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Expensify shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Expensify (EXFY) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Expensify

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Quarterly reported holdings in Expensify by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9k 2.0k 1.95
2025-06-30 $5.1k 2.0k 2.55
2025-03-31 $6.2k 2.0k 3.11
2024-12-31 $6.7k 2.0k 3.35

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

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