Simplex Trading
EXFY icon

Simplex Trading’s Expensify EXFY Stock Holding History

Simplex Trading’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 		$8.63K Sell
4,823
-17,310
-78% -$19.4K ﹤0.01% 7802
2026
Q1 		$19.3K Buy
22,133
+8,895
+67% +$10.6K ﹤0.01% 6812
2025
Q4 		$20K Buy
+13,238
New +$21K ﹤0.01% 6479
2025
Q3 		– Sell
-58,962
Closed -$119K – 9318
2025
Q2 		$152K Buy
58,962
+43,841
+290% +$112K ﹤0.01% 4791
2025
Q1 		$45K Sell
15,121
-5,992
-28% -$20.8K ﹤0.01% 5871
2024
Q4 		$70K Buy
21,113
+20,858
+8,180% +$56.1K ﹤0.01% 5519
2024
Q3 		$0 Sell
255
-23,155
-99% -$48.1K ﹤0.01% 8787
2024
Q2 		$34K Buy
23,410
+475
+2% +$749 ﹤0.01% 6441
2024
Q1 		$42K Buy
+22,935
New +$43.5K ﹤0.01% 6415
2023
Q3 		– Sell
-2,172
Closed -$11.7K – 8971
2023
Q2 		$17K Sell
2,172
-9,699
-82% -$71.2K ﹤0.01% 6928
2023
Q1 		$96K Buy
11,871
+11,758
+10,405% +$105K ﹤0.01% 5194
2022
Q4 		$0 Buy
+113
New +$1.26K ﹤0.01% 9505
2022
Q2 		– Sell
-1,317
Closed -$23.3K – 10242
2022
Q1 		$23K Buy
+1,317
New +$32.1K ﹤0.01% 8079

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
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
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Simplex Trading's EXFY Position: Q2 2026 in Review

Simplex Trading reduced its Expensify (EXFY) stake by 78% in Q2 2026, selling an estimated $19.4K and leaving 4,823 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #7802.

Simplex Trading first reported a position in EXFY in Q1 2022 and has held it in 13 quarters since. The position peaked at $152K in Q2 2025. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Simplex Trading held 4,823 shares of Expensify worth $8.63K as of Q2 2026.
  • Simplex Trading sold 17,310 Expensify shares in Q2 2026, an estimated $19.4K.
  • Expensify made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7802 holding.
  • Simplex Trading first reported a position in Expensify in Q1 2022 and has held it in 13 quarters since.
  • Simplex Trading's Expensify position peaked at $152K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.