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EXFYEXFY
11 quarters

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

Yes. Wealthspire Advisors holds 238,530 shares of EXFY (Expensify), worth $426,969, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Wealthspire Advisors has held EXFY since Q4 2023, across 11 quarterly 13F filings.

Current Value

$426,969

Current Shares

238,530

Total Value Change

+$310,743

Total Shares Change

+191,475

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
238,530
0.0%
$426,9690.0%$1.79
0
2026-Q1
Increased
238,530
+124.6%
$207,4980.0%$0.87
37
2025-Q4
Increased
106,212
+60.4%
$160,3810.0%$1.51
32
2025-Q3
Unchanged
66,212
0.0%
$122,4930.0%$1.85
0
2025-Q2
Unchanged
66,212
0.0%
$171,4900.0%$2.59
0
2025-Q1
Unchanged
66,212
0.0%
$201,2850.0%$3.04
0
2024-Q4
Unchanged
66,212
0.0%
$221,8110.0%$3.35
0
2024-Q3
Unchanged
66,212
0.0%
$129,7760.0%$1.96
0
2024-Q2
Increased
66,212
+40.7%
$98,6560.0%$1.49
29
2024-Q1
Unchanged
47,055
0.0%
$86,5820.0%$1.84
0
2023-Q4
New
47,055
-
$116,2260.0%$2.47
30

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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