Connor, Clark & Lunn Investment Management (CC&L)’s Expensify EXFY Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q2	$94.1K	Sell	52,570 -452,258	-90%	-$507K	﹤0.01%	1594
2026 Q1	$439K	Sell	504,828 -475,380	-48%	-$564K	﹤0.01%	1336
2025 Q4	$1.48M	Sell	980,208 -100,786	-9%	-$160K	﹤0.01%	1012
2025 Q3	$2M	Sell	1,080,994 -39,996	-4%	-$81K	0.01%	852
2025 Q2	$2.9M	Buy	1,120,990 +194,321	+21%	+$497K	0.01%	748
2025 Q1	$2.82M	Buy	926,669 +322,581	+53%	+$1.12M	0.01%	644
2024 Q4	$2.02M	Buy	604,088 +537,993	+814%	+$1.45M	0.01%	724
2024 Q3	$130K	Buy	66,095 +28,731	+77%	+$59.7K	﹤0.01%	1358
2024 Q2	$55.7K	Buy	+37,364	New	+$58.9K	﹤0.01%	1328
2024 Q1	–	Sell	-30,763	Closed	-$76K	–	1573
2023 Q4	$76K	Sell	30,763 -77,652	-72%	-$201K	﹤0.01%	1329
2023 Q3	$352K	Buy	108,415 +80,410	+287%	+$434K	﹤0.01%	1108
2023 Q2	$223K	Sell	28,005 -555	-2%	-$4.07K	﹤0.01%	1169
2023 Q1	$233K	Buy	+28,560	New	+$254K	﹤0.01%	1064

Other funds holding EXFY

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s EXFY Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Expensify (EXFY) stake by 90% in Q2 2026, selling an estimated $507K and leaving 52,570 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in EXFY in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.9M in Q2 2025. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 52,570 shares of Expensify worth $94.1K as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) sold 452,258 Expensify shares in Q2 2026, an estimated $507K.
Expensify made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1594 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Expensify in Q1 2023 and has held it in 13 quarters since.
Connor, Clark & Lunn Investment Management (CC&L)'s Expensify position peaked at $2.9M in Q2 2025.
101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.