Security key
30219Q106
- Security type / class
- Equity / Common Stock
- Shares outstanding
- 80,480,315
- Total 13F shares
- 32,155,054
- Share change
- -757,823
- Total reported value
- $478,468,675
- Put/Call ratio
- 0%
- Reported price per share
- $14.88
- Number of holders
- 80
- Value change
- -$28,571,797
- Number of buys
- 52
- Number of sells
- 23
Security identity
Holder snapshot
Report period
Q3 2022
Institutions
80
Top holders
10
EXFY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2022
Previous quarter: Q2 2022
Expensify, Inc. SEC filings
Expensify, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 30219Q106
Recent filing periods:
Ownership snapshot
Top reported holders of EXFY - Expensify, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
OpenView Management, LLC
13D/G signal
—
Evidence rows
15
Latest as of
30 Jun 2022
13F
Lead comparable stake: 12%
Showing 1-6 of 15 holder rows.
Rank 1 holder
OpenView Management, LLC
13F
- Ownership
- 12%
- Position
- $178.69M
Rank 2 holder
SVB WEALTH LLC
13F
- Ownership
- 3.8%
- Position
- $54.46M
Rank 3 holder
Durable Capital Partners LP
13F
- Ownership
- 3.3%
- Position
- $47.18M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| OpenView Management, LLC |
13F
Company
|
12%
|
$178,687,000
10,044,250 shares
|
— | 30 Jun 2022 |
| SVB WEALTH LLC |
13F
Company
|
3.8%
|
$54,459,000
3,061,230 shares
|
— | 30 Jun 2022 |
| Durable Capital Partners LP |
13F
Company
|
3.3%
|
$47,184,000
2,652,266 shares
|
— | 30 Jun 2022 |
| VANGUARD GROUP INC |
13F
Company
|
3%
|
$43,324,000
2,435,303 shares
|
— | 30 Jun 2022 |
| Kathryn A. Hall |
13F
Individual
|
2.9%
|
$41,658,000
2,341,590 shares
|
— | 30 Jun 2022 |
| Capital Research Global Investors |
13F
Company
|
2.6%
|
$37,716,000
2,120,087 shares
|
— | 30 Jun 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
80
Shares
32,155,054
Rows available
80
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q3 2022 vs Q2 2022 Across Filers
Q2 2022 holders
63
Q3 2022 holders
80
Holder diff
17
| Investor | Q2 2022 Shares | Q3 2022 Shares | Share Diff | Share Chg % | Q2 2022 value | Q3 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend