EXPENSIFY INC's ticker is and the CUSIP is 30219Q106. A total of 98 filers reported holding EXPENSIFY INC in Q1 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $529,910 | -1.5% | 163,049 | +141.8% | 0.00% | – |
| Q2 2023 | $538,075 | -61.4% | 67,428 | -60.6% | 0.00% | – |
| Q1 2023 | $1,395,394 | +13.5% | 171,214 | +22.9% | 0.00% | – |
| Q4 2022 | $1,229,904 | -1.4% | 139,287 | +66.1% | 0.00% | – |
| Q3 2022 | $1,248,000 | +6.7% | 83,882 | +27.6% | 0.00% | – |
| Q2 2022 | $1,170,000 | -8.7% | 65,746 | -9.9% | 0.00% | – |
| Q1 2022 | $1,282,000 | -59.4% | 72,991 | +1.8% | 0.00% | -100.0% |
| Q4 2021 | $3,155,000 | – | 71,694 | – | 0.00% | – |
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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% |