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Expensify shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Expensify

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Expensify by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $60k 34k 1.79

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View all positions for Captrust Financial Advisors

Top funds holding Expensify

Parallel Advisors
Acadian Asset Management
Vanguard Capital Management
AQR Capital Management
Palogic Value Management
CastleKnight Management
Vanguard Portfolio Management
BlackRock
Jane Street
Formula Growth
Marshall Wace
Renaissance Technologies
State Street Corporation
Geode Capital Management
Millennium Management

View all funds holding Expensify