Latest Period
Q1 2026
Security Snapshot
Expensify, Inc. - Common Stock (EXFY) Institutional Ownership
CUSIP: 30219Q106
13F Institutional Holders and Ownership History from Q4 2021 to Q1 2026
Institutions Reporting
103
Shares (Excl. Options)
30,373,948
Price
$0.87
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- Security type / class
- Equity / Common Stock
- Symbol
- EXFY on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 30,373,948
- Total 13F value
- $26,419,159
- Portfolio coverage rank
- 0%
- Share change
- +576,219
- Value change
- -$258,238
- Number of holders
- 103
- Underlying class
- Class A Common Stock
- Underlying shares
- 1.0
- Shares outstanding
- 80,480,315
- SEC-reported price per share
- $1.14
- Insider filing price
- $1.14
Latest holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
2 source fields
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- EXFY - Expensify, Inc. - Common Stock is tracked under CUSIP 30219Q106.
- 103 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 109 to 103 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $45,001,975 to $26,419,159.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 103 institutions filings for Q1 2026.
Security key
30219Q106
Latest holder period
Q1 2026
13F holders
103
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
EXFY full holder history
Expensify, Inc. SEC filings
Expensify, Inc. company facts
Expensify, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 30219Q106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
EXFY
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Barrett David Michael | 6.1% | $14,169,918 | 4,755,006 | 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 | 31 Dec 2024 |
As of 31 Mar 2026, 103 institutional investors reported holding 30,373,948 shares of Expensify, Inc. - Common Stock (EXFY). This represents 38% of the company’s total 80,480,315 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
35%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5% | 3,994,506 | -1.9% | 0% | $3,474,821 |
| Palogic Value Management, L.P. | 3.1% | 2,522,566 | +80% | 0.96% | $2,194,380 |
| Verition Fund Management LLC | 2.9% | 2,350,000 | 0.02% | $2,044,265 | |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.9% | 2,305,690 | 0% | 0% | $2,005,950 |
| ACADIAN ASSET MANAGEMENT LLC | 2.7% | 2,210,606 | +1.8% | 0% | $1,918,000 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.4% | 1,971,586 | 0% | 0% | $1,715,280 |
| CastleKnight Management LP | 2.1% | 1,730,062 | 0% | 0.07% | $1,504,981 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7% | 1,369,959 | -2.2% | 0% | $1,191,934 |
| D. E. Shaw & Co., Inc. | 1.6% | 1,318,100 | -2.3% | 0% | $1,146,615 |
| MARSHALL WACE, LLP | 1.1% | 914,309 | -36% | 0% | $795,449 |
| FORMULA GROWTH LTD | 1.1% | 890,000 | -1.1% | 0.35% | $774,211 |
| AQR CAPITAL MANAGEMENT LLC | 1% | 826,233 | +414% | 0% | $718,740 |
| RENAISSANCE TECHNOLOGIES LLC | 0.9% | 725,000 | +6.7% | 0% | $630,678 |
| STATE STREET CORP | 0.9% | 723,598 | +1.4% | 0% | $629,458 |
| IEQ CAPITAL, LLC | 0.68% | 548,021 | +14% | 0% | $476,724 |
| Connor, Clark & Lunn Investment Management Ltd. | 0.63% | 504,828 | -48% | 0% | $439,150 |
| Pale Fire Capital SE | 0.6% | 481,051 | 0.04% | $418,466 | |
| NORTHERN TRUST CORP | 0.52% | 418,271 | +0.04% | 0% | $363,853 |
| VANGUARD FIDUCIARY TRUST CO | 0.48% | 390,011 | 0% | 0% | $339,310 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.47% | 380,396 | -15% | 0% | $330,906 |
| MACKENZIE FINANCIAL CORP | 0.47% | 380,185 | +137% | 0% | $330,723 |
| TWO SIGMA INVESTMENTS, LP | 0.45% | 364,223 | -1.8% | 0% | $316,838 |
| GOLDMAN SACHS GROUP INC | 0.37% | 294,787 | +0.26% | 0% | $256,435 |
| MORGAN STANLEY | 0.34% | 272,849 | -49% | 0% | $237,352 |
| Wealthspire Advisors, LLC | 0.3% | 238,530 | +125% | 0% | $207,498 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
18
Latest
Q1 2026
Rows shown
1-18 of 18
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 30,373,948 | $26,419,159 | -$258,238 | $0.87 | 103 |
| 2025 Q4 | 29,806,206 | $45,001,975 | -$3,539,097 | $1.51 | 109 |
| 2025 Q3 | 31,969,104 | $59,138,829 | -$5,472,252 | $1.85 | 104 |
| 2025 Q2 | 34,061,265 | $88,197,124 | +$4,591,345 | $2.59 | 97 |
| 2025 Q1 | 31,795,529 | $96,655,791 | +$5,493,235 | $3.04 | 97 |
| 2024 Q4 | 29,913,692 | $100,212,180 | +$8,848,558 | $3.35 | 89 |
| 2024 Q3 | 26,460,528 | $51,766,102 | +$376,451 | $1.96 | 76 |
| 2024 Q2 | 26,541,377 | $39,545,131 | -$6,319,149 | $1.49 | 78 |
| 2024 Q1 | 30,519,420 | $56,152,777 | -$7,633,935 | $1.84 | 87 |
| 2023 Q4 | 33,290,398 | $82,231,654 | +$2,068,297 | $2.47 | 99 |
| 2023 Q3 | 31,237,178 | $101,523,078 | -$71,059,785 | $3.25 | 103 |
| 2023 Q2 | 36,275,498 | $289,480,189 | +$18,041,106 | $7.98 | 97 |
| 2023 Q1 | 33,966,389 | $276,816,820 | +$4,251,218 | $8.15 | 97 |
| 2022 Q4 | 33,432,133 | $295,202,786 | -$11,076,016 | $8.83 | 74 |
| 2022 Q3 | 32,155,054 | $478,468,675 | -$28,571,797 | $14.88 | 80 |
| 2022 Q2 | 32,905,582 | $585,387,664 | +$125,609,311 | $17.79 | 63 |
| 2022 Q1 | 25,836,696 | $453,800,756 | +$8,045,983 | $17.56 | 48 |
| 2021 Q4 | 24,251,035 | $1,066,891,400 | +$624,940,000 | $44.00 | 55 |