Public ownership evidence

Expensify, Inc. Class A Common Stock (EXFY) Ownership Disclosures

Read EXFY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Expensify, Inc. Class A Common Stock: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
52,643
Value (USD)
$94,231
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read EXFY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read EXFY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2052,643$94,231None
Transamerica Financial Advisors, LLC2026-06-302026-08-187,680$13,747None
FORMULA GROWTH LTD2026-06-302026-08-18875,000$1,566,250None
Aster Capital Management (DIFC) Ltd2026-06-302026-08-15117,990$211,202None
JPL Wealth Management, LLC2026-06-302026-08-155$9None
Susquehanna Portfolio Strategies, LLC2026-06-302026-08-1521,400$38,306None
Mutual Advisors, LLC2026-06-302026-08-1510,000$17,900None
XTX Topco Ltd2026-06-302026-08-1564,764$115,928None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15260,794$466,821None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15260,794$466,821None
OSAIC HOLDINGS, INC.2026-06-302026-08-1526$47None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,790$13,941None
Schonfeld Strategic Advisors LLC2026-06-302026-08-1513,658$24,447None
JANE STREET GROUP, LLC2026-06-302026-08-15770,906$1,379,922None
JANE STREET GROUP, LLC2026-06-302026-08-15261,425$467,951None
HRT FINANCIAL LP2026-06-302026-08-15170,666$305,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1538,712$69,294None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155$9None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-15507,991$909,304None
Palogic Value Management, L.P.2026-06-302026-08-151,768,456$3,165,536None
Balyasny Asset Management L.P.2026-06-302026-08-1537,387$66,923None
Cerity Partners LLC2026-06-302026-08-1569,751$124,854None
Cerity Partners LLC2026-06-302026-08-1514,393$25,764None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1596$172None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15394$705None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-159,186$16,443None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1586$154None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1536,266$64,916None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-156,812$12,193None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-152,032,932$3,638,948None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1585$152None
ROYAL BANK OF CANADA2026-06-302026-08-154,307$8,000None
BRIDGEWAY CAPITAL MANAGEMENT, LLC2026-06-302026-08-1594,300$168,797None
CITADEL ADVISORS LLC2026-06-302026-08-15173,558$310,669None
RBF Capital, LLC2026-06-302026-08-15120,000$214,800None
GROUP ONE TRADING LLC2026-06-302026-08-1521,457$38,408None
CastleKnight Management LP2026-06-302026-08-151,730,062$3,096,811None
Point72 Asset Management, L.P.2026-06-302026-08-1526,675$47,748None
TWO SIGMA SECURITIES, LLC2026-06-302026-08-1514,041$25,133None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-15506,979$907,492None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15107,998$193,316None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1549,930$89,375None
HSBC HOLDINGS PLC2026-06-302026-08-1582,774$146,924None
BARCLAYS PLC2026-06-302026-08-154,980$8,914None
BARCLAYS PLC2026-06-302026-08-1583,946$150,263None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15202$362None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1527,872$49,891None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1559,896$107,214None
VANGUARD PORTFOLIO MANAGEMENT LLC2026-06-302026-08-141,170,440$2,095,088None
VANGUARD CAPITAL MANAGEMENT LLC2026-06-302026-08-142,359,172$4,222,918None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Transamerica Financial Advisors, LLC ↗FORMULA GROWTH LTD ↗Aster Capital Management (DIFC) Ltd ↗JPL Wealth Management, LLC ↗Susquehanna Portfolio Strategies, LLC ↗Mutual Advisors, LLC ↗XTX Topco Ltd ↗CHARLES SCHWAB INVESTMENT MANAGEMENT INC ↗Sixth Street Partners Management Company, L.P. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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