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Expensify shares owned by Morling Financial Advisors

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

Historical chart of Morling Financial Advisors investment in Expensify

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

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Quarterly reported holdings in Expensify by Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $368k 149k 2.47
2023-09-30 $545k 168k 3.25
2023-06-30 $1.3M 168k 7.98
2023-03-31 $1.4M 168k 8.15
2022-12-31 $1.5M 168k 8.83

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American Centy Etf Tr Us Eqt Etf (AVUS)
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Meta Platforms Cl A (META)
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View all positions for Morling Financial Advisors

Top funds holding Expensify

Bp Wealth Management
Vanguard Group
Citadel Advisors
D. E. Shaw & Co
Millennium Management
Baillie Gifford & Co
Jacobs Levy Equity Management
Walleye Trading Advisors
Ieq Capital
Two Sigma Investments
AQR Capital Management
Charles Schwab Investment Management
Security Benefit Life Insurance
Two Sigma Advisers
Hamilton Lane Advisors

View all funds holding Expensify