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 		– Sell
-100
Closed -$87 – 9564
2026
Q1 		$87 Hold
100
– – ﹤0.01% 8881
2025
Q4 		$151 Buy
+100
New +$158 ﹤0.01% 8273
2025
Q3 		– Sell
-1,300
Closed -$3K – 9319
2025
Q2 		$3K Buy
1,300
+200
+18% +$511 ﹤0.01% 7958
2025
Q1 		$3K Sell
1,100
-2,700
-71% -$9.38K ﹤0.01% 7803
2024
Q4 		$12K Sell
3,800
-500
-12% -$1.34K ﹤0.01% 7057
2024
Q3 		$8K Sell
4,300
-16,900
-80% -$35.1K ﹤0.01% 7314
2024
Q2 		$31K Buy
21,200
+1,000
+5% +$1.58K ﹤0.01% 6529
2024
Q1 		$37K Buy
20,200
+17,700
+708% +$33.6K ﹤0.01% 6549
2023
Q4 		$6K Buy
+2,500
New +$6.47K ﹤0.01% 7741
2023
Q3 		– Sell
-2,800
Closed -$22K – 8972
2023
Q2 		$22K Sell
2,800
-16,800
-86% -$123K ﹤0.01% 6666
2023
Q1 		$159K Buy
19,600
+19,300
+6,433% +$172K ﹤0.01% 4594
2022
Q4 		$2K Sell
300
-200
-40% -$2.24K ﹤0.01% 8565
2022
Q3 		$7K Buy
500
+300
+150% +$5.6K ﹤0.01% 8519
2022
Q2 		$3K Sell
200
-2,400
-92% -$42.5K ﹤0.01% 9131
2022
Q1 		$45K Buy
+2,600
New +$63.4K ﹤0.01% 7274

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.