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Expensify shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities investment in Expensify

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Expensify by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $54 29 1.86

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Exxon Mobil Corp Stock (XOM)
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View all positions for Sunbelt Securities

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