Schonfeld Strategic Advisors’s Expensify EXFY Stock Holding History

Schonfeld Strategic Advisors’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
2025 Q2	–	Sell	-157,520	Closed	-$479K	–	2183
2025 Q1	$479K	Buy	157,520 +15,284	+11%	+$53.1K	﹤0.01%	1601
2024 Q4	$476K	Buy	+142,236	New	+$382K	﹤0.01%	1427
2024 Q3	–	Sell	-46,033	Closed	-$68.6K	–	2147
2024 Q2	$68.6K	Buy	+46,033	New	+$72.6K	﹤0.01%	1908
2023 Q3	–	Sell	-14,259	Closed	-$114K	–	1917
2023 Q2	$114K	Sell	14,259 -29,080	-67%	-$213K	﹤0.01%	1702
2023 Q1	$353K	Sell	43,339 -12,678	-23%	-$113K	﹤0.01%	1302
2022 Q4	$495K	Buy	56,017 +38,152	+214%	+$427K	﹤0.01%	1533
2022 Q3	$266K	Buy	+17,865	New	+$333K	﹤0.01%	2160
2022 Q2	–	Sell	-18,708	Closed	-$329K	–	2657
2022 Q1	$329K	Sell	18,708 -39,438	-68%	-$962K	﹤0.01%	1633
2021 Q4	$2.56M	Buy	+58,146	New	+$2.37M	0.02%	637

Other funds holding EXFY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Schonfeld Strategic Advisors's EXFY Position: Q2 2025 in Review

Schonfeld Strategic Advisors sold out of Expensify (EXFY) in Q2 2025, closing a stake of 157,520 shares — an estimated $479K sold.

Schonfeld Strategic Advisors first reported a position in EXFY in Q4 2021 and held it in 9 quarters. The position peaked at $2.56M in Q4 2021. 97 funds tracked by Wall St. Rank hold EXFY as of Q2 2025.

Schonfeld Strategic Advisors reported no remaining Expensify position as of Q2 2025 after selling out during the quarter.
Schonfeld Strategic Advisors sold 157,520 Expensify shares in Q2 2025, an estimated $479K.
Schonfeld Strategic Advisors first reported a position in Expensify in Q4 2021 and held it in 9 quarters.
Schonfeld Strategic Advisors's Expensify position peaked at $2.56M in Q4 2021.
97 funds tracked by Wall St. Rank held Expensify as of Q2 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.