VPIM
EXFY icon

Vanguard Personalized Indexing Management’s Expensify EXFY Stock Holding History

Vanguard Personalized Indexing Management’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
Q1 		$17.8K Buy
20,510
+4,931
+32% +$5.85K ﹤0.01% 2130
2025
Q4 		$23.5K Buy
+15,579
New +$24.7K ﹤0.01% 1932

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

Vanguard Personalized Indexing Management's EXFY Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Expensify (EXFY) stake by 32% in Q1 2026, buying an estimated $5.85K and bringing the position to 20,510 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Vanguard Personalized Indexing Management first reported a position in EXFY in Q4 2025 and has held it in 2 quarters since. The position peaked at $23.5K in Q4 2025. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

  • Vanguard Personalized Indexing Management held 20,510 shares of Expensify worth $17.8K as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 4,931 Expensify shares in Q1 2026, an estimated $5.85K.
  • Expensify made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #2130 holding.
  • Vanguard Personalized Indexing Management first reported a position in Expensify in Q4 2025 and has held it in 2 quarters since.
  • Vanguard Personalized Indexing Management's Expensify position peaked at $23.5K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.