Charles Schwab Investment Management Inc Expensify, Inc. Transaction History
Charles Schwab Investment Management Inc
- $429 Billion
- Q1 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 369,249 shares of EXFY stock, worth $550,181. This represents 0.0% of its overall portfolio holdings.
Number of Shares
369,249
Previous 362,479
1.87%
Holding current value
$550,181
Previous $895,000
24.13%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding EXFY
# of Institutions
92Shares Held
30.4MCall Options Held
0Put Options Held
26.7K-
Black Rock Inc. New York, NY4.01MShares$5.97 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.35MShares$4.99 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.81MShares$4.18 Million0.0% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il1.48MShares$2.2 Million0.0% of portfolio
-
Palogic Value Management, L.P. Dallas, TX1.27MShares$1.89 Million1.01% of portfolio
About Expensify, Inc.
- Ticker EXFY
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 68,252,496
- Market Cap $102M
- 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...