Charles Schwab Investment Management Inc Expensify, Inc. Transaction History
Charles Schwab Investment Management Inc
- $515 Billion
- Q3 2024
A detailed history of Charles Schwab Investment Management Inc transactions in Expensify, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 308,065 shares of EXFY stock, worth $945,759. This represents 0.0% of its overall portfolio holdings.
Number of Shares
308,065
Previous 245,013
25.73%
Holding current value
$945,759
Previous $365,000
65.21%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding EXFY
# of Institutions
84Shares Held
26.5MCall Options Held
45.7KPut Options Held
29.5K-
Vanguard Group Inc Valley Forge, PA3.37MShares$10.3 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.73MShares$8.37 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.2MShares$6.75 Million0.0% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny1.44MShares$4.44 Million0.0% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny1.33MShares$4.08 Million0.0% of portfolio
About Expensify, Inc.
- Ticker EXFY
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 68,252,496
- Market Cap $210M
- 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...