How many shares of EXFY does Wealthspire Advisors, LLC own?

As of 2026-Q2, Wealthspire Advisors, LLC holds 238,530 shares of EXFY (EXPENSIFY INC).

What is Wealthspire Advisors, LLC's EXFY position worth?

As of 2026-Q2, Wealthspire Advisors, LLC's EXFY position is worth $426,969.

When did Wealthspire Advisors, LLC first buy EXFY?

Based on available 13F filings, Wealthspire Advisors, LLC first reported a position in EXFY in 2023-Q4. They have held the position across 11 quarters.

Back to WA Wealthspire Advisors, LLC

EXFY
11 quarters

Position history for WAWealthspire Advisors, LLC's holdings in EXPENSIFY INC

Current Value

$426,969

Current Shares

238,530

Total Value Change

+$310,743

Total Shares Change

+191,475

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	238,530	0.0%	$426,969	0.0%	$1.79	0
2026-Q1	Increased	238,530	+124.6%	$207,498	0.0%	$0.99	37
2025-Q4	Increased	106,212	+60.4%	$160,381	0.0%	$1.50	32
2025-Q3	Unchanged	66,212	0.0%	$122,493	0.0%	$1.93	0
2025-Q2	Unchanged	66,212	0.0%	$171,490	0.0%	$2.55	0
2025-Q1	Unchanged	66,212	0.0%	$201,285	0.0%	$3.11	0
2024-Q4	Unchanged	66,212	0.0%	$221,811	0.0%	$3.48	0
2024-Q3	Unchanged	66,212	0.0%	$129,776	0.0%	$2.00	0
2024-Q2	Increased	66,212	+40.7%	$98,656	0.0%	$1.49	29
2024-Q1	Unchanged	47,055	0.0%	$86,582	0.0%	$1.84	0
2023-Q4	New	47,055	-	$116,226	0.0%	$2.47	30

Other major holders of EXFY: Capital Research Global Investors, Durable Capital Partners LP, BAILLIE GIFFORD & CO

EXFY11 quarters

EXFY
11 quarters