Morling Financial Advisors, LLC - EXPENSIFY INC ownership

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
Morling Financial Advisors, LLC ownership history of EXPENSIFY INC
ValueSharesWeighting
Q3 2023$544,869
-59.3%
167,6520.0%0.54%
-58.0%
Q2 2023$1,337,863
-2.1%
167,6520.0%1.29%
-12.7%
Q1 2023$1,366,364
-7.7%
167,6520.0%1.47%
-22.0%
Q4 2022$1,480,367167,6521.89%
Other shareholders
EXPENSIFY INC shareholders Q3 2023
NameSharesValueWeighting ↓
OpenView Management, LLC 10,044,250$88,690,728100.00%
Hall Kathryn A. 2,341,590$20,676,2408.49%
LIGHT STREET CAPITAL MANAGEMENT, LLC 1,349,211$11,913,5334.44%
Morling Financial Advisors, LLC 167,652$1,480,3671.89%
HAMILTON LANE ADVISORS LLC 273,959$2,4190.87%
Invenomic Capital Management LP 1,436,358$12,683,0410.86%
KADENSA CAPITAL Ltd 261,064$2,305,1950.69%
SVB WEALTH LLC 3,360,230$29,670,8310.40%
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 355,853$3,142,1820.40%
Optimus Prime Fund Management Co., Ltd. 235,000$2,075,0500.25%
View complete list of EXPENSIFY INC shareholders