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Position history for IEQ CAPITAL, LLCIEQ CAPITAL, LLC's holdings in EXPENSIFY INC

IEQ CAPITAL, LLC holds 254,220 shares of EXFY (EXPENSIFY INC), worth $455,054 as of 2026-Q2. The position was decreased (-53.6% shares). EXFY represents 0.0% of IEQ CAPITAL, LLC's portfolio.

Current Value

$455,054

Current Shares

254,220

Total Value Change

-$457,918

Total Shares Change

-211,582

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
254,220
-53.6%
$455,0540.0%$1.79
0
2026-Q1
Increased
548,021
+13.5%
$476,7240.0%$0.99
27
2025-Q4
Decreased
482,823
-5.6%
$729,0630.0%$1.50
0
2025-Q3
Increased
511,608
+9.8%
$946,4750.0%$1.93
27
2025-Q2
Unchanged
465,802
0.0%
$1.2M0.0%$2.55
0
2025-Q1
Unchanged
465,802
0.0%
$1.4M0.0%$3.11
0
2024-Q4
Unchanged
465,802
0.0%
$1.6M0.0%$3.48
0
2024-Q3
Unchanged
465,802
0.0%
$912,9720.0%$2.00
0

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

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