Vanguard Group
EXFY icon

Vanguard Group’s Expensify EXFY Stock Holding History

Vanguard 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
2025
Q4 		$7.06M Buy
4,675,746
+132,107
+3% +$209K ﹤0.01% 3123
2025
Q3 		$8.41M Buy
4,543,639
+197,702
+5% +$400K ﹤0.01% 3060
2025
Q2 		$11.3M Buy
4,345,937
+775,989
+22% +$1.98M ﹤0.01% 2841
2025
Q1 		$10.9M Buy
3,569,948
+65,853
+2% +$229K ﹤0.01% 2804
2024
Q4 		$11.7M Buy
3,504,095
+133,503
+4% +$359K ﹤0.01% 2863
2024
Q3 		$6.61M Buy
3,370,592
+224,774
+7% +$467K ﹤0.01% 3148
2024
Q2 		$4.69M Sell
3,145,818
-200,897
-6% -$317K ﹤0.01% 3286
2024
Q1 		$6.16M Buy
3,346,715
+476,687
+17% +$905K ﹤0.01% 3214
2023
Q4 		$7.09M Sell
2,870,028
-78,967
-3% -$204K ﹤0.01% 3137
2023
Q3 		$9.58M Sell
2,948,995
-776,390
-21% -$4.19M ﹤0.01% 2912
2023
Q2 		$29.7M Sell
3,725,385
-90,095
-2% -$661K ﹤0.01% 2419
2023
Q1 		$31.1M Sell
3,815,480
-165,956
-4% -$1.48M ﹤0.01% 2399
2022
Q4 		$35.2M Buy
3,981,436
+114,807
+3% +$1.29M ﹤0.01% 2343
2022
Q3 		$57.5M Buy
3,866,629
+1,431,326
+59% +$26.7M ﹤0.01% 2115
2022
Q2 		$43.3M Buy
2,435,303
+1,559,231
+178% +$27.6M ﹤0.01% 2264
2022
Q1 		$15.4M Buy
876,072
+20,964
+2% +$511K ﹤0.01% 2924
2021
Q4 		$37.6M Buy
+855,108
New +$34.8M ﹤0.01% 2509

Other funds holding EXFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Vanguard Group's EXFY Position: Q4 2025 in Review

Vanguard Group increased its Expensify (EXFY) stake by 2.9% in Q4 2025, buying an estimated $209K and bringing the position to 4,675,746 shares worth $7.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3123.

Vanguard Group first reported a position in EXFY in Q4 2021 and has held it in 17 quarters since. The position peaked at $57.5M in Q3 2022. 109 funds tracked by Wall St. Rank hold EXFY as of Q4 2025.

  • Vanguard Group held 4,675,746 shares of Expensify worth $7.06M as of Q4 2025.
  • Vanguard Group bought 132,107 Expensify shares in Q4 2025, an estimated $209K.
  • Expensify made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3123 holding.
  • Vanguard Group first reported a position in Expensify in Q4 2021 and has held it in 17 quarters since.
  • Vanguard Group's Expensify position peaked at $57.5M in Q3 2022.
  • 109 funds tracked by Wall St. Rank held Expensify as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.