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Expensify shares owned by Williams & Novak

Quarter-by-quarter ownership of Expensify (EXFY) shares owned by Williams & Novak from 13F filings

Historical chart of Williams & Novak investment in Expensify

Tip: Access up to 7 years of quarterly data

All positions including Expensify held by Williams & Novak consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Expensify by Williams & Novak

Quarter filed Position value Share count Share price at filing
2025-12-31 $53k 35k 1.51
2025-09-30 $57k 31k 1.85

More positions owned by Williams & Novak

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Silver Tr Ishares (SLV)
Pimco CA Municipal Income Fund (PCQ)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Apple (AAPL)
Pimco Municipal Income Fund II (PML)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

Top funds holding Expensify

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View all funds holding Expensify