Advisor Group Holdings, Inc. Expensify, Inc. Transaction History
Advisor Group Holdings, Inc.
- $52.6 Billion
- Q2 2025
A detailed history of Advisor Group Holdings, Inc. transactions in Expensify, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 6,976 shares of EXFY stock, worth $11,022. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,976
Previous 4,926
41.62%
Holding current value
$11,022
Previous $12,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding EXFY
# of Institutions
100Shares Held
30MCall Options Held
260KPut Options Held
0-
Vanguard Group Inc Valley Forge, PA4.35MShares$6.87 Million0.0% of portfolio
-
Acadian Asset Management LLC Boston, MA2.07MShares$3.27 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.85MShares$2.92 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY1.84MShares$2.91 Million0.0% of portfolio
-
Marshall Wace, LLP London, X01.55MShares$2.45 Million0.0% of portfolio
About Expensify, Inc.
- Ticker EXFY
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 68,252,496
- Market Cap $108M
- Description
- Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individ...