Coldstream Capital Management Inc Expensify, Inc. Transaction History
Coldstream Capital Management Inc
- $7.18 Billion
- Q3 2025
A detailed history of Coldstream Capital Management Inc transactions in Expensify, Inc. stock. As of the latest transaction made, Coldstream Capital Management Inc holds 50,347 shares of EXFY stock, worth $76,527. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50,347Holding current value
$76,527% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding EXFY
# of Institutions
106Shares Held
28.6MCall Options Held
63.3KPut Options Held
11.6K-
Vanguard Group Inc Valley Forge, PA4.54MShares$6.91 Million0.0% of portfolio
-
Acadian Asset Management LLC Boston, MA2.27MShares$3.45 Million0.01% of portfolio
-
Castle Knight Management LP New York, NY2.16MShares$3.29 Million0.09% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.84MShares$2.79 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY1.53MShares$2.32 Million0.0% of portfolio
About Expensify, Inc.
- Ticker EXFY
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 68,252,496
- Market Cap $104M
- 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...