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Sunbelt Securities’s Expensify EXFY Stock Holding History

Sunbelt Securities’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 		$95 Buy
109
+38
+54% +$45 ﹤0.01% 2669
2025
Q4 		$107 Buy
71
+42
+145% +$67 ﹤0.01% 2528
2025
Q3 		$54 Buy
+29
New +$59 ﹤0.01% 2583

Other funds holding EXFY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Sunbelt Securities's EXFY Position: Q1 2026 in Review

Sunbelt Securities increased its Expensify (EXFY) stake by 54% in Q1 2026, buying an estimated $45 and bringing the position to 109 shares worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Sunbelt Securities first reported a position in EXFY in Q3 2025 and has held it in 3 quarters since. The position peaked at $107 in Q4 2025. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Sunbelt Securities held 109 shares of Expensify worth $95 as of Q1 2026.
  • Sunbelt Securities bought 38 Expensify shares in Q1 2026, an estimated $45.
  • Expensify made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2669 holding.
  • Sunbelt Securities first reported a position in Expensify in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Expensify position peaked at $107 in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.