731
+4,701
+15,670% +$12K ﹤0.01% 6405
2025
Q1 		$0 Sell
30
-125
-81% -$434 ﹤0.01% 6929
2024
Q4 		$0 Sell
155
-568
-79% -$1.53K ﹤0.01% 6975
2024
Q3 		$1K Buy
723
+529
+273% +$1.1K ﹤0.01% 6700
2024
Q2 		$0 Sell
194
-3,705
-95% -$5.84K ﹤0.01% 7191
2024
Q1 		$7K Sell
3,899
-14,304
-79% -$27.2K ﹤0.01% 6324
2023
Q4 		$45K Buy
18,203
+11,132
+157% +$28.8K ﹤0.01% 6043
2023
Q3 		$22K Buy
7,071
+964
+16% +$5.21K ﹤0.01% 6142
2023
Q2 		$48K Buy
6,107
+3,341
+121% +$24.5K ﹤0.01% 5798
2023
Q1 		$22K Buy
2,766
+583
+27% +$5.19K ﹤0.01% 5990
2022
Q4 		$19K Buy
2,183
+5
+0.2% +$56 ﹤0.01% 6318
2022
Q3 		$33K Buy
2,178
+1,178
+118% +$22K ﹤0.01% 5940
2022
Q2 		$18K Hold
1,000
– – ﹤0.01% 6146
2022
Q1 		$18K Buy
+1,000
New +$24.4K ﹤0.01% 6653

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

Royal Bank of Canada's EXFY Position: Q1 2026 in Review

Royal Bank of Canada increased its Expensify (EXFY) stake by 242% in Q1 2026, buying an estimated $5.53K and bringing the position to 6,589 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #6363.

Royal Bank of Canada first reported a position in EXFY in Q1 2022 and has held it in 17 quarters since. The position peaked at $48K in Q2 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Royal Bank of Canada held 6,589 shares of Expensify worth $6K as of Q1 2026.
  • Royal Bank of Canada bought 4,664 Expensify shares in Q1 2026, an estimated $5.53K.
  • Expensify made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #6363 holding.
  • Royal Bank of Canada first reported a position in Expensify in Q1 2022 and has held it in 17 quarters since.
  • Royal Bank of Canada's Expensify position peaked at $48K in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.