Question 1

How many shares of EXFY does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY holds 335,737 shares of EXFY (EXPENSIFY INC).

Question 2

What is MORGAN STANLEY's EXFY position worth?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY's EXFY position is worth $600,969.

Question 3

Is MORGAN STANLEY buying or selling EXFY?

Accepted Answer

In 2026-Q2, MORGAN STANLEY increased their EXFY position (+23.1% change in shares).

Question 4

When did MORGAN STANLEY first buy EXFY?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in EXFY in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	335,737	+23.1%	$600,969	0.0%	$1.79	20
2026-Q1	Decreased	272,849	-48.6%	$237,352	0.0%	$0.99	0
2025-Q4	Decreased	531,276	-19.7%	$802,227	0.0%	$1.50	0
2025-Q3	Decreased	661,312	-29.7%	$1.2M	0.0%	$1.93	0
2025-Q2	Increased	940,245	+1.2%	$2.4M	0.0%	$2.55	26
2025-Q1	Increased	929,412	+4.7%	$2.8M	0.0%	$3.11	28
2024-Q4	Increased	887,738	+228.4%	$3M	0.0%	$3.48	43
2024-Q3	Decreased	270,357	-6.8%	$529,900	0.0%	$2.00	0
2024-Q2	New	290,252	-	$432,475	0.0%	$1.49	37

EXFY9 quarters

EXFY
9 quarters