Morgan Stanley
EXFY icon

Morgan Stanley’s Expensify EXFY Stock Holding History

Morgan Stanley’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
Q2 		$601K Buy
335,737
+62,888
+23% +$70.6K ﹤0.01% 5455
2026
Q1 		$237K Sell
272,849
-258,427
-49% -$307K ﹤0.01% 5804
2025
Q4 		$802K Sell
531,276
-130,036
-20% -$206K ﹤0.01% 5290
2025
Q3 		$1.22M Sell
661,312
-278,933
-30% -$565K ﹤0.01% 5076
2025
Q2 		$2.44M Buy
940,245
+10,833
+1% +$27.7K ﹤0.01% 4575
2025
Q1 		$2.83M Buy
929,412
+41,674
+5% +$145K ﹤0.01% 4375
2024
Q4 		$2.97M Buy
887,738
+617,381
+228% +$1.66M ﹤0.01% 4412
2024
Q3 		$530K Sell
270,357
-19,895
-7% -$41.3K ﹤0.01% 5375
2024
Q2 		$432K Sell
290,252
-109,389
-27% -$172K ﹤0.01% 5355
2024
Q1 		$735K Sell
399,641
-132,349
-25% -$251K ﹤0.01% 5135
2023
Q4 		$1.31M Buy
531,990
+149,038
+39% +$386K ﹤0.01% 4774
2023
Q3 		$1.24M Sell
382,952
-130,660
-25% -$706K ﹤0.01% 4670
2023
Q2 		$4.1M Buy
513,612
+284,546
+124% +$2.09M ﹤0.01% 3920
2023
Q1 		$1.87M Buy
229,066
+151,720
+196% +$1.35M ﹤0.01% 4499
2022
Q4 		$683K Buy
77,346
+22,601
+41% +$253K ﹤0.01% 5071
2022
Q3 		$815K Buy
54,745
+23,705
+76% +$442K ﹤0.01% 4998
2022
Q2 		$552K Buy
31,040
+3,341
+12% +$59.1K ﹤0.01% 5363
2022
Q1 		$486K Buy
27,699
+3,164
+13% +$77.1K ﹤0.01% 5417
2021
Q4 		$1.08M Buy
+24,535
New +$999K ﹤0.01% 5016

Other funds holding EXFY

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Morgan Stanley's EXFY Position: Q2 2026 in Review

Morgan Stanley increased its Expensify (EXFY) stake by 23% in Q2 2026, buying an estimated $70.6K and bringing the position to 335,737 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #5455.

Morgan Stanley first reported a position in EXFY in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.1M in Q2 2023. 101 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Morgan Stanley held 335,737 shares of Expensify worth $601K as of Q2 2026.
  • Morgan Stanley bought 62,888 Expensify shares in Q2 2026, an estimated $70.6K.
  • Expensify made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5455 holding.
  • Morgan Stanley first reported a position in Expensify in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's Expensify position peaked at $4.1M in Q2 2023.
  • 101 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.