True Wealth Design’s Expensify EXFY Stock Holding History

True Wealth Design’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	$1.35K	Buy	752 +718	+2,112%	+$806	﹤0.01%	1871
2026 Q1	$30	Sell	34 -219	-87%	-$260	﹤0.01%	2604
2025 Q4	$383	Buy	253 +218	+623%	+$345	﹤0.01%	2038
2025 Q3	$65	Buy	+35	New	+$71	﹤0.01%	2535

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

True Wealth Design's EXFY Position: Q2 2026 in Review

True Wealth Design increased its Expensify (EXFY) stake by 2,112% in Q2 2026, buying an estimated $806 and bringing the position to 752 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

True Wealth Design first reported a position in EXFY in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

True Wealth Design held 752 shares of Expensify worth $1.35K as of Q2 2026.
True Wealth Design bought 718 Expensify shares in Q2 2026, an estimated $806.
Expensify made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1871 holding.
True Wealth Design first reported a position in Expensify in Q3 2025 and has held it in 4 quarters since.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.