Security key
30219Q106
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 33,966,389
- Total 13F value
- $276,816,820
- Share change
- +534,381
- Put/Call ratio
- 31%
- SEC-reported price per share
- $8.15
- Number of holders
- 97
- Value change
- +$4,251,218
- Number of buys
- 58
- Number of sells
- 32
- Shares outstanding
- 80,480,315
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2023
Institutions
97
Top holders
10
EXFY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2026
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.
Comparable stake leader
Octopus Head, Inc
Disclosed value leader
OpenView Management, LLC
Comparable rows
0/15
Latest evidence
31 Dec 2022
3/4/5
13F
Highest disclosed value: $88,690,728
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
OpenView Management, LLC has the largest disclosed position value at $88.69M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens OpenView Management, LLC's linked filing trail.
Disclosed position value
Top 5
Octopus Head, Inc
$16.29M
OpenView Management, LLC
$88.69M
VANGUARD GROUP INC
$35.16M
SVB WEALTH LLC
$29.67M
Kathryn A. Hall
$20.68M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Octopus Head, Inc |
3/4/5
10%+ Owner
|
—
denominator unverified
|
$16,291,600
6,516,640 shares
|
— | 09 Nov 2021 |
| Hillsven LLC |
3/4/5
10%+ Owner
|
—
denominator unverified
|
—
2,109,017 shares
|
— | 02 Jun 2022 |
| OpenView Management, LLC |
13F
Company
|
—
denominator unverified
|
$88,690,728
10,044,250 shares
|
— | 31 Dec 2022 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$35,156,079
3,981,436 shares
|
— | 31 Dec 2022 |
| SVB WEALTH LLC |
13F
Company
|
—
denominator unverified
|
$29,670,831
3,360,230 shares
|
— | 31 Dec 2022 |
| Kathryn A. Hall |
13F
Individual
|
—
denominator unverified
|
$20,676,240
2,341,590 shares
|
— | 31 Dec 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 Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
97
Shares
33,966,389
Rows available
97
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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 did not pass the local price check.
Compare Q1 2023 vs Q2 2026 Across Filers
Q2 2026 holders
100
Q1 2023 holders
97
Holder diff
-3
| Investor | Q2 2026 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q2 2026 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend