Connor, Clark & Lunn Investment Management (CC&L)’s Expensify EXFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
1,120,990
+194,321
| +21% | +$503K | 0.01% | 748 |
|
|
2025
Q1 | $2.82M | Buy |
926,669
+322,581
| +53% | +$981K | 0.01% | 644 |
|
|
2024
Q4 | $2.02M | Buy |
604,088
+537,993
| +814% | +$1.8M | 0.01% | 724 |
|
|
2024
Q3 | $130K | Buy |
66,095
+28,731
| +77% | +$56.3K | ﹤0.01% | 1358 |
|
|
2024
Q2 | $55.7K | Buy |
+37,364
| New | +$55.7K | ﹤0.01% | 1328 |
|
|
2024
Q1 | – | Sell |
-30,763
| Closed | -$76K | – | 1573 |
|
|
2023
Q4 | $76K | Sell |
30,763
-77,652
| -72% | -$192K | ﹤0.01% | 1329 |
|
|
2023
Q3 | $352K | Buy |
108,415
+80,410
| +287% | +$261K | ﹤0.01% | 1108 |
|
|
2023
Q2 | $223K | Sell |
28,005
-555
| -2% | -$4.43K | ﹤0.01% | 1169 |
|
|
2023
Q1 | $233K | Buy |
+28,560
| New | +$233K | ﹤0.01% | 1064 |
|