Expensify, Inc. - Class A Common, par value $0.0001 (EXFY)

Historical Holders from Q4 2021 to Q1 2025

Symbol
EXFY on Nasdaq
CUSIP
30219Q106
Type / Class
Equity / Class A Common, par value $0.0001
Shares outstanding
78M
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
29.9M
Holdings value
$100M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
88
Number of buys
57
Number of sells
-31
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. - Class A Common, par value $0.0001 (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

Institutional Holders of Expensify, Inc. - Class A Common, par value $0.0001 (EXFY)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 332K $1.01M +$347K $3.04 4
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 33.3M $82.2M +$1.7M $2.47 99
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