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EXFY icon

SJS Investment Consulting’s Expensify EXFY Stock Holding History

SJS Investment Consulting’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 		$174 Buy
97
+75
+341% +$84 ﹤0.01% 2504
2026
Q1 		$20 Buy
22
+19
+633% +$23 ﹤0.01% 2372
2025
Q4 		$5 Buy
+3
New +$5 ﹤0.01% 2083

Other funds holding EXFY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SJS Investment Consulting's EXFY Position: Q2 2026 in Review

SJS Investment Consulting increased its Expensify (EXFY) stake by 341% in Q2 2026, buying an estimated $84 and bringing the position to 97 shares worth $174. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

SJS Investment Consulting first reported a position in EXFY in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • SJS Investment Consulting held 97 shares of Expensify worth $174 as of Q2 2026.
  • SJS Investment Consulting bought 75 Expensify shares in Q2 2026, an estimated $84.
  • Expensify made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2504 holding.
  • SJS Investment Consulting first reported a position in Expensify in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.