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EXFY · Expensify, Inc.

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$2.58 +0.02 (+0.78%) At close · Aug 28
Rebalance outlook locked
Market Cap
$233.44M
Shares
91.19M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding EXFY

48 fund positions
Fund Balance Value % of Fund Open
VANGUARD INFORMATION TECHNOLOGY INDEX FUND 1,656,962 $1,938,646 0.00%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,664,862 $1,448,263 0.00%
Fidelity Small Cap Index Fund 589,091 $600,873 0.00%
VANGUARD EXTENDED MARKET INDEX FUND 612,728 $533,012 0.00%
iShares Micro-Cap ETF 235,258 $421,112 0.03%
VANGUARD RUSSELL 2000 INDEX FUND 308,066 $360,437 0.00%
Schwab U.S. Small-Cap ETF 260,717 $305,039 0.00%
Fidelity Extended Market Index Fund 257,660 $301,462 0.00%
Ultra-Small Company Market Fund 83,000 $148,570 0.10%
WESTWOOD SMALLCAP GROWTH FUND 18,021 $145,249 0.56%
Clearwater Select Equity Fund 73,336 $131,271 0.03%
Schwab Small-Cap Index Fund 114,635 $116,928 0.00%
Fidelity Total Market Index Fund 89,714 $104,965 0.00%
Venerable US Small Cap Fund 55,614 $99,549 0.06%
Fidelity Series Total Market Index Fund 83,841 $98,094 0.00%
WisdomTree U.S. SmallCap Fund 108,844 $94,683 0.01%
Goldman Sachs Absolute Return Tracker Fund 50,128 $89,729 0.00%
Nuveen Small Cap Blend Index Fund 77,657 $79,210 0.00%
Diversified Equity Alpha Master Portfolio 30,420 $54,452 0.00%
VANGUARD BALANCED INDEX FUND 30,091 $53,863 0.00%
Fidelity Nasdaq Composite Index Fund 35,177 $41,157 0.00%
VANGUARD RUSSELL 2000 GROWTH INDEX FUND 31,126 $36,417 0.00%
Small Cap Index Fund 24,315 $28,449 0.00%
1290 VT Micro Cap Portfolio 15,866 $28,400 0.01%
Global X Russell 2000 ETF 27,033 $27,574 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 21,110 $24,699 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 28,100 $24,444 0.00%
Bridge Builder Small/Mid Cap Value Fund 13,545 $24,246 0.00%
iShares Russell Small/Mid-Cap Index Fund 11,649 $11,882 0.00%
Bridge Builder Small/Mid Cap Growth Fund 6,188 $11,077 0.00%
Blackstone Alternative Multi-Strategy Fund 5,100 $9,129 0.00%
SIIT EXTENDED MARKET INDEX FUND 6,100 $7,137 0.00%
Victory Extended Market Index Fund 6,971 $7,110 0.00%
SA Small Cap Index Portfolio 6,798 $6,934 0.00%
Nationwide Small Cap Index Fund 5,224 $5,328 0.00%
AST Small-Cap Equity Portfolio 2,700 $4,833 0.00%
VANGUARD RUSSELL 3000 INDEX FUND 3,968 $4,643 0.00%
ProShares Russell 2000 High Income ETF 2,815 $3,294 0.00%
ProShares UltraPro Russell2000 2,227 $2,606 0.00%
ProShares Ultra Russell2000 2,201 $2,575 0.00%
Destinations Small-Mid Cap Equity Fund 2,152 $2,518 0.00%
SmallCap Growth Fund I 1,682 $1,716 0.00%
SmallCap Value Fund II 1,326 $1,353 0.00%
ULTRA SMALL CAP PROFUND 678 $692 0.00%
Knights of Columbus U.S. ALL CAP INDEX FUND 311 $317 0.00%
SMALL-CAP PROFUND 109 $111 0.00%
ProShares Hedge Replication ETF 56 $66 0.00%
ProShares Russell 2000 Dynamic Buffer ETF 17 $20 0.00%
Showing 1–48 of 48 positions
Key facts CIK 1476840 CUSIP 30219Q106 13F (30d) 88 filings 88 filers Visit website Investor relations

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