Back to CHARLES SCHWAB INVESTMENT MANAGEMENT INC CHARLES SCHWAB INVESTMENT MANAGEMENT INC

EXFYEXFY
19 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in EXPENSIFY INC

Yes. Charles Schwab Investment Management holds 260,794 shares of EXFY (Expensify), worth $466,821, as of its Q2 2026 13F filing. It reduced the position by 119,602 shares (-31.4%) from Q1 2026. Charles Schwab Investment Management has held EXFY in every 13F on record since Q4 2021, 19 quarterly filings.

Current Value

$466,821

Current Shares

260,794

Total Value Change

-$1.6M

Total Shares Change

+214,959

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
260,794
-31.4%
$466,8210.0%$1.79
0
2026-Q1
Decreased
380,396
-15.2%
$330,9060.0%$0.87
0
2025-Q4
Decreased
448,331
-0.1%
$676,9800.0%$1.51
0
2025-Q3
Decreased
448,677
-2.4%
$830,0520.0%$1.85
0
2025-Q2
Increased
459,813
+48.9%
$1.2M0.0%$2.59
35
2025-Q1
Decreased
308,738
-2.6%
$938,5640.0%$3.04
0
2024-Q4
Increased
316,976
+2.9%
$1.1M0.0%$3.35
26
2024-Q3
Increased
308,065
+25.7%
$603,8070.0%$1.96
30
2024-Q2
Decreased
245,013
-33.6%
$365,0690.0%$1.49
0
2024-Q1
Increased
369,249
+1.9%
$679,4180.0%$1.84
25
2023-Q4
Increased
362,479
+10.8%
$895,3230.0%$2.47
28
2023-Q3
Decreased
327,253
-7.5%
$1.1M0.0%$3.25
0
2023-Q2
Increased
353,871
+56.3%
$2.8M0.0%$7.98
37
2023-Q1
Decreased
226,462
-1.4%
$1.8M0.0%$8.15
0
2022-Q4
Increased
229,756
+2.5%
$2M0.0%$8.83
27
2022-Q3
Increased
224,072
+392.8%
$3.3M0.0%$14.88
43
2022-Q2
Decreased
45,473
-3.2%
$809,0000.0%$17.79
0
2022-Q1
Increased
46,958
+2.5%
$825,0000.0%$17.56
25
2021-Q4
New
45,835
-
$2M0.0%$44.00
36

Other major holders of EXFY: Capital Research Global Investors, Durable Capital Partners LP, LIGHT STREET CAPITAL MANAGEMENT, LLC, BAILLIE GIFFORD & CO

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