Expensify shares owned by Sontag Advisory
Historical chart of Sontag Advisory investment in Expensify
Tip: Access up to 7 years of quarterly data
All positions including Expensify held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Expensify by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $123k | 66k | 1.85 |
| 2025-06-30 | $172k | 66k | 2.59 |
| 2025-03-31 | $201k | 66k | 3.04 |
| 2024-12-31 | $222k | 66k | 3.35 |
| 2024-09-30 | $130k | 66k | 1.96 |
| 2024-06-30 | $99k | 66k | 1.49 |
| 2024-03-31 | $87k | 47k | 1.84 |
| 2023-12-31 | $116k | 47k | 2.47 |