Ameriprise
EXFY icon

Ameriprise’s Expensify EXFY Stock Holding History

Ameriprise’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 		$14.6K Sell
16,742
-1,837,315
-99% -$2.18M ﹤0.01% 4033
2025
Q4 		$2.8M Buy
1,854,057
+17,737
+1% +$28.1K ﹤0.01% 2821
2025
Q3 		$3.4M Sell
1,836,320
-13,000
-0.7% -$26.3K ﹤0.01% 2696
2025
Q2 		$4.79M Sell
1,849,320
-444,865
-19% -$1.14M ﹤0.01% 2398
2025
Q1 		$6.97M Buy
2,294,185
+75,981
+3% +$264K ﹤0.01% 2052
2024
Q4 		$7.43M Buy
2,218,204
+20,224
+0.9% +$54.4K ﹤0.01% 2042
2024
Q3 		$4.31M Buy
2,197,980
+69,140
+3% +$144K ﹤0.01% 2475
2024
Q2 		$3.17M Buy
2,128,840
+1,389,928
+188% +$2.19M ﹤0.01% 2622
2024
Q1 		$1.36M Buy
738,912
+48,800
+7% +$92.6K ﹤0.01% 3045
2023
Q4 		$1.7M Buy
690,112
+7,200
+1% +$18.6K ﹤0.01% 2946
2023
Q3 		$2.22M Buy
682,912
+96,332
+16% +$520K ﹤0.01% 2770
2023
Q2 		$4.68M Buy
+586,580
New +$4.3M ﹤0.01% 2392
2022
Q4 		– Sell
-40,244
Closed -$599K – 3993
2022
Q3 		$599K Buy
+40,244
New +$751K ﹤0.01% 3317

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