EXPENSIFY INC's ticker is and the CUSIP is 30219Q106. A total of 105 filers reported holding EXPENSIFY INC in Q3 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,390 | -59.7% | 117,043 | -1.1% | 0.00% | -63.6% |
| Q2 2023 | $944,050 | -9.7% | 118,302 | -7.8% | 0.01% | -21.4% |
| Q1 2023 | $1,045,555 | -7.4% | 128,289 | +0.3% | 0.01% | -6.7% |
| Q4 2022 | $1,129,445 | -45.0% | 127,910 | -7.2% | 0.02% | -48.3% |
| Q3 2022 | $2,052,000 | -13.8% | 137,898 | +3.1% | 0.03% | -21.6% |
| Q2 2022 | $2,380,000 | +14.9% | 133,802 | +13.4% | 0.04% | +8.8% |
| Q1 2022 | $2,072,000 | -60.1% | 117,996 | 0.0% | 0.03% | -54.1% |
| Q4 2021 | $5,192,000 | – | 117,996 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Kathryn A. | 1,677,136 | $5,450,692 | 1.85% |
| Palogic Value Management, L.P. | 600,000 | $1,950,000 | 0.96% |
| Morling Financial Advisors, LLC | 167,652 | $544,869 | 0.54% |
| FORMULA GROWTH LTD | 475,000 | $1,543,750 | 0.53% |
| HAMILTON LANE ADVISORS LLC | 273,959 | $890,367 | 0.52% |
| Optimus Prime Fund Management Co., Ltd. | 445,000 | $1,446,250 | 0.19% |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 355,853 | $1,156,522 | 0.19% |
| Invenomic Capital Management LP | 1,373,584 | $4,464,148 | 0.19% |
| SVB WEALTH LLC | 2,050,000 | $6,662,500 | 0.15% |
| Shay Capital LLC | 160,000 | $520,000 | 0.07% |