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Expensify shares owned by Rockefeller Capital Management

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

Historical chart of Rockefeller Capital Management investment in Expensify

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Expensify by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $19 10 1.90
2022-12-31 $5.0k 575 8.70
2022-09-30 $8.0k 575 13.91
2022-06-30 $10k 575 17.39