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MetLife Investment Management’s Expensify EXFY Stock Holding History

MetLife Investment 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
2025
Q3 		– Sell
-39,714
Closed -$103K – 2872
2025
Q2 		$103K Buy
+39,714
New +$101K ﹤0.01% 2526
2024
Q1 		– Sell
-29,879
Closed -$73.8K – 2796
2023
Q4 		$73.8K Hold
29,879
– – ﹤0.01% 2727
2023
Q3 		$97.1K Hold
29,879
– – ﹤0.01% 2595
2023
Q2 		$238K Buy
+29,879
New +$219K ﹤0.01% 2166

Other funds holding EXFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

MetLife Investment Management's EXFY Position: Q3 2025 in Review

MetLife Investment Management sold out of Expensify (EXFY) in Q3 2025, closing a stake of 39,714 shares — an estimated $103K sold.

MetLife Investment Management first reported a position in EXFY in Q2 2023 and held it in 4 quarters. The position peaked at $238K in Q2 2023. 105 funds tracked by Wall St. Rank hold EXFY as of Q3 2025.

  • MetLife Investment Management reported no remaining Expensify position as of Q3 2025 after selling out during the quarter.
  • MetLife Investment Management sold 39,714 Expensify shares in Q3 2025, an estimated $103K.
  • MetLife Investment Management first reported a position in Expensify in Q2 2023 and held it in 4 quarters.
  • MetLife Investment Management's Expensify position peaked at $238K in Q2 2023.
  • 105 funds tracked by Wall St. Rank held Expensify as of Q3 2025.

Based on MetLife Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.