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

BlackRock
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
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

UBS Group's EXFY Position: Q1 2026 in Review

UBS Group reduced its Expensify (EXFY) stake by 13% in Q1 2026, selling an estimated $14.7K and leaving 79,725 shares worth $69.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7194.

UBS Group first reported a position in EXFY in Q1 2022 and has held it in 16 quarters since. The position peaked at $916K in Q1 2025. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • UBS Group held 79,725 shares of Expensify worth $69.4K as of Q1 2026.
  • UBS Group sold 12,391 Expensify shares in Q1 2026, an estimated $14.7K.
  • Expensify made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7194 holding.
  • UBS Group first reported a position in Expensify in Q1 2022 and has held it in 16 quarters since.
  • UBS Group's Expensify position peaked at $916K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.