Morling Financial Advisors’s Expensify EXFY Stock Holding History

Morling Financial Advisors’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 Q4	–	Sell	-149,024	Closed	-$276K	–	109
2025 Q3	$276K	Hold	149,024	–	–	0.09%	60
2025 Q2	$386K	Hold	149,024	–	–	0.13%	54
2025 Q1	$453K	Hold	149,024	–	–	0.16%	47
2024 Q4	$499K	Hold	149,024	–	–	0.17%	43
2024 Q3	$292K	Hold	149,024	–	–	0.11%	56
2024 Q2	$222K	Hold	149,024	–	–	0.1%	57
2024 Q1	$274K	Hold	149,024	–	–	0.16%	55
2023 Q4	$368K	Sell	149,024 -18,628	-11%	-$48.2K	0.3%	39
2023 Q3	$545K	Hold	167,652	–	–	0.54%	32
2023 Q2	$1.34M	Hold	167,652	–	–	1.29%	16
2023 Q1	$1.37M	Hold	167,652	–	–	1.47%	14
2022 Q4	$1.48M	Buy	+167,652	New	+$1.88M	1.89%	13

Other funds holding EXFY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Morling Financial Advisors's EXFY Position: Q4 2025 in Review

Morling Financial Advisors sold out of Expensify (EXFY) in Q4 2025, closing a stake of 149,024 shares — an estimated $276K sold.

Morling Financial Advisors first reported a position in EXFY in Q4 2022 and held it in 12 quarters. The position peaked at $1.48M in Q4 2022. 109 funds tracked by Wall St. Rank hold EXFY as of Q4 2025.

Morling Financial Advisors reported no remaining Expensify position as of Q4 2025 after selling out during the quarter.
Morling Financial Advisors sold 149,024 Expensify shares in Q4 2025, an estimated $276K.
Morling Financial Advisors first reported a position in Expensify in Q4 2022 and held it in 12 quarters.
Morling Financial Advisors's Expensify position peaked at $1.48M in Q4 2022.
109 funds tracked by Wall St. Rank held Expensify as of Q4 2025.

Based on Morling Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.