Security key
30219Q106
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 168,164
- Total 13F value
- $306,091
- Share change
- +30,339
- SEC-reported price per share
- $1.79
- Number of holders
- 13
- Value change
- +$69,545
- Number of buys
- 10
- Number of sells
- 2
- Shares outstanding
- 80,480,315
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
13
Top holders
10
EXFY full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 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
22 May 2026
13D/G
3/4/5
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%
Steven J. McLaughlin
15%
Timothy L. Christen
0.51%
Ellen Pao
0.36%
BlackRock, Inc.
5%
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
3/4/5
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 · Chief Executive Officer, Director
|
6.1%
|
$14,169,918
4,755,006 shares
|
$0 | 31 Dec 2024 |
| Steven J. McLaughlin |
3/4/5
10%+ Owner
|
15%
|
$10,250,850
12,203,393 shares
|
+$2,134,309 | 03 Mar 2026 |
| Timothy L. Christen |
3/4/5
Director
|
0.51%
|
$475,543
413,516 shares
|
+$57,200 | 22 May 2026 |
| Ellen Pao |
3/4/5
Director
|
0.36%
|
$336,685
292,770 shares
|
— | 22 May 2026 |
| BlackRock, Inc. |
13F
Company
|
5%
|
$3,474,821
3,994,506 shares
|
— | 31 Mar 2026 |
| Palogic Value Management, L.P. |
13F
Company
|
3.1%
|
$2,194,380
2,522,566 shares
|
— | 31 Mar 2026 |
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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
13
Shares
168,164
Rows available
13
| 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 2026 vs Q1 2026 Across Filers
Q1 2026 holders
103
Q2 2026 holders
13
Holder diff
-90
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend