UBS Group
EXFY icon

UBS Group’s Expensify EXFY Stock Holding History

UBS Group’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 		$461K Buy
257,293
+177,568
+223% +$199K ﹤0.01% 6285
2026
Q1 		$69.4K Sell
79,725
-12,391
-13% -$14.7K ﹤0.01% 7194
2025
Q4 		$139K Buy
92,116
+25,898
+39% +$41K ﹤0.01% 6753
2025
Q3 		$123K Buy
66,218
+5,177
+8% +$10.5K ﹤0.01% 6982
2025
Q2 		$158K Sell
61,041
-240,318
-80% -$614K ﹤0.01% 6887
2025
Q1 		$916K Buy
301,359
+40,582
+16% +$141K ﹤0.01% 5354
2024
Q4 		$874K Buy
260,777
+248,556
+2,034% +$668K ﹤0.01% 5418
2024
Q3 		$24K Sell
12,221
-55,675
-82% -$116K ﹤0.01% 7261
2024
Q2 		$101K Sell
67,896
-40,008
-37% -$63.1K ﹤0.01% 6152
2024
Q1 		$199K Buy
107,904
+46,744
+76% +$88.7K ﹤0.01% 5858
2023
Q4 		$151K Buy
61,160
+58,932
+2,645% +$153K ﹤0.01% 5943
2023
Q3 		$7.24K Buy
2,228
+1,568
+238% +$8.47K ﹤0.01% 7245
2023
Q2 		$5.27K Sell
660
-1,424
-68% -$10.4K ﹤0.01% 7459
2023
Q1 		$17K Buy
2,084
+1,801
+636% +$16K ﹤0.01% 7202
2022
Q4 		$2.5K Sell
283
-3,491
-93% -$39.1K ﹤0.01% 9667
2022
Q3 		$56K Buy
+3,774
New +$70.4K ﹤0.01% 6231
2022
Q2 		– Sell
-800
Closed -$14K – 10479
2022
Q1 		$14K Buy
+800
New +$19.5K ﹤0.01% 7931

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
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
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

UBS Group's EXFY Position: Q2 2026 in Review

UBS Group increased its Expensify (EXFY) stake by 223% in Q2 2026, buying an estimated $199K and bringing the position to 257,293 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #6285.

UBS Group first reported a position in EXFY in Q1 2022 and has held it in 17 quarters since. The position peaked at $916K in Q1 2025. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • UBS Group held 257,293 shares of Expensify worth $461K as of Q2 2026.
  • UBS Group bought 177,568 Expensify shares in Q2 2026, an estimated $199K.
  • Expensify made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6285 holding.
  • UBS Group first reported a position in Expensify in Q1 2022 and has held it in 17 quarters since.
  • UBS Group's Expensify position peaked at $916K in Q1 2025.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

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