Expensify, Inc.

Quarter history

Tracked value counts one filer from each family. Net bought is the share change from the previous quarter. History follows the CUSIP on the latest information table, and it starts when that filer’s CIK exists, so a renamed issuer or a new CIK is shorter than ten years.

• Q2 202640 filers · $2$22.7M−$2.3M
• Q1 202647 filers · $1$14.2M−$2.7M
• Q4 202550 filers · $2$24.0M−$1.7M
• Q3 202551 filers · $2$31.1M−$5.2M
• Q2 202545 filers · $3$48.7M+$1.7M
• Q1 202537 filers · $3$55.4M+$2.9M
• Q4 202439 filers · $3$58.2M+$3.2M
• Q3 202438 filers · $2$32.3MFlat
• Q2 202437 filers · $1$24.8M−$7.7M
• Q1 202444 filers · $2$38.2M−$885K
• Q4 202344 filers · $2$52.2M+$10.7M
• Q3 202344 filers · $3$58.0M+$29.2M
• Q2 202345 filers · $8$102M+$35.7M
• Q1 202339 filers · $8$68.3M−$6.6M
• Q4 202235 filers · $9$80.4M−$37.7M
• Q3 202242 filers · $15$173M+$37.1M
• Q2 202233 filers · $18$170M+$11.2M
• Q1 202229 filers · $18$157M+$44.4M
• Q4 202132 filers · $44$348M+$348M

Who owns it

• Vanguard Capital ManagementPassive · 0.0% of their software2,359,172 shares$4.2MFlat
• Aqr Capital ManagementGeneralist · 0.0% of their software2,085,857 shares$3.7M+$1.1M
• Vanguard Portfolio ManagementPassive · 0.0% of their software1,170,440 shares · Not in the total$2.1M−$697K
• BlackRockPassive · 0.0% of their software1,109,231 shares$2.0M−$2.5M
• Jane Street GroupGeneralist · 0.0% of their software1,032,331 shares$1.8MNew · +$898K
• Marshall WaceGeneralist · 0.0% of their software751,773 shares$1.3MFlat
• Renaissance TechnologiesGeneralist · 0.0% of their software746,700 shares$1.3MFlat
• GeodePassive · 0.0% of their software663,229 shares$1.2MSplit
• Millennium ManagementGeneralist · 0.0% of their software507,991 shares$909KNew
• Two Sigma InvestmentsGeneralist · 0.0% of their software506,979 shares$907KFlat
• Vanguard Fiduciary Trust COPassive · 0.0% of their software392,794 shares · Not in the total$703KFlat
• Morgan StanleyGeneralist · 0.0% of their software335,737 shares$601KFlat
• Charles Schwab Investment ManagementPassive · 0.0% of their software260,794 shares$467KFlat
• UBS GroupGeneralist · 0.0% of their software257,293 shares$461KFlat
• State StreetPassive · 0.0% of their software243,681 shares$436KFlat
• Arrowstreet Capital, Limited PartnershipGeneralist · 0.0% of their software204,313 shares$366KNew
• Citadel AdvisorsGeneralist · 0.0% of their software173,558 shares$311KNew
• Goldman SachsGeneralist · 0.0% of their software157,928 shares$283KSplit
• Northern TrustPassive · 0.0% of their software150,590 shares$270KFlat
• Pale Fire Capital SeGeneralist · 0.1% of their software134,409 shares$241KFlat
• Bank of New York MellonPassive · 0.0% of their software110,473 shares$198KSplit
• MarinerGeneralist · 0.0% of their software101,888 shares$182KFlat
• BarclaysGeneralist · 0.0% of their software88,926 shares$159KFlat
• Bank of AmericaGeneralist · 0.0% of their software87,768 shares$157KFlat
• Creative PlanningGeneralist · 0.0% of their software86,538 shares$155KFlat
• Cerity PartnersGeneralist · 0.0% of their software84,144 shares$151KFlat
• HSBCGeneralist · 0.0% of their software82,774 shares$147KFlat
• DimensionalPassive · 0.0% of their software78,173 shares$140KFlat
• Franklin ResourcesGeneralist · 0.0% of their software55,614 shares$100KFlat
• FidelityGeneralist · 0.0% of their software45,752 shares$82KFlat
• Susquehanna International GroupGeneralist · 0.0% of their software38,712 shares$69KFlat
• Balyasny Asset ManagementGeneralist · 0.0% of their software37,387 shares$67KFlat
• Russell Investments GroupGeneralist · 0.0% of their software28,991 shares$52KFlat
• Point72 Asset ManagementGeneralist · 0.0% of their software26,675 shares$48KNew
• Focus Partners WealthGeneralist · 0.0% of their software20,361 shares$36KNew
• Vanguard Global AdvisersPassive · 0.0% of their software17,042 shares · Not in the total$31KFlat
• JPMorgan ChaseGeneralist · 0.0% of their software12,527 shares$22K—
• Bnp Paribas Financial MarketsGeneralist · 0.0% of their software10,870 shares$19KFlat
• Royal Bank of CanadaGeneralist · 0.0% of their software4,307 shares$8KFlat
• UBS Asset ManagementGeneralist · 0.0% of their software1,921 shares · Not in the total$3KFlat
• Pnc Financial Services GroupGeneralist · 0.0% of their software1,432 shares$3KFlat
• Wells FargoGeneralist · 0.0% of their software202 shares$362Flat
• Rhumbline AdvisersGeneralist · 0.0% of their software100 shares$179Flat
• CitigroupGeneralist · 0.0% of their software33 shares$59Flat

Exited

• AlliancebernsteinGeneralist0 shares$0Exited
• AmeripriseGeneralist0 shares$0Exited
• D. E. ShawGeneralist0 shares$0Sold $1.1M
• Deutsche BankGeneralist0 shares$0Exited
• InvescoPassive0 shares$0Exited
• Jacobs Levy Equity ManagementGeneralist0 shares$0Exited
• Jones Financial Companies LllpGeneralist0 shares$0Exited
• Legal & GeneralPassive0 shares$0Exited
• Mackenzie FinancialGeneralist0 shares$0Exited
• Mirae Asset Global Etfs HoldingsGeneralist0 shares$0Exited
• New York State Common Retirement FundGeneralist0 shares$0Exited
• NuveenPassive0 shares$0Exited
• Qube Research & TechnologiesGeneralist0 shares$0Exited
• Sei Investments COGeneralist0 shares$0Exited