Y-Intercept (HK)
EXFY icon

Y-Intercept (HK)’s Expensify EXFY Stock Holding History

Y-Intercept (HK)’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
Q3 		$28.3K Buy
+12,584
New +$27.1K ﹤0.01% 1529
2024
Q3 		– Sell
-40,903
Closed -$60.9K – 1465
2024
Q2 		$60.9K Buy
+40,903
New +$64.5K ﹤0.01% 1289
2023
Q2 		– Sell
-13,817
Closed -$113K – 1401
2023
Q1 		$113K Buy
+13,817
New +$123K 0.01% 1042

Other funds holding EXFY

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Y-Intercept (HK)'s EXFY Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Expensify (EXFY) in Q3 2026: 12,584 shares worth $28.3K. The stake represents ﹤0.01% of the portfolio and ranks #1529 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in EXFY as recently as Q2 2024.

Y-Intercept (HK) first reported a position in EXFY in Q1 2023 and has held it in 3 quarters since. The position peaked at $113K in Q1 2023. 40 funds tracked by Wall St. Rank hold EXFY as of Q3 2026.

  • Y-Intercept (HK) held 12,584 shares of Expensify worth $28.3K as of Q3 2026.
  • Expensify was a new Y-Intercept (HK) position in Q3 2026.
  • Expensify made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1529 holding.
  • Y-Intercept (HK) first reported a position in Expensify in Q1 2023 and has held it in 3 quarters since.
  • Y-Intercept (HK)'s Expensify position peaked at $113K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Expensify as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.