Expensify, Inc.
EXFY- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001476840
No open-market purchases or sales by Expensify, Inc. insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $45.9M in total; no superinvestor holds it.
Holders of 5% or more of EXFY
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Expensify, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Barrett David Michael | 13G/A | 6.10%4.76M shares | – | Feb 13, 20251 filing | Feb 13, 2025 | SEC |
| Vanguard Group Inc | 13G | 5.40%4.35M shares | New | Jul 29, 20251 filing | Jul 29, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
2 Schedule 13D and 13G filings on Expensify, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Jul 29, 20251:12 PM ET | Vanguard Group Inc | 13G | 5.40%4.35M shares | New | Jun 30, 2025 | SEC |
| Feb 13, 20254:40 PM ET | Barrett David Michaeland 1 other | 13G/A | 6.10%4.76M shares | – | Dec 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Expensify, Inc. shares.
No Form 144 notices for Expensify, Inc. are on file.