IFP Advisors »

Expensify shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in Expensify

Tip: Access up to 7 years of quarterly data

All positions including Expensify held by IFP Advisors 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $686 371 1.85

More positions owned by IFP Advisors

Apple cs (AAPL)
Nvidia Corporation cs (NVDA)
Vanguard Index Fds Growth Etf cs (VUG)
Spdr S&p 500 Etf Tr Tr cs (SPY)
Invesco Qqq Tr cs (QQQ)
Microsoft Corp cs (MSFT)
Ishares Tr S&p 500 Grwt Etf cs (IVW)
Spdr Series Trust Portfolio S&p500 cs (SPLG)
Ishares Gold Tr Ishares mc (IAU)
Amazon cs (AMZN)
Ishares Tr Core S&p500 Etf cs (IVV)
Ishares Tr S&p 100 Etf cs (OEF)
Wisdomtree Tr Us Qtly Div Grt mc (DGRW)
Spdr Index cs (SPDW)
Vanguard Index Fds S&p 500 Etf mc (VOO)

View all positions for IFP Advisors

Top funds holding Expensify

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

View all funds holding Expensify