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
Q1 		$348 Sell
400
-9,500
-96% -$11.3K ﹤0.01% 8778
2025
Q4 		$14.9K Sell
9,900
-200
-2% -$317 ﹤0.01% 6717
2025
Q3 		$18K Buy
+10,100
New +$20.5K ﹤0.01% 7401
2025
Q2 		– Sell
-3,000
Closed -$9K – 8937
2025
Q1 		$9K Buy
3,000
+1,900
+173% +$6.6K ﹤0.01% 7159
2024
Q4 		$3K Sell
1,100
-23,900
-96% -$64.3K ﹤0.01% 7866
2024
Q3 		$49K Buy
+25,000
New +$51.9K ﹤0.01% 5899
2024
Q1 		– Sell
-23,000
Closed -$56K – 9125
2023
Q4 		$56K Sell
23,000
-27,100
-54% -$70.2K ﹤0.01% 5973
2023
Q3 		$162K Buy
50,100
+49,400
+7,057% +$267K ﹤0.01% 4582
2023
Q2 		$5K Buy
700
+400
+133% +$2.94K ﹤0.01% 7904
2023
Q1 		$2K Buy
300
+100
+50% +$890 ﹤0.01% 8441
2022
Q4 		$1K Sell
200
-6,000
-97% -$67.2K ﹤0.01% 8818
2022
Q3 		$92K Buy
6,200
+3,900
+170% +$72.8K ﹤0.01% 5641
2022
Q2 		$40K Buy
+2,300
New +$40.7K ﹤0.01% 6761

Other funds holding EXFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Simplex Trading's EXFY Position: Q1 2026 in Review

Simplex Trading increased its Expensify (EXFY) stake by 67% in Q1 2026, buying an estimated $10.6K and bringing the position to 22,133 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #6812.

Simplex Trading first reported a position in EXFY in Q1 2022 and has held it in 12 quarters since. The position peaked at $152K in Q2 2025. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Simplex Trading held 22,133 shares of Expensify worth $19.3K as of Q1 2026.
  • Simplex Trading bought 8,895 Expensify shares in Q1 2026, an estimated $10.6K.
  • Expensify made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6812 holding.
  • Simplex Trading first reported a position in Expensify in Q1 2022 and has held it in 12 quarters since.
  • Simplex Trading's Expensify position peaked at $152K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.