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Royce & Associates’s Expensify EXFY Stock Holding History

Royce & Associates’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
-25,477
Closed -$38.5K – 783
2025
Q4 		$38.5K Sell
25,477
-4,632
-15% -$7.34K ﹤0.01% 758
2025
Q3 		$55.7K Buy
30,109
+10,358
+52% +$21K ﹤0.01% 758
2025
Q2 		$51.2K Buy
+19,751
New +$50.5K ﹤0.01% 776
2023
Q3 		– Sell
-116,560
Closed -$930K – 925
2023
Q2 		$930K Buy
116,560
+21,960
+23% +$161K 0.01% 765
2023
Q1 		$771K Buy
+94,600
New +$842K 0.01% 801

Other funds holding EXFY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $228M AUM 5.37% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $10.3B 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 $2.14B 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 $127B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return