UBS AM’s Expensify EXFY Stock Holding History

UBS AM’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	$3.44K	Hold	1,921	–	–	﹤0.01%	3457
2026 Q1	$1.67K	Buy	+1,921	New	+$2.28K	﹤0.01%	3625

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

UBS AM's EXFY Position: Q2 2026 in Review

UBS AM held its Expensify (EXFY) position steady in Q2 2026 at 1,921 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3457.

UBS AM first reported a position in EXFY in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

UBS AM held 1,921 shares of Expensify worth $3.44K as of Q2 2026.
UBS AM left its Expensify share count unchanged in Q2 2026.
Expensify made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3457 holding.
UBS AM first reported a position in Expensify in Q1 2026 and has held it in 2 quarters since.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.