Wealthspire Advisors (New York)’s Expensify EXFY Stock Holding History

Wealthspire Advisors (New York)’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	$427K	Hold	238,530	–	–	﹤0.01%	864
2026 Q1	$207K	Buy	238,530 +132,318	+125%	+$157K	﹤0.01%	852
2025 Q4	$160K	Buy	106,212 +40,000	+60%	+$63.4K	﹤0.01%	987
2025 Q3	$122K	Hold	66,212	–	–	﹤0.01%	952
2025 Q2	$171K	Hold	66,212	–	–	﹤0.01%	807
2025 Q1	$201K	Hold	66,212	–	–	﹤0.01%	746
2024 Q4	$222K	Hold	66,212	–	–	﹤0.01%	722
2024 Q3	$130K	Hold	66,212	–	–	﹤0.01%	727
2024 Q2	$98.7K	Buy	66,212 +19,157	+41%	+$30.2K	﹤0.01%	640
2024 Q1	$86.6K	Hold	47,055	–	–	﹤0.01%	625
2023 Q4	$116K	Buy	+47,055	New	+$122K	﹤0.01%	630

Other funds holding EXFY

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Wealthspire Advisors (New York)'s EXFY Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Expensify (EXFY) position steady in Q2 2026 at 238,530 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Wealthspire Advisors (New York) first reported a position in EXFY in Q4 2023 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Wealthspire Advisors (New York) held 238,530 shares of Expensify worth $427K as of Q2 2026.
Wealthspire Advisors (New York) left its Expensify share count unchanged in Q2 2026.
Expensify made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #864 holding.
Wealthspire Advisors (New York) first reported a position in Expensify in Q4 2023 and has held it in 11 quarters since.
100 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.