Simplex Trading
EXFY icon

Simplex Trading’s Expensify EXFY Stock Holding History

Simplex Trading’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 		$19.3K Buy
22,133
+8,895
+67% +$10.6K ﹤0.01% 6812
2025
Q4 		$20K Buy
+13,238
New +$21K ﹤0.01% 6479
2025
Q3 		– Sell
-58,962
Closed -$119K – 9665
2025
Q2 		$152K Buy
58,962
+43,841
+290% +$112K ﹤0.01% 4791
2025
Q1 		$45K Sell
15,121
-5,992
-28% -$20.8K ﹤0.01% 5871
2024
Q4 		$70K Buy
21,113
+20,858
+8,180% +$56.1K ﹤0.01% 5519
2024
Q3 		$0 Sell
255
-23,155
-99% -$48.1K ﹤0.01% 9144
2024
Q2 		$34K Buy
23,410
+475
+2% +$749 ﹤0.01% 6441
2024
Q1 		$42K Buy
+22,935
New +$43.5K ﹤0.01% 6415
2023
Q4 		– Hold
0
– – – 9433
2023
Q3 		– Sell
-2,172
Closed -$11.7K – 9347
2023
Q2 		$17K Sell
2,172
-9,699
-82% -$71.2K ﹤0.01% 6928
2023
Q1 		$96K Buy
11,871
+11,758
+10,405% +$105K ﹤0.01% 5194
2022
Q4 		$0 Buy
+113
New +$1.26K ﹤0.01% 9859
2022
Q3 		– Hold
0
– – – 10518
2022
Q2 		– Sell
-1,317
Closed -$23.3K – 10566
2022
Q1 		$23K Buy
+1,317
New +$32.1K ﹤0.01% 8079

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