Charles Schwab Investment Management Inc Expensify, Inc. Transaction History
Charles Schwab Investment Management Inc
- $521 Billion
- Q1 2025
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 308,738 shares of EXFY stock, worth $654,524. This represents 0.0% of its overall portfolio holdings.
Number of Shares
308,738
Previous 316,976
2.6%
Holding current value
$654,524
Previous $1.06 Million
11.59%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding EXFY
# of Institutions
101Shares Held
30.7MCall Options Held
138KPut Options Held
4K-
Vanguard Group Inc Valley Forge, PA3.57MShares$7.57 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.29MShares$4.86 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.08MShares$4.42 Million0.01% of portfolio
-
Marshall Wace, LLP London, X01.67MShares$3.54 Million0.01% of portfolio
-
Acadian Asset Management LLC Boston, MA1.42MShares$3.01 Million0.01% of portfolio
About Expensify, Inc.
- Ticker EXFY
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 68,252,496
- Market Cap $145M
- 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...