Vanguard Portfolio Management
EXFY icon

Vanguard Portfolio Management’s Expensify EXFY Stock Holding History

Vanguard Portfolio 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
Q2 		$2.1M Sell
1,170,440
-801,146
-41% -$899K ﹤0.01% 2715
2026
Q1 		$1.72M Buy
+1,971,586
New +$2.34M ﹤0.01% 2641

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
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
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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management's EXFY Position: Q2 2026 in Review

Vanguard Portfolio Management reduced its Expensify (EXFY) stake by 41% in Q2 2026, selling an estimated $899K and leaving 1,170,440 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

Vanguard Portfolio Management first reported a position in EXFY in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Vanguard Portfolio Management held 1,170,440 shares of Expensify worth $2.1M as of Q2 2026.
  • Vanguard Portfolio Management sold 801,146 Expensify shares in Q2 2026, an estimated $899K.
  • Expensify made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #2715 holding.
  • Vanguard Portfolio Management first reported a position in Expensify in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.