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Expensify shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Expensify

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

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Quarterly reported holdings in Expensify by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $55k 63k 0.87

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Expensify

Vanguard Group
BlackRock
Vanguard Capital Management
Acadian Asset Management
Vanguard Portfolio Management
CastleKnight Management
Marshall Wace
Palogic Value Management
Geode Capital Management
D. E. Shaw & Co
Formula Growth
AQR Capital Management
State Street Corporation
Renaissance Technologies
Connor, Clark & Lunn Investment Management

View all funds holding Expensify