Action Point Financial Planning »

Expensify shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Expensify (EXFY) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Expensify

Tip: Access up to 7 years of quarterly data

All positions including Expensify held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Expensify by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $9 5 1.80

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Expensify

Parallel Advisors
Acadian Asset Management
Vanguard Capital Management
AQR Capital Management
Palogic Value Management
CastleKnight Management
Vanguard Portfolio Management
BlackRock
Jane Street
Formula Growth
Marshall Wace
Renaissance Technologies
State Street Corporation
Geode Capital Management
Millennium Management

View all funds holding Expensify