Osaic Holdings
EXFY icon

Osaic Holdings’s Expensify EXFY Stock Holding History

Osaic Holdings’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 		$7.32K Sell
8,421
-1,170
-12% -$1.39K ﹤0.01% 6470
2025
Q4 		$14.5K Hold
9,591
– – ﹤0.01% 6087
2025
Q3 		$18.5K Buy
9,591
+2,615
+37% +$5.3K ﹤0.01% 5984
2025
Q2 		$18.1K Buy
6,976
+2,024
+41% +$5.17K ﹤0.01% 5787
2025
Q1 		$15.1K Buy
4,952
+52
+1% +$181 ﹤0.01% 5552
2024
Q4 		$16.4K Buy
4,900
+675
+16% +$1.81K ﹤0.01% 5476
2024
Q3 		$8.28K Buy
4,225
+625
+17% +$1.3K ﹤0.01% 5934
2024
Q2 		$5.36K Buy
3,600
+375
+12% +$591 ﹤0.01% 6133
2024
Q1 		$5.93K Buy
3,225
+55
+2% +$104 ﹤0.01% 6006
2023
Q4 		$7.82K Buy
3,170
+374
+13% +$968 ﹤0.01% 5950
2023
Q3 		$9.08K Sell
2,796
-155
-5% -$837 ﹤0.01% 5969
2023
Q2 		$23.5K Buy
2,951
+260
+10% +$1.91K ﹤0.01% 5455
2023
Q1 		$21.9K Sell
2,691
-310
-10% -$2.76K ﹤0.01% 5529
2022
Q4 		$26.2K Sell
3,001
-2,329
-44% -$26.1K ﹤0.01% 5381
2022
Q3 		$79K Sell
5,330
-356
-6% -$6.64K ﹤0.01% 4560
2022
Q2 		$101K Buy
5,686
+2,966
+109% +$52.5K ﹤0.01% 4418
2022
Q1 		$48K Sell
2,720
-1,782
-40% -$43.4K ﹤0.01% 5125
2021
Q4 		$197K Buy
+4,502
New +$183K ﹤0.01% 3959

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