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 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

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

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

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 Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wealthspire Advisors (New York)'s EXFY Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Expensify (EXFY) stake by 125% in Q1 2026, buying an estimated $157K and bringing the position to 238,530 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Wealthspire Advisors (New York) first reported a position in EXFY in Q4 2023 and has held it in 10 quarters since. The position peaked at $222K in Q4 2024. 104 funds tracked by Wall St. Rank hold EXFY as of Q1 2026.

Wealthspire Advisors (New York) held 238,530 shares of Expensify worth $207K as of Q1 2026.
Wealthspire Advisors (New York) bought 132,318 Expensify shares in Q1 2026, an estimated $157K.
Expensify made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #852 holding.
Wealthspire Advisors (New York) first reported a position in Expensify in Q4 2023 and has held it in 10 quarters since.
Wealthspire Advisors (New York)'s Expensify position peaked at $222K in Q4 2024.
104 funds tracked by Wall St. Rank held Expensify as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.