SVB WEALTH LLC - EXPENSIFY INC ownership

EXPENSIFY INC's ticker is and the CUSIP is 30219Q106. A total of 77 filers reported holding EXPENSIFY INC in Q4 2022. The put-call ratio across all filers is 0.17 and the average weighting 1.5%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of EXPENSIFY INC
ValueSharesWeighting
Q3 2023$6,662,500
-66.6%
2,050,000
-18.0%
0.15%
-59.6%
Q2 2023$19,950,000
-27.2%
2,500,000
-25.6%
0.36%
-5.7%
Q1 2023$27,385,875
-7.7%
3,360,2300.0%0.38%
-4.5%
Q4 2022$29,670,831
-45.5%
3,360,230
+9.8%
0.40%
-52.1%
Q2 2022$54,459,0003,061,2300.84%
Other shareholders
EXPENSIFY INC shareholders Q4 2022
NameSharesValueWeighting ↓
OpenView Management, LLC 10,044,250$81,860,63899.99%
Hall Kathryn A. 1,977,136$16,113,6584.72%
LIGHT STREET CAPITAL MANAGEMENT, LLC 842,678$6,867,8261.68%
Morling Financial Advisors, LLC 167,652$1,366,3641.47%
HAMILTON LANE ADVISORS LLC 273,959$2,2330.76%
KADENSA CAPITAL Ltd 464,464$3,785,3820.76%
Invenomic Capital Management LP 1,472,401$12,000,0680.68%
FORMULA GROWTH LTD 180,000$1,467,0000.47%
SVB WEALTH LLC 3,360,230$27,385,8750.38%
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 355,853$2,900,2020.33%
View complete list of EXPENSIFY INC shareholders