Williams & Novak, LLC

Position in EXFY — Expensify, Inc.

CIK 1998419 WESTLAKE VILLAGE, CA

Position in EXFY

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$95,997

+$40,100 QoQ

Shares Held

53,630

-16.5% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#44

of 101 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Williams & Novak, LLC holds $2,127,259 across 6 Software - Application names. EXFY ranks #3 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	11,292	$1,769,004
2	SSTI	Soundthinking, Inc.	11,401	$103,179
3	EXFY	Expensify, Inc. This page	53,630	$95,997
4	LAW	CS Disco, Inc.	21,925	$82,876
5	EGHT	8X8 Inc /De/	22,580	$38,611
6	CMRC	Commerce.com, Inc.	12,700	$37,592

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$95,997	53,630	-16.5%	Shares	Sole	2026-07-08
2026-03-31	$55,897	64,250	+83.9%	Shares	Sole	2026-04-21
2025-12-31	$52,759	34,940	+14.4%	Shares	Sole	2026-02-05
2025-09-30	$56,499	30,540	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.