Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
80.5M
-
Number of holders
-
2
-
Total 13F shares, excl. options
-
822K
-
Shares change
-
+145K
-
Total reported value, excl. options
-
$2.03M
-
Value change
-
+$316K
-
Number of buys
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1
-
Number of sells
-
-1
-
Price
-
$2.47
Significant Holders of Expensify, Inc. - Common Stock (EXFY) as of Q4 2023
3 filings reported holding EXFY - Expensify, Inc. - Common Stock as of Q4 2023.
Expensify, Inc. - Common Stock (EXFY) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 822K shares
of 80.5M outstanding shares and own 1.02% of the company stock.
Largest 10 shareholders include BlackRock Inc. (4.23M shares), SVB WEALTH LLC (3.36M shares), VANGUARD GROUP INC (2.87M shares), CITADEL ADVISORS LLC (2.79M shares), D. E. Shaw & Co., Inc. (2.1M shares), MILLENNIUM MANAGEMENT LLC (1.55M shares), BAILLIE GIFFORD & CO (1.1M shares), GEODE CAPITAL MANAGEMENT, LLC (1.09M shares), JACOBS LEVY EQUITY MANAGEMENT, INC (1.04M shares), and STATE STREET CORP (1.04M shares).
This table shows the top 2 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.