Ever Source Wealth Advisors, LLC Expensify, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Expensify, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 688 shares of EXFY stock, worth $1,045. This represents 0.0% of its overall portfolio holdings.
Number of Shares
688Holding current value
$1,045% of portfolio
0.0%Shares
2 transactions
Others Institutions Holding EXFY
# of Institutions
108Shares Held
28.6MCall Options Held
63.3KPut Options Held
11.6K-
Vanguard Group Inc Valley Forge, PA4.54MShares$6.91 Million0.0% of portfolio
-
Acadian Asset Management LLC Boston, MA2.27MShares$3.45 Million0.01% of portfolio
-
Castle Knight Management LP New York, NY2.16MShares$3.29 Million0.09% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.84MShares$2.79 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY1.53MShares$2.32 Million0.0% of portfolio
About Expensify, Inc.
- Ticker EXFY
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 68,252,496
- Market Cap $104M
- Description
- Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individ...