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
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
-664,339
-62% -$1.26M ﹤0.01% 5135
2023
Q4 		$2.63M Buy
1,063,980
+681,028
+178% +$1.76M ﹤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

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