Acadian Asset Management’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Buy |
2,071,772
+653,260
| +46% | +$1.69M | 0.01% | 569 |
|
|
2025
Q1 | $4.31M | Buy |
1,418,512
+557,533
| +65% | +$1.69M | 0.01% | 542 |
|
|
2024
Q4 | $2.88M | Buy |
860,979
+682,087
| +381% | +$2.28M | 0.01% | 684 |
|
|
2024
Q3 | $349K | Buy |
+178,892
| New | +$349K | ﹤0.01% | 1178 |
|
|
2024
Q2 | – | Sell |
-303,892
| Closed | -$557K | – | 1792 |
|
|
2024
Q1 | $557K | Buy |
303,892
+129,689
| +74% | +$238K | ﹤0.01% | 977 |
|
|
2023
Q4 | $429K | Buy |
+174,203
| New | +$429K | ﹤0.01% | 1058 |
|
|
2023
Q3 | – | Sell |
-100,245
| Closed | -$799K | – | 1699 |
|
|
2023
Q2 | $799K | Buy |
100,245
+38,485
| +62% | +$307K | ﹤0.01% | 934 |
|
|
2023
Q1 | $503K | Buy |
+61,760
| New | +$503K | ﹤0.01% | 1047 |
|