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 New York $6.73T AUM 46.02% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Royce & Associates's EXFY Position: Q1 2026 in Review

Royce & Associates sold out of Expensify (EXFY) in Q1 2026, closing a stake of 25,477 shares — an estimated $38.5K sold.

Royce & Associates first reported a position in EXFY in Q1 2023 and held it in 5 quarters. The position peaked at $930K in Q2 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

Royce & Associates reported no remaining Expensify position as of Q1 2026 after selling out during the quarter.
Royce & Associates sold 25,477 Expensify shares in Q1 2026, an estimated $38.5K.
Royce & Associates first reported a position in Expensify in Q1 2023 and held it in 5 quarters.
Royce & Associates's Expensify position peaked at $930K in Q2 2023.
104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Royce & Associates's 13F filing for Q1 2026, filed 12 May 2026.