Expensify, Inc.

Historical 13F Holders

Symbol
EXFY
CUSIP
30219Q106
All holders as of
Q2 2026
Type
Equity
Class
COM CL A
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 30219Q106 since 12/18/2024, largest first.

Filer % of Class Filed
Barrett David Michael 13G/A
6.1% 2/13/2025
Event 12/31/2024
Under 5%, checked the "5 percent or less" box, or amended by a later filing (1)
Vanguard Group Inc 13G/A 0% 3/26/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 9 81.6 k $184 k
2026 Q2 102 27.4 M $49.1 M
2026 Q1 105 30.4 M $26.4 M
2025 Q4 112 29.9 M $45.1 M
2025 Q3 109 32.1 M $59.3 M
2025 Q2 102 35.9 M $93.0 M
2025 Q1 104 31.8 M $96.7 M
2024 Q4 96 29.9 M $100 M
2024 Q3 83 26.6 M $52.1 M
2024 Q2 84 27.0 M $40.2 M
2024 Q1 95 31.7 M $58.4 M
2023 Q4 109 34.6 M $85.4 M
2023 Q3 111 31.5 M $102 M
2023 Q2 102 36.5 M $292 M
2023 Q1 102 34.2 M $279 M
2022 Q4 80 33.7 M $298 M
2022 Q3 88 32.9 M $489 M
2022 Q2 68 32.9 M $585 M
2022 Q1 49 25.8 M $454 M
2021 Q4 56 24.3 M $1.07 B