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Equibles

Williams & Novak, LLC

Position in EXFY — Expensify, Inc.

CIK 1998419 WESTLAKE VILLAGE, CA
Back to EXFY Full portfolio

Position in EXFY

as of Sep 30, 2026 · filed Oct 9, 2026
Position Value
$81,225
-$14,772 QoQ
Shares Held
36,100
-32.7% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1
of 2 holders
Holding Since
Sep 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in EXFY Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Sep 30, 2026

Williams & Novak, LLC holds $2,859,357 across 5 Software - Application names. EXFY ranks #2 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CRM
Salesforce, Inc.
 11,349 $2,605,389
2 EXFY
Expensify, Inc.
This page 		36,100 $81,225
3 LAW
CS Disco, Inc.
 19,591 $80,323
4 EGHT
8X8 Inc /De/
 23,520 $52,920
5 CMRC
Commerce.com, Inc.
 12,500 $39,500

All Filings in EXFY

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $81,225 36,100
2026-06-30 $95,997 53,630
2026-03-31 $55,897 64,250
2025-12-31 $52,759 34,940
2025-09-30 $56,499 30,540