Jefferies Group's EXFY Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 28,200 shares of Expensify, Inc. (EXFY) worth $63,450, representing 0.00% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, Jefferies Group has maintained this position in EXFY for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2026, adding 28,200 shares. Largest reduction occurred in Q2 2025, reducing 50,485 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Expensify (EXFY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Expensify (EXFY) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +28,200 | New Buy | 28,200 | $2.25 |
| Q2 2025 | -50,485 | Sold Out | 0 | $0.00 |
| Q1 2025 | -9,237 | Reduce 15.47% | 50,485 | $3.04 |
| Q4 2024 | +14,922 | Add 33.31% | 59,722 | $3.35 |
| Q3 2024 | +44,800 | New Buy | 44,800 | $1.96 |
Jefferies Group's Expensify Investment FAQs
Jefferies Group first purchased Expensify, Inc. (EXFY) in Q3 2024, acquiring 44,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Expensify, Inc. (EXFY) for 5 quarters since Q3 2024.
Jefferies Group's largest addition to Expensify, Inc. (EXFY) was in Q3 2024, adding 44,800 shares worth $87,808.
According to the latest 13F filing for Q3 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 28,200 shares of Expensify, Inc. (EXFY), valued at approximately $63,450.
As of the Q3 2026 filing, Expensify, Inc. (EXFY) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Expensify, Inc. (EXFY) was 59,722 shares, as reported at the end of Q4 2024.