Smartleaf Asset Management’s Expensify EXFY Stock Holding History

Smartleaf Asset Management’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	$44	Hold	25	–	–	﹤0.01%	3407
2026 Q1	$21	Buy	+25	New	+$30	﹤0.01%	3468

Other funds holding EXFY

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Smartleaf Asset Management's EXFY Position: Q2 2026 in Review

Smartleaf Asset Management held its Expensify (EXFY) position steady in Q2 2026 at 25 shares worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #3407.

Smartleaf Asset Management first reported a position in EXFY in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Smartleaf Asset Management held 25 shares of Expensify worth $44 as of Q2 2026.
Smartleaf Asset Management left its Expensify share count unchanged in Q2 2026.
Expensify made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3407 holding.
Smartleaf Asset Management first reported a position in Expensify in Q1 2026 and has held it in 2 quarters since.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.