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Expensify shares owned by Rothschild Investment

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

Historical chart of Rothschild Investment investment in Expensify

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

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Quarterly reported holdings in Expensify by Rothschild Investment

Quarter filed Position value Share count Share price at filing
2025-12-31 $89 59 1.51

More positions owned by Rothschild Investment

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Microsoft Corp Stock (MSFT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Blackstone Stock (BX)
Invesco Rafi Us 1000 Etf Etf (PRF)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Amazon Stock (AMZN)
Abbvie Stock (ABBV)
Capital Group Dividend Growers Etf Etf (CGDG)
Johnson & Johnson Stock (JNJ)
Meta Platforms Inc Cl A Stock (META)
Chevron Corporation Stock (CVX)

View all positions for Rothschild Investment

Top funds holding Expensify

Vanguard Group
BlackRock
Acadian Asset Management
Ameriprise Financial
CastleKnight Management
D. E. Shaw & Co
Marshall Wace
Palogic Value Management
Geode Capital Management
Connor, Clark & Lunn Investment Management
Formula Growth
State Street Corporation
Renaissance Technologies
Ieq Capital
Charles Schwab Investment Management

View all funds holding Expensify