IEQ CAPITAL, 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
IEQ CAPITAL, LLC ownership history of EXPENSIFY INC
ValueSharesWeighting
Q3 2023$1,513,857
-59.3%
465,8020.0%0.03%
-58.7%
Q2 2023$3,717,100
-2.1%
465,8020.0%0.08%
-14.8%
Q1 2023$3,796,286
-7.7%
465,8020.0%0.09%
-23.5%
Q4 2022$4,113,032
-40.7%
465,8020.0%0.12%
-39.5%
Q3 2022$6,931,000
-33.2%
465,802
-20.2%
0.19%
-39.7%
Q2 2022$10,382,000583,5760.32%
Other shareholders
EXPENSIFY INC shareholders Q4 2022
NameSharesValueWeighting ↓
Hall Kathryn A. 1,677,136$5,450,6921.85%
Palogic Value Management, L.P. 600,000$1,950,0000.96%
Morling Financial Advisors, LLC 167,652$544,8690.54%
FORMULA GROWTH LTD 475,000$1,543,7500.53%
HAMILTON LANE ADVISORS LLC 273,959$890,3670.52%
Optimus Prime Fund Management Co., Ltd. 445,000$1,446,2500.19%
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 355,853$1,156,5220.19%
Invenomic Capital Management LP 1,373,584$4,464,1480.19%
SVB WEALTH LLC 2,050,000$6,662,5000.15%
Shay Capital LLC 160,000$520,0000.07%
View complete list of EXPENSIFY INC shareholders