Security key
30219Q106
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 26,460,528
- Total 13F value
- $51,766,102
- Share change
- -82,400
- Put/Call ratio
- 63%
- SEC-reported price per share
- $1.96
- Number of holders
- 76
- Value change
- +$376,451
- Number of buys
- 41
- Number of sells
- 41
- Shares outstanding
- 80,480,315
Holder snapshot
7 signals
Show 1 more signal
Security identity
1 source field
Report period
Q3 2024
Institutions
76
Top holders
10
EXFY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2024
Previous quarter: Q2 2024
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
VANGUARD GROUP INC
Disclosed value leader
VANGUARD GROUP INC
Comparable rows
15/15
Latest evidence
30 Jun 2024
13F
Lead comparable stake: 3.9%
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD GROUP INC leads the comparable SEC ownership view at 3.9%.
15 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.
Comparable ownership
Top 5
VANGUARD GROUP INC
3.9%
D. E. Shaw & Co., Inc.
3.4%
AMERIPRISE FINANCIAL INC
2.6%
Palogic Value Management, L.P.
1.9%
CITADEL ADVISORS LLC
1.6%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
Company
|
3.9%
|
$4,687,269
3,145,818 shares
|
— | 30 Jun 2024 |
| D. E. Shaw & Co., Inc. |
13F
Company
|
3.4%
|
$4,023,537
2,700,360 shares
|
— | 30 Jun 2024 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
2.6%
|
$3,171,971
2,128,840 shares
|
— | 30 Jun 2024 |
| Palogic Value Management, L.P. |
13F
Company
|
1.9%
|
$2,235,000
1,500,000 shares
|
— | 30 Jun 2024 |
| CITADEL ADVISORS LLC |
13F
Company
|
1.6%
|
$1,909,504
1,281,546 shares
|
— | 30 Jun 2024 |
| MILLENNIUM MANAGEMENT LLC |
13F
Company
|
1.4%
|
$1,717,519
1,152,697 shares
|
— | 30 Jun 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
76
Shares
26,460,528
Rows available
76
| 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 Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
78
Q3 2024 holders
76
Holder diff
-2
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 value | Q3 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend