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Expensify shares owned by Sontag Advisory

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

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

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Quarterly reported holdings in Expensify by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $116k 47k 2.47

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding Expensify

Bp Wealth Management
Vanguard Group
Citadel Advisors
D. E. Shaw & Co
Millennium Management
Baillie Gifford & Co
Jacobs Levy Equity Management
Walleye Trading Advisors
Ieq Capital
Two Sigma Investments
AQR Capital Management
Charles Schwab Investment Management
Security Benefit Life Insurance
Two Sigma Advisers
Hamilton Lane Advisors

View all funds holding Expensify