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
2023
Q3 		– Sell
-100
Closed -$798 – 9593
2023
Q2 		$798 Hold
100
– – ﹤0.01% 8092
2023
Q1 		$815 Buy
+100
New +$890 ﹤0.01% 8895

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 $306M AUM 15.41% 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. 100 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.
  • 100 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.