Jacobs Levy Equity Management
EXFY icon

Jacobs Levy Equity Management’s Expensify EXFY Stock Holding History

Jacobs Levy Equity Management’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 		$41.6K Buy
47,816
+32,183
+206% +$38.2K ﹤0.01% 951
2025
Q4 		$23.6K Buy
+15,633
New +$24.8K ﹤0.01% 917
2024
Q4 		– Sell
-76,945
Closed -$151K – 973
2024
Q3 		$151K Sell
76,945
-771,727
-91% -$1.6M ﹤0.01% 930
2024
Q2 		$1.26M Sell
848,672
-103,815
-11% -$164K 0.01% 684
2024
Q1 		$1.75M Sell
952,487
-88,392
-8% -$168K 0.01% 621
2023
Q4 		$2.57M Buy
1,040,879
+806,901
+345% +$2.09M 0.01% 562
2023
Q3 		$760K Buy
+233,978
New +$1.26M ﹤0.01% 720
2022
Q4 		– Sell
-19,413
Closed -$289K – 968
2022
Q3 		$289K Buy
+19,413
New +$362K ﹤0.01% 894

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