EXFY β€” EXPENSIFY INC

Ownership history in BRIDGEWAY CAPITAL MANAGEMENT, LLC  Β·  9 quarters on record

AI Ownership Summary

BRIDGEWAY CAPITAL MANAGEMENT, LLC reported EXPENSIFY INC (EXFY) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows EXFY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EXFY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIDGEWAY CAPITAL MANAGEMENT, LLC's position in EXPENSIFY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EXFY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRIDGEWAY CAPITAL MANAGEMENT, LLC held EXFY β€” position size vs. price
% of Fund (quarterly)    EXFY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 144,300 β€” 0% 0.00% $218K 2026-02-14 (Est.) $1.28
2025 Q3 REDUCED 144,300 -50,000 -25.7% 0.01% $267K 2025-11-14 $1.52
2025 Q2 UNCHANGED 194,300 β€” 0% 0.01% $503K 2025-08-14 $1.80
2025 Q1 ADDED 194,300 +5,000 +2.6% 0.01% $591K 2025-05-15 $2.39
2024 Q4 ADDED 189,300 +31,300 +19.8% 0.01% $634K 2025-02-14 $3.84
2024 Q3 UNCHANGED 158,000 β€” 0% 0.01% $310K 2024-11-14 $2.86
2024 Q2 REDUCED 158,000 -50,000 -24.0% 0.01% $235K 2024-08-14 $2.28
2024 Q1 ADDED 208,000 +154,535 +289.0% 0.01% $383K 2024-05-15 $1.72
2023 Q4 INITIATED 53,465 β€” β€” 0.00% $132K 2024-02-14 $1.63

FAQ About BRIDGEWAY CAPITAL MANAGEMENT, LLC and EXFY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRIDGEWAY CAPITAL MANAGEMENT, LLC reported owning EXFY?

BRIDGEWAY CAPITAL MANAGEMENT, LLC reported EXFY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EXFY position in BRIDGEWAY CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for EXFY was 0.01% in 2025 Q1.

What is the latest reported EXFY position on this page?

The most recent filing on this page is 2025 Q4, when BRIDGEWAY CAPITAL MANAGEMENT, LLC reported 144,300 shares, equal to 0.00% of portfolio, with an estimated market value of $218K.

What does the chart on this EXFY ownership page compare?

The chart compares BRIDGEWAY CAPITAL MANAGEMENT, LLC's quarterly EXFY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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