Connor, Clark & Lunn Investment Management (CC&L)
EXFY icon

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
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

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