Squarepoint’s Expensify EXFY Stock Holding History

Squarepoint’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
2025 Q4	–	Sell	-14,499	Closed	-$26.8K	–	4446
2025 Q3	$26.8K	Sell	14,499 -14,815	-51%	-$30K	﹤0.01%	4272
2025 Q2	$75.9K	Sell	29,314 -64,339	-69%	-$164K	﹤0.01%	4225
2025 Q1	$285K	Buy	93,653 +47,201	+102%	+$164K	﹤0.01%	3770
2024 Q4	$156K	Sell	46,452 -18,275	-28%	-$49.1K	﹤0.01%	4561
2024 Q3	$127K	Buy	64,727 +28,080	+77%	+$58.3K	﹤0.01%	3821
2024 Q2	$54.6K	Buy	+36,647	New	+$57.8K	﹤0.01%	3889
2024 Q1	–	Sell	-51,147	Closed	-$126K	–	4183
2023 Q4	$126K	Buy	51,147 +1,337	+3%	+$3.46K	﹤0.01%	3708
2023 Q3	$162K	Buy	+49,810	New	+$269K	﹤0.01%	3474
2023 Q2	–	Sell	-18,987	Closed	-$155K	–	3683
2023 Q1	$155K	Buy	+18,987	New	+$169K	﹤0.01%	2879
2022 Q1	–	Sell	-25,000	Closed	-$1.1M	–	3040
2021 Q4	$1.1M	Buy	+25,000	New	+$1.02M	﹤0.01%	1631

Other funds holding EXFY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Squarepoint's EXFY Position: Q4 2025 in Review

Squarepoint sold out of Expensify (EXFY) in Q4 2025, closing a stake of 14,499 shares — an estimated $26.8K sold.

Squarepoint first reported a position in EXFY in Q4 2021 and held it in 10 quarters. The position peaked at $1.1M in Q4 2021. 109 funds tracked by Wall St. Rank hold EXFY as of Q4 2025.

Squarepoint reported no remaining Expensify position as of Q4 2025 after selling out during the quarter.
Squarepoint sold 14,499 Expensify shares in Q4 2025, an estimated $26.8K.
Squarepoint first reported a position in Expensify in Q4 2021 and held it in 10 quarters.
Squarepoint's Expensify position peaked at $1.1M in Q4 2021.
109 funds tracked by Wall St. Rank held Expensify as of Q4 2025.

Based on Squarepoint's 13F filing for Q4 2025, filed 13 Feb 2026.