Marshall Wace’s Expensify EXFY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Sell |
1,547,751
-121,006
| -7% | -$313K | ﹤0.01% | 1159 |
|
|
2025
Q1 | $5.07M | Buy |
1,668,757
+228,880
| +16% | +$696K | 0.01% | 984 |
|
|
2024
Q4 | $4.82M | Buy |
1,439,877
+602,565
| +72% | +$2.02M | 0.01% | 991 |
|
|
2024
Q3 | $1.64M | Buy |
837,312
+801,413
| +2,232% | +$1.57M | ﹤0.01% | 1329 |
|
|
2024
Q2 | $53.5K | Buy |
+35,899
| New | +$53.5K | ﹤0.01% | 2224 |
|
|
2023
Q3 | – | Sell |
-246,396
| Closed | -$1.97M | – | 1988 |
|
|
2023
Q2 | $1.97M | Sell |
246,396
-192,498
| -44% | -$1.54M | ﹤0.01% | 1154 |
|
|
2023
Q1 | $3.58M | Sell |
438,894
-7,108
| -2% | -$57.9K | 0.01% | 951 |
|
|
2022
Q4 | $3.94M | Sell |
446,002
-308,582
| -41% | -$2.72M | 0.01% | 1123 |
|
|
2022
Q3 | $11.2M | Buy |
754,584
+618,022
| +453% | +$9.2M | 0.02% | 711 |
|
|
2022
Q2 | $2.43M | Buy |
136,562
+25,959
| +23% | +$462K | 0.01% | 1508 |
|
|
2022
Q1 | $1.94M | Buy |
110,603
+72,200
| +188% | +$1.27M | ﹤0.01% | 1636 |
|
|
2021
Q4 | $1.69M | Buy |
+38,403
| New | +$1.69M | ﹤0.01% | 1685 |
|