Charles Schwab Investment Management Inc Expensify, Inc. Transaction History
Charles Schwab Investment Management Inc
- $557 Billion
- Q2 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 459,813 shares of EXFY stock, worth $827,663. This represents 0.0% of its overall portfolio holdings.
Number of Shares
459,813
Previous 308,738
48.93%
Holding current value
$827,663
Previous $938,000
26.87%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding EXFY
# of Institutions
100Shares Held
30.1MCall Options Held
276KPut Options Held
0-
Vanguard Group Inc Valley Forge, PA4.35MShares$7.82 Million0.0% of portfolio
-
Acadian Asset Management LLC Boston, MA2.07MShares$3.73 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.85MShares$3.33 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY1.84MShares$3.32 Million0.0% of portfolio
-
Marshall Wace, LLP London, X01.55MShares$2.79 Million0.0% of portfolio
About Expensify, Inc.
- Ticker EXFY
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 68,252,496
- Market Cap $123M
- 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...