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Expensify shares owned by Lavelle Capital

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

Historical chart of Lavelle Capital investment in Expensify

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

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Quarterly reported holdings in Expensify by Lavelle Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $17k 20k 0.87
2025-12-31 $30k 20k 1.51

More positions owned by Lavelle Capital

Tesla Motors (TSLA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Msci World Etf (URTH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Strategy Cl A New (MSTR)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus Mid Cap Etf (IWR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Lavelle Capital

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