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 		$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

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.