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Expensify shares owned by Wealth Watch Advisors

Quarter-by-quarter ownership of Expensify (EXFY) shares owned by Wealth Watch Advisors from 13F filings

Historical chart of Wealth Watch Advisors investment in Expensify

Tip: Access up to 7 years of quarterly data

All positions including Expensify held by Wealth Watch Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Expensify by Wealth Watch Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $25 14 1.86

More positions owned by Wealth Watch Advisors

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Calamos Etf Tr Autocallable Inc (CAIE)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Listed Fds Tr Spear Alpha Etf (SPRX)

View all positions for Wealth Watch Advisors

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