SBI Securities’s Expensify EXFY Stock Holding History

SBI Securities’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	$1.6K	Buy	895 +134	+18%	+$150	﹤0.01%	2635
2026 Q1	$662	Buy	761 +97	+15%	+$115	﹤0.01%	2793
2025 Q4	$1K	Buy	664 +67	+11%	+$106	﹤0.01%	2646
2025 Q3	$1.1K	Buy	597 +31	+5%	+$63	﹤0.01%	2653
2025 Q2	$1.47K	Buy	566 +51	+10%	+$130	﹤0.01%	2520
2025 Q1	$1.57K	Buy	515 +37	+8%	+$129	﹤0.01%	2398
2024 Q4	$1.6K	Buy	+478	New	+$1.28K	﹤0.01%	2387

Other funds holding EXFY

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PVM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

SBI Securities's EXFY Position: Q2 2026 in Review

SBI Securities increased its Expensify (EXFY) stake by 18% in Q2 2026, buying an estimated $150 and bringing the position to 895 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

SBI Securities first reported a position in EXFY in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

SBI Securities held 895 shares of Expensify worth $1.6K as of Q2 2026.
SBI Securities bought 134 Expensify shares in Q2 2026, an estimated $150.
Expensify made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2635 holding.
SBI Securities first reported a position in Expensify in Q4 2024 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.