Clearstead Advisors, LLC Expensify, Inc. Transaction History
Clearstead Advisors, LLC
- $7.4 Billion
- Q3 2025
A detailed history of Clearstead Advisors, LLC transactions in Expensify, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 200 shares of EXFY stock, worth $286. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200Holding current value
$286% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding EXFY
# of Institutions
98Shares Held
29.3MCall Options Held
260KPut Options Held
0-
Vanguard Group Inc Valley Forge, PA4.54MShares$6.5 Million0.0% of portfolio
-
Acadian Asset Management LLC Boston, MA2.27MShares$3.25 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.85MShares$2.64 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY1.84MShares$2.64 Million0.0% of portfolio
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Geode Capital Management, LLC Boston, MA1.41MShares$2.01 Million0.0% of portfolio
About Expensify, Inc.
- Ticker EXFY
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 68,252,496
- Market Cap $97.6M
- 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...