Morgan Stanley Expensify, Inc. Transaction History

Morgan Stanley

$1.39 Trillion
Q4 2024

A detailed history of Morgan Stanley transactions in Expensify, Inc. stock. As of the latest transaction made, Morgan Stanley holds 887,738 shares of EXFY stock, worth $2.89 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

887,738

Previous 270,357 228.36%

Holding current value

$2.89 Million

Previous $529,000 462.0%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$1.66 - $4.02 $1.02 Million - $2.48 Million	617,381 Added 228.36%	887,738 $2.97 Million
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

# of Institutions

Shares Held

28.7M

Call Options Held

133K

Put Options Held

7.1K

View Full List

About Expensify, Inc.

Ticker EXFY
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 68,252,496
Market Cap $223M
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...

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