Expensify shares owned by Ameriprise Financial
Quarter-by-quarter ownership of Expensify (EXFY) shares owned by Ameriprise Financial
from 13F filings
Historical chart of Ameriprise Financial investment in Expensify
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All positions including Expensify held by Ameriprise Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Expensify by Ameriprise Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 1.8M | 1.85 |
| 2025-06-30 | $4.8M | 1.8M | 2.59 |
| 2025-03-31 | $7.0M | 2.3M | 3.04 |
| 2024-12-31 | $7.4M | 2.2M | 3.35 |
| 2024-09-30 | $4.3M | 2.2M | 1.96 |
| 2024-06-30 | $3.2M | 2.1M | 1.49 |
| 2024-03-31 | $1.4M | 739k | 1.84 |
| 2023-09-30 | $2.2M | 683k | 3.25 |
| 2023-06-30 | $4.7M | 587k | 7.98 |
| 2022-09-30 | $599k | 40k | 14.88 |