Mackenzie Financial
EXFY icon

Mackenzie Financial’s Expensify EXFY Stock Holding History

Mackenzie Financial’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 		$331K Buy
380,185
+219,942
+137% +$261K ﹤0.01% 1287
2025
Q4 		$240K Buy
+160,243
New +$254K ﹤0.01% 1469
2024
Q2 		– Sell
-40,873
Closed -$75.2K – 1566
2024
Q1 		$75.2K Buy
40,873
+10,412
+34% +$19.8K ﹤0.01% 1452
2023
Q4 		$75.2K Buy
+30,461
New +$78.9K ﹤0.01% 1424

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PVM
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Verition Fund Management
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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