ASN
EXFY icon

Advisory Services Network’s Expensify EXFY Stock Holding History

Advisory Services Network’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 		$70 Buy
+81
New +$96 ﹤0.01% 4729
2024
Q4 		– Sell
-198,052
Closed -$295K – 1624
2024
Q3 		$295K Hold
198,052
– – 0.01% 1211
2024
Q2 		$295K Sell
198,052
-3,209
-2% -$5.06K 0.01% 1211
2024
Q1 		$370K Sell
201,261
-1,752
-0.9% -$3.33K 0.01% 1063
2023
Q4 		$501K Buy
203,013
+4,249
+2% +$11K 0.01% 903
2023
Q3 		$646K Buy
198,764
+143,871
+262% +$777K 0.02% 803
2023
Q2 		$438K Buy
54,893
+550
+1% +$4.04K 0.01% 973
2023
Q1 		$443K Sell
54,343
-30
-0.1% -$267 0.01% 972
2022
Q4 		$480K Buy
+54,373
New +$609K 0.01% 877

Other funds holding EXFY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $228M AUM 5.37% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $10.3B AUM 30.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return