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

• BlackRockPassive · 0.0% of their software3,994,506 shares$3.5MFlat
• Vanguard Capital ManagementPassive · 0.0% of their software2,305,690 shares$2.0M—
• Vanguard Portfolio ManagementPassive · 0.0% of their software1,971,586 shares · Not in the total$1.7M—
• GeodePassive · 0.0% of their software1,369,959 shares$1.2MFlat
• D. E. ShawGeneralist · 0.0% of their software1,318,100 shares$1.1MFlat
• Marshall WaceGeneralist · 0.0% of their software914,309 shares$795K−$789K
• Aqr Capital ManagementGeneralist · 0.0% of their software826,233 shares$719K+$1.0M
• Renaissance TechnologiesGeneralist · 0.0% of their software725,000 shares$631KFlat
• State StreetPassive · 0.0% of their software723,598 shares$629KFlat
• Pale Fire Capital SeGeneralist · 0.2% of their software481,051 shares$418KNew · +$726K
• Northern TrustPassive · 0.0% of their software418,271 shares$364KFlat
• Vanguard Fiduciary Trust COPassive · 0.0% of their software390,011 shares · Not in the total$339K—
• Charles Schwab Investment ManagementPassive · 0.0% of their software380,396 shares$331KFlat
• Mackenzie FinancialGeneralist · 0.0% of their software380,185 shares$331KFlat
• Two Sigma InvestmentsGeneralist · 0.0% of their software364,223 shares$317KFlat
• Goldman SachsGeneralist · 0.0% of their software294,787 shares$256KFlat
• Morgan StanleyGeneralist · 0.0% of their software272,849 shares$237KFlat
• Bank of New York MellonPassive · 0.0% of their software231,584 shares$201KFlat
• Deutsche BankGeneralist · 0.0% of their software129,384 shares$113KFlat
• Qube Research & TechnologiesGeneralist · 0.0% of their software121,784 shares$106KFlat
• Susquehanna International GroupGeneralist · 0.0% of their software97,550 shares$85KFlat
• HSBCGeneralist · 0.0% of their software84,329 shares$75KFlat
• UBS GroupGeneralist · 0.0% of their software79,725 shares$69KFlat
• DimensionalPassive · 0.0% of their software78,173 shares$68KFlat
• NuveenPassive · 0.0% of their software77,657 shares$68KFlat
• Creative PlanningGeneralist · 0.0% of their software63,059 shares$55KNew
• BarclaysGeneralist · 0.0% of their software52,163 shares$45KFlat
• Balyasny Asset ManagementGeneralist · 0.0% of their software49,980 shares$43KFlat
• Bank of AmericaGeneralist · 0.0% of their software48,679 shares$42KFlat
• Jacobs Levy Equity ManagementGeneralist · 0.0% of their software47,816 shares$42KFlat
• InvescoPassive · 0.0% of their software43,591 shares$38KFlat
• Rhumbline AdvisersGeneralist · 0.0% of their software42,957 shares$37KFlat
• New York State Common Retirement FundGeneralist · 0.0% of their software40,500 shares$35KFlat
• MarinerGeneralist · 0.0% of their software33,487 shares$29KFlat
• FidelityGeneralist · 0.0% of their software33,193 shares$29KFlat
• Cerity PartnersGeneralist · 0.0% of their software32,602 shares$28KNew
• Mirae Asset Global Etfs HoldingsGeneralist · 0.0% of their software29,193 shares$25KFlat
• Wells FargoGeneralist · 0.0% of their software23,482 shares$20KFlat
• Sei Investments COGeneralist · 0.0% of their software18,647 shares$16KNew
• AlliancebernsteinGeneralist · 0.0% of their software10,200 shares$15KFlat
• Vanguard Global AdvisersPassive · 0.0% of their software17,042 shares · Not in the total$15K—
• Franklin ResourcesGeneralist · 0.0% of their software16,871 shares$15KFlat
• AmeripriseGeneralist · 0.0% of their software16,742 shares$15K−$2.8M
• Bnp Paribas Financial MarketsGeneralist · 0.0% of their software12,883 shares$11KFlat
• Royal Bank of CanadaGeneralist · 0.0% of their software6,482 shares$6KFlat
• Russell Investments GroupGeneralist · 0.0% of their software5,946 shares$5KFlat
• Legal & GeneralPassive · 0.0% of their software5,425 shares$5KFlat
• CitigroupGeneralist · 0.0% of their software2,970 shares$3KFlat
• Jones Financial Companies LllpGeneralist · 0.0% of their software2,391 shares$2KFlat
• UBS Asset ManagementGeneralist · 0.0% of their software1,921 shares · Not in the total$2KNew
• Pnc Financial Services GroupGeneralist · 0.0% of their software1,344 shares$1KFlat