Expensify, Inc. - Class A Common Stock, par value $0.0001 per share (EXFY)

CUSIP: 30219Q106

Q3 2026 13F Holders as of 30 Sep 2026

Holder snapshot 6 signals
Share change
-77,439
SEC-reported price per share
$2.25
Number of holders
31
Value change
-$82,722
Number of buys
14
Number of sells
24
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
79,411,765

Security key

30219Q106

Report period

Q3 2026

Institutions

31

Top holders

10

Ownership snapshot

Top reported holders of EXFY - Expensify, Inc. - Class A Common Stock, par value $0.0001 per share (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
Octopus Head, Inc
Comparable rows
2/15
Latest evidence
30 Jun 2026
3/4/5 13D/G 13F Lead comparable stake: 6.8% 13 rows are not safely comparable across share classes. 13D/G row: Octopus Head, Inc Showing 1-6 of 15 holder rows.

Quick read

Octopus Head, Inc leads the comparable SEC ownership view at 6.8%.

2 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 Octopus Head, Inc's linked filing trail.
Comparable ownership Top 2
Octopus Head, Inc 6.8%
David Michael Barrett 6.1%

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
Octopus Head, Inc
3/4/5 13D/G
10%+ Owner
6.8%
Reported 13D/G · 23 Sep 2026
$16,291,600
6,516,640 shares
— 09 Nov 2021
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%
Reported 13D/G · 31 Dec 2024
$14,169,918
4,755,006 shares
$0 31 Dec 2024
Hillsven LLC
3/4/5
10%+ Owner
—
denominator unverified
—
2,109,017 shares
— 02 Jun 2022
Parallel Advisors, LLC
13F
Company
13F
—
denominator unverified
$4,768,626
2,664,037 shares
— 30 Jun 2026
ACADIAN ASSET MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$4,392,000
2,456,422 shares
— 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$4,222,918
2,359,172 shares
— 30 Jun 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 Q3 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
31
Shares
2,472,703
Rows available
31
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 2026 vs Q2 2026 Across Filers

Q2 2026 holders
100
Q3 2026 holders
31
Holder diff
-69
Investor Q2 2026 Shares Q3 2026 Shares Share Diff Share Chg % Q2 2026 value Q3 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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