Steve Schonfeld’s Expensify EXFY Stock Holding History

Steve Schonfeld’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	$24.4K	Buy	+13,658	New	+$15.3K	﹤0.01%	2442
2025 Q2	–	Sell	-157,520	Closed	-$479K	–	2183
2025 Q1	$479K	Buy	157,520 +15,284	+11%	+$53.1K	﹤0.01%	1601
2024 Q4	$476K	Buy	+142,236	New	+$382K	﹤0.01%	1427
2024 Q3	–	Sell	-46,033	Closed	-$68.6K	–	2147
2024 Q2	$68.6K	Buy	+46,033	New	+$72.6K	﹤0.01%	1908
2023 Q3	–	Sell	-14,259	Closed	-$114K	–	1917
2023 Q2	$114K	Sell	14,259 -29,080	-67%	-$213K	﹤0.01%	1702
2023 Q1	$353K	Sell	43,339 -12,678	-23%	-$113K	﹤0.01%	1302
2022 Q4	$495K	Buy	56,017 +38,152	+214%	+$427K	﹤0.01%	1533
2022 Q3	$266K	Buy	+17,865	New	+$333K	﹤0.01%	2160
2022 Q2	–	Sell	-18,708	Closed	-$329K	–	2657
2022 Q1	$329K	Sell	18,708 -39,438	-68%	-$962K	﹤0.01%	1633
2021 Q4	$2.56M	Buy	+58,146	New	+$2.37M	0.02%	637

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

Steve Schonfeld's EXFY Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Expensify (EXFY) in Q2 2026: 13,658 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #2442 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in EXFY as recently as Q1 2025.

Steve Schonfeld first reported a position in EXFY in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.56M in Q4 2021. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Steve Schonfeld held 13,658 shares of Expensify worth $24.4K as of Q2 2026.
Expensify was a new Steve Schonfeld position in Q2 2026.
Expensify made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #2442 holding.
Steve Schonfeld first reported a position in Expensify in Q4 2021 and has held it in 10 quarters since.
Steve Schonfeld's Expensify position peaked at $2.56M in Q4 2021.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.