A detailed history of Morgan Stanley transactions in Expensify, Inc. stock. As of the latest transaction made, Morgan Stanley holds 270,357 shares of EXFY stock, worth $951,656. This represents 0.0% of its overall portfolio holdings.

Number of Shares
270,357
Previous 290,252 6.85%
Holding current value
$951,656
Previous $432,000 22.45%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$1.45 - $2.56 $28,847 - $50,931
-19,895 Reduced 6.85%
270,357 $529,000
Q2 2024

Oct 17, 2024

SELL
$1.28 - $1.8 $140,017 - $196,900
-109,389 Reduced 27.37%
290,252 $432,000
Q2 2024

Aug 14, 2024

SELL
$1.28 - $1.8 $140,017 - $196,900
-109,389 Reduced 27.37%
290,252 $432,000
Q1 2024

Oct 17, 2024

BUY
$1.56 - $2.49 $170,646 - $272,378
109,389 Added 37.69%
399,641 $735,000
Q1 2024

Aug 16, 2024

SELL
$1.56 - $2.49 $206,464 - $329,549
-132,349 Reduced 24.88%
399,641 $735,000
Q1 2024

May 15, 2024

SELL
$1.56 - $2.49 $206,464 - $329,549
-132,349 Reduced 24.88%
399,641 $735,000
Q4 2023

Aug 16, 2024

BUY
$1.83 - $3.37 $442,380 - $814,657
241,738 Added 83.29%
531,990 $1.31 Million
Q4 2023

Feb 13, 2024

BUY
$1.83 - $3.37 $272,739 - $502,258
149,038 Added 38.92%
531,990 $1.31 Million
Q3 2023

Nov 15, 2023

SELL
$3.15 - $8.16 $411,579 - $1.07 Million
-130,660 Reduced 25.44%
382,952 $1.24 Million
Q2 2023

Aug 14, 2023

BUY
$5.73 - $8.45 $1.63 Million - $2.4 Million
284,546 Added 124.22%
513,612 $4.1 Million
Q1 2023

May 15, 2023

BUY
$7.3 - $11.45 $1.11 Million - $1.74 Million
151,720 Added 196.16%
229,066 $1.87 Million
Q4 2022

Feb 14, 2023

BUY
$8.33 - $15.88 $188,266 - $358,903
22,601 Added 41.28%
77,346 $682,000
Q3 2022

Nov 14, 2022

BUY
$14.27 - $24.3 $338,270 - $576,031
23,705 Added 76.37%
54,745 $815,000
Q2 2022

Oct 27, 2022

BUY
$14.18 - $21.24 $47,375 - $70,962
3,341 Added 12.06%
31,040 $552,000
Q2 2022

Aug 15, 2022

BUY
$14.18 - $21.24 $47,375 - $70,962
3,341 Added 12.06%
31,040 $552,000
Q1 2022

Oct 27, 2022

SELL
$15.86 - $40.38 $52,988 - $134,909
-3,341 Reduced 10.76%
27,699 $486,000
Q1 2022

May 13, 2022

BUY
$15.86 - $40.38 $50,181 - $127,762
3,164 Added 12.9%
27,699 $486,000
Q4 2021

Feb 14, 2022

BUY
$34.61 - $48.54 $849,156 - $1.19 Million
24,535 New
24,535 $1.08 Million

Others Institutions Holding EXFY

About Expensify, Inc.


  • Ticker EXFY
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 68,252,496
  • Market Cap $240M
  • Description
  • Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individ...
More about EXFY
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