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Expensify shares owned by Savant Capital Management

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

Historical chart of Savant Capital Management investment in Expensify

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Expensify by Savant Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 16k 1.85
2024-03-31 $67k 37k 1.84

More positions owned by Savant Capital Management

American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Savant Capital Management

Top funds holding Expensify

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

View all funds holding Expensify