Expensify, Inc. - Common Stock (EXFY)

Historical Holders from Q4 2021 to Q3 2025

Symbol
EXFY on Nasdaq
CUSIP
30219Q106
Type / Class
Equity / Common Stock
Underlying class
Class A Common Stock
Underlying shares
1.0
Shares outstanding
80.5M
All holders as of June 30, 2025
Q2 2025
Total 13F shares, excl. options
34.1M
Holdings value
$88.2M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
97
Number of buys
62
Number of sells
-52
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Expensify, Inc. - Common Stock (EXFY)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Barrett David Michael 6.1% $14.5M 4.76M David Barrett, individually and as trustee of the Barrett Family Trust, solely in such trust's capacity as the controlling member of Barrett Trust LLC Dec 31, 2024
VANGUARD GROUP INC 5.4% $12.9M 4.35M The Vanguard Group Jun 30, 2025

Institutional Holders of Expensify, Inc. - Common Stock (EXFY)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 12.5K $23.2K -$9.85K $1.85 1
2025 Q2 34.1M $88.2M +$4.59M $2.59 97
2025 Q1 31.8M $96.7M +$5.49M $3.04 97
2024 Q4 29.9M $100M +$8.85M $3.35 88
2024 Q3 26.5M $51.8M +$376K $1.96 77
2024 Q2 26.5M $39.5M -$6.33M $1.49 78
2024 Q1 30.5M $56.2M -$7.38M $1.84 86
2023 Q4 822K $2.03M +$316K $2.47 2
2023 Q3 31.2M $102M -$71.1M $3.25 103
2023 Q2 36.3M $289M +$18.2M $7.98 97
2023 Q1 34M $277M +$4.25M $8.15 97
2022 Q4 33.4M $295M -$11.3M $8.83 73
2022 Q3 32.1M $477M -$27.6M $14.88 77
2022 Q2 32.9M $584M +$128M $17.79 62
2022 Q1 25.8M $454M +$8.07M $17.56 47
2021 Q4 24.3M $1.07B +$625M $44.00 55