Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
80.5M
-
Number of holders
-
97
-
Total 13F shares, excl. options
-
36.3M
-
Shares change
-
+2.33M
-
Total reported value, excl. options
-
$289M
-
Value change
-
+$18.2M
-
Put/Call ratio
-
0.35
-
Number of buys
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63
-
Number of sells
-
-48
-
Price
-
$7.98
Significant Holders of Expensify, Inc. - Common Stock (EXFY) as of Q2 2023
129 filings reported holding EXFY - Expensify, Inc. - Common Stock as of Q2 2023.
Expensify, Inc. - Common Stock (EXFY) has 97 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 36.3M shares
of 80.5M outstanding shares and own 45.07% of the company stock.
Largest 10 shareholders include OpenView Management, LLC (10M shares), BlackRock Inc. (4.12M shares), VANGUARD GROUP INC (3.73M shares), SVB WEALTH LLC (2.5M shares), Hall Kathryn A. (1.98M shares), Invenomic Capital Management LP (1.36M shares), STATE STREET CORP (1.12M shares), BAILLIE GIFFORD & CO (1.1M shares), GEODE CAPITAL MANAGEMENT, LLC (1.02M shares), and AMERIPRISE FINANCIAL INC (587K shares).
This table shows the top 97 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.