Security key
30219Q106
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 34,061,265
- Total 13F value
- $88,197,124
- Share change
- +2,293,853
- Put/Call ratio
- 0%
- SEC-reported price per share
- $2.59
- Number of holders
- 97
- Value change
- +$4,591,345
- Number of buys
- 62
- Number of sells
- 52
- 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
Q2 2025
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
David Michael Barrett
Disclosed value leader
David Michael Barrett
Comparable rows
15/15
Latest evidence
31 Mar 2025
13D/G
13F
Lead comparable stake: 6.1%
13D/G row: David Michael Barrett
Showing 1-6 of 15 holder rows.
Quick read
David Michael Barrett leads the comparable SEC ownership view at 6.1%.
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.
Open SEC evidence
Opens David Michael Barrett's linked filing trail.
Comparable ownership
Top 5
David Michael Barrett
6.1%
VANGUARD GROUP INC
4.4%
AMERIPRISE FINANCIAL INC
2.9%
D. E. Shaw & Co., Inc.
2.6%
MARSHALL WACE, LLP
2.1%
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 |
|---|---|---|---|---|---|
| David Michael Barrett |
13D/G
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
|
6.1%
|
$14,169,918
4,755,006 shares
|
$0 | 31 Dec 2024 |
| VANGUARD GROUP INC |
13F
Company
|
4.4%
|
$10,852,642
3,569,948 shares
|
— | 31 Mar 2025 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
2.9%
|
$6,974,323
2,294,185 shares
|
— | 31 Mar 2025 |
| D. E. Shaw & Co., Inc. |
13F
Company
|
2.6%
|
$6,332,679
2,083,118 shares
|
— | 31 Mar 2025 |
| MARSHALL WACE, LLP |
13F
Company
|
2.1%
|
$5,073,019
1,668,757 shares
|
— | 31 Mar 2025 |
| ACADIAN ASSET MANAGEMENT LLC |
13F
Company
|
1.8%
|
$4,308,000
1,418,512 shares
|
— | 31 Mar 2025 |
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 Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
97
Shares
34,061,265
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 Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
97
Q2 2025 holders
97
Holder diff
0
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend