T. Rowe Price Associates’s Expensify EXFY Stock Holding History

T. Rowe Price Associates’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	$27K	Hold	30,121	–	–	﹤0.01%	3106
2025 Q4	$46K	Hold	30,121	–	–	﹤0.01%	3036
2025 Q3	$56K	Hold	30,121	–	–	﹤0.01%	2999
2025 Q2	$79K	Buy	+30,121	New	+$77K	﹤0.01%	2934
2024 Q2	–	Sell	-17,284	Closed	-$32K	–	2958
2024 Q1	$32K	Buy	17,284 +4,281	+33%	+$8.13K	﹤0.01%	2908
2023 Q4	$33K	Buy	13,003 +791	+6%	+$2.05K	﹤0.01%	2847
2023 Q3	$40K	Buy	12,212 +1,011	+9%	+$5.46K	﹤0.01%	2799
2023 Q2	$90K	Buy	+11,201	New	+$82.2K	﹤0.01%	2716

Other funds holding EXFY

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

PVM

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

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CastleKnight Management New York $6B AUM 121.87% 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

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

T. Rowe Price Associates's EXFY Position: Q1 2026 in Review

T. Rowe Price Associates held its Expensify (EXFY) position steady in Q1 2026 at 30,121 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #3106.

T. Rowe Price Associates first reported a position in EXFY in Q2 2023 and has held it in 8 quarters since. The position peaked at $90K in Q2 2023. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

T. Rowe Price Associates held 30,121 shares of Expensify worth $27K as of Q1 2026.
T. Rowe Price Associates left its Expensify share count unchanged in Q1 2026.
Expensify made up ﹤0.01% of T. Rowe Price Associates's portfolio in Q1 2026, its #3106 holding.
T. Rowe Price Associates first reported a position in Expensify in Q2 2023 and has held it in 8 quarters since.
T. Rowe Price Associates's Expensify position peaked at $90K in Q2 2023.
104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on T. Rowe Price Associates's 13F filing for Q1 2026, filed 15 May 2026.