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Expensify shares owned by Merit Financial Group

Quarter-by-quarter ownership of Expensify (EXFY) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Expensify

Tip: Access up to 7 years of quarterly data

All positions including Expensify held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Expensify by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 12k 0.87

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Gwt (IUSG)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Ishares Tr Core S&p Us Vlu (IUSV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Series Trust State Street Spd (SPTI)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Intl Ctr (CORO)

View all positions for Merit Financial Group

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