# EXPENSIFY INC (EXFY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EXFY/

- Reporting holders: 2
- Reported value: $81.4K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $81.2K | 36,100 | 0.0% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $128 | 57 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $81.4K |
| Q2 2026 | 102 | $50.4M |
| Q1 2026 | 104 | $26.5M |
| Q4 2025 | 109 | $45.3M |
| Q3 2025 | 106 | $59.6M |
| Q2 2025 | 97 | $88.9M |
| Q1 2025 | 98 | $97.1M |
| Q4 2024 | 90 | $100.8M |
| Q3 2024 | 78 | $52.3M |
| Q2 2024 | 79 | $39.8M |
| Q1 2024 | 89 | $58.4M |
| Q4 2023 | 101 | $85.1M |