FG
Formula Growth’s Expensify EXFY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Buy |
1,150,000
+150,000
| +15% | +$389K | 1.13% | 30 |
|
|
2025
Q1 | $3.04M | Buy |
1,000,000
+50,000
| +5% | +$152K | 1.23% | 26 |
|
|
2024
Q4 | $3.18M | Buy |
950,000
+15,000
| +2% | +$50.3K | 1.08% | 37 |
|
|
2024
Q3 | $1.83M | Buy |
935,000
+235,000
| +34% | +$461K | 0.63% | 66 |
|
|
2024
Q2 | $1.04M | Buy |
700,000
+50,000
| +8% | +$74.5K | 0.38% | 86 |
|
|
2024
Q1 | $1.2M | Buy |
650,000
+125,000
| +24% | +$230K | 0.38% | 88 |
|
|
2023
Q4 | $1.3M | Buy |
525,000
+50,000
| +11% | +$124K | 0.42% | 93 |
|
|
2023
Q3 | $1.54M | Buy |
475,000
+275,000
| +138% | +$894K | 0.53% | 75 |
|
|
2023
Q2 | $1.6M | Buy |
200,000
+20,000
| +11% | +$160K | 0.51% | 74 |
|
|
2023
Q1 | $1.47M | Buy |
+180,000
| New | +$1.47M | 0.47% | 83 |
|