Wealthspire Advisors, LLC Expensify, Inc. Transaction History
Wealthspire Advisors, LLC
- $9.93 Billion
- Q4 2024
A detailed history of Wealthspire Advisors, LLC transactions in Expensify, Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 66,212 shares of EXFY stock, worth $193,339. This represents 0.0% of its overall portfolio holdings.
Number of Shares
66,212
Previous 66,212
-0.0%
Holding current value
$193,339
Previous $129,000
71.32%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding EXFY
# of Institutions
95Shares Held
28.8MCall Options Held
133KPut Options Held
7.1K-
Vanguard Group Inc Valley Forge, PA3.5MShares$10.2 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.42MShares$7.07 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.22MShares$6.48 Million0.0% of portfolio
-
Marshall Wace, LLP London, X01.44MShares$4.2 Million0.01% of portfolio
-
Black Rock Inc. New York, NY1.11MShares$3.24 Million0.0% of portfolio
About Expensify, Inc.
- Ticker EXFY
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 68,252,496
- Market Cap $199M
- 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...