Russell Investments Group
EXFY icon

Russell Investments Group’s Expensify EXFY Stock Holding History

Russell Investments Group’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 		$51.9K Buy
28,991
+23,045
+388% +$25.9K ﹤0.01% 3615
2026
Q1 		$5.17K Sell
5,946
-3,006
-34% -$3.57K ﹤0.01% 3888
2025
Q4 		$13.5K Buy
8,952
+3,999
+81% +$6.34K ﹤0.01% 3723
2025
Q3 		$9.16K Buy
+4,953
New +$10K ﹤0.01% 3808
2024
Q4 		– Sell
-10,260
Closed -$20.1K – 3725
2024
Q3 		$20.1K Sell
10,260
-32,597
-76% -$67.7K ﹤0.01% 2959
2024
Q2 		$63.9K Hold
42,857
– – ﹤0.01% 2714
2024
Q1 		$78.9K Sell
42,857
-1,202
-3% -$2.28K ﹤0.01% 2603
2023
Q4 		$109K Sell
44,059
-1,036
-2% -$2.68K ﹤0.01% 2546
2023
Q3 		$147K Buy
45,095
+35,530
+371% +$192K ﹤0.01% 2547
2023
Q2 		$76.3K Buy
+9,565
New +$70.2K ﹤0.01% 2652
2022
Q4 		– Sell
-107,698
Closed -$1.6M – 2916
2022
Q3 		$1.6M Sell
107,698
-218
-0.2% -$4.07K ﹤0.01% 1672
2022
Q2 		$1.92M Buy
+107,916
New +$1.91M ﹤0.01% 1612

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
PSC
Prentiss Smith & Co Brattleboro, Vermont $182M AUM 26.44% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Russell Investments Group's EXFY Position: Q2 2026 in Review

Russell Investments Group increased its Expensify (EXFY) stake by 388% in Q2 2026, buying an estimated $25.9K and bringing the position to 28,991 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3615.

Russell Investments Group first reported a position in EXFY in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.92M in Q2 2022. 29 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Russell Investments Group held 28,991 shares of Expensify worth $51.9K as of Q2 2026.
  • Russell Investments Group bought 23,045 Expensify shares in Q2 2026, an estimated $25.9K.
  • Expensify made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3615 holding.
  • Russell Investments Group first reported a position in Expensify in Q2 2022 and has held it in 12 quarters since.
  • Russell Investments Group's Expensify position peaked at $1.92M in Q2 2022.
  • 29 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.