Dynamic Technology Lab’s Expensify EXFY Stock Holding History

Dynamic Technology Lab’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	–	Sell	-42,334	Closed	-$64K	–	964
2025 Q4	$64K	Sell	42,334 -69,115	-62%	-$110K	0.01%	684
2025 Q3	$206K	Buy	111,449 +51,145	+85%	+$104K	0.03%	676
2025 Q2	$156K	Buy	60,304 +13,388	+29%	+$34.2K	0.02%	826
2025 Q1	$142K	Buy	+46,916	New	+$163K	0.02%	875
2024 Q4	–	Sell	-44,880	Closed	-$88K	–	1041
2024 Q3	$88K	Buy	44,880 +22,504	+101%	+$46.7K	0.01%	943
2024 Q2	$33K	Buy	+22,376	New	+$35.3K	﹤0.01%	893
2023 Q2	–	Sell	-30,055	Closed	-$245K	–	1113
2023 Q1	$245K	Buy	+30,055	New	+$267K	0.02%	853
2022 Q4	–	Sell	-11,831	Closed	-$176K	–	1216
2022 Q3	$176K	Buy	+11,831	New	+$221K	0.02%	975

Other funds holding EXFY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $127B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return