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 $49.1M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Expensify, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 100
- −2 vs. Q1 2026
- Shares held
- 27.4M
- −2.92M (−9.6%) vs. Q1 2026
- Total value
- $49.1M
- +$22.7M (+85.8%) vs. Q1 2026
- New holders
- 26
- 33 more added
- Sold out
- 28
- 29 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EXFY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 100 | $49.1M |
| Q1 2026 | 104 | $26.4M |
| Q4 2025 | 109 | $45.1M |
| Q3 2025 | 105 | $59.3M |
| Q2 2025 | 97 | $88.2M |
| Q1 2025 | 98 | $96.7M |
| Q4 2024 | 90 | $100.3M |
| Q3 2024 | 77 | $52.1M |
| Q2 2024 | 80 | $39.7M |
| Q1 2024 | 88 | $58.4M |
| Q4 2023 | 100 | $84.8M |
| Q3 2023 | 104 | $102.4M |
| Q2 2023 | 97 | $291.7M |
| Q1 2023 | 97 | $279.1M |
| Q4 2022 | 75 | $295.2M |
| Q3 2022 | 83 | $488.9M |
| Q2 2022 | 65 | $585.4M |
| Q1 2022 | 48 | $453.8M |
| Q4 2021 | 55 | $1.07B |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Palogic Value Management, L.P. | 3,536,912 | $6.33M | 1.13% | +1,014,346+40.2% | Added |
| Parallel Advisors, LLC | 2,664,037 | $4.77M | 0.07% | +2,664,037 | New |
| Acadian Asset Management LLC | 2,456,422 | $4.39M | 0.01% | +245,816+11.1% | Added |
| Vanguard Capital Management LLC | 2,359,172 | $4.22M | 0.00% | +53,482+2.3% | Added |
| AQR Capital Management LLC | 2,085,857 | $3.73M | 0.00% | +1,259,624+152.5% | Added |
| CastleKnight Management LP | 1,730,062 | $3.10M | 0.11% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 1,170,440 | $2.10M | 0.00% | −801,146−40.6% | Reduced |
| BlackRock, Inc. | 1,109,231 | $1.99M | 0.00% | −2,885,275−72.2% | Reduced |
| Jane Street Group, LLC | 1,032,331 | $1.85M | 0.00% | +1,032,331 | New |
| Formula Growth Ltd | 875,000 | $1.57M | 0.55% | −15,000−1.7% | Reduced |
| Marshall Wace, LLP | 751,773 | $1.35M | 0.00% | −162,536−17.8% | Reduced |
| Renaissance Technologies LLC | 746,700 | $1.34M | 0.00% | +21,700+3.0% | Added |
| Geode Capital Management, LLC | 663,229 | $1.19M | 0.00% | −706,730−51.6% | Reduced |
| Millennium Management LLC | 507,991 | $909.3K | 0.00% | +507,991 | New |
| Two Sigma Investments, LP | 506,979 | $907.5K | 0.00% | +142,756+39.2% | Added |
| Vanguard Fiduciary Trust Co | 392,794 | $703.1K | 0.00% | +2,783+0.7% | Added |
| Morgan Stanley | 335,737 | $601.0K | 0.00% | +62,888+23.0% | Added |
| Charles Schwab Investment Management Inc | 260,794 | $466.8K | 0.00% | −119,602−31.4% | Reduced |
| UBS Group AG | 257,293 | $460.6K | 0.00% | +177,568+222.7% | Added |
| Ieq Capital, LLC | 254,220 | $455.1K | 0.00% | −293,801−53.6% | Reduced |
| State Street Corp | 243,681 | $436.2K | 0.00% | −479,917−66.3% | Reduced |
| Wealthspire Advisors, LLC | 238,530 | $427.0K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 204,313 | $365.7K | 0.00% | +204,313 | New |
| Gsa Capital Partners LLP | 184,143 | $330.0K | 0.02% | +155,007+532.0% | Added |
| Citadel Advisors LLC | 173,558 | $310.7K | 0.00% | +173,558 | New |
| HRT Financial LP | 170,666 | $305.0K | 0.00% | +170,666 | New |
| Goldman Sachs Group Inc | 157,928 | $282.7K | 0.00% | −136,859−46.4% | Reduced |
| Northern Trust Corp | 150,590 | $269.6K | 0.00% | −267,681−64.0% | Reduced |
| Pale Fire Capital SE | 134,409 | $240.6K | 0.02% | −346,642−72.1% | Reduced |
| RBF Capital, LLC | 120,000 | $214.8K | 0.01% | +120,000 | New |
| Aster Capital Management (DIFC) Ltd | 117,990 | $211.2K | 0.04% | +117,990 | New |
| Bank of New York Mellon Corp | 110,473 | $197.7K | 0.00% | −121,111−52.3% | Reduced |
| Mariner, LLC | 101,888 | $182.4K | 0.00% | +68,401+204.3% | Added |
| Bridgeway Capital Management, LLC | 94,300 | $168.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 88,926 | $159.2K | 0.00% | +36,763+70.5% | Added |
| Bank of America Corp | 87,768 | $157.1K | 0.00% | +39,089+80.3% | Added |
| Creative Planning | 86,538 | $154.9K | 0.00% | +23,479+37.2% | Added |
| Cerity Partners LLC | 84,144 | $150.6K | 0.00% | +51,542+158.1% | Added |
| HSBC Holdings PLC | 82,774 | $146.9K | 0.00% | −1,555−1.8% | Reduced |
| Dimensional Fund Advisors LP | 78,173 | $139.7K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 64,764 | $115.9K | 0.00% | +64,764 | New |
| Wealth Enhancement Advisory Services, LLC | 55,355 | $104.6K | 0.00% | +38,027+219.5% | Added |
| Franklin Resources Inc | 55,614 | $99.5K | 0.00% | +38,743+229.6% | Added |
| Williams & Novak, LLC | 53,630 | $96.0K | 0.06% | −10,620−16.5% | Reduced |
| Mercer Global Advisors Inc | 52,643 | $94.2K | 0.00% | +37,760+253.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 52,570 | $94.1K | 0.00% | −452,258−89.6% | Reduced |
| FMR LLC | 45,752 | $81.9K | 0.00% | +12,559+37.8% | Added |
| Prentiss Smith & Co Inc | 42,485 | $76.0K | 0.04% | +10,000+30.8% | Added |
| JustInvest LLC | 39,426 | $70.6K | 0.00% | +18,916+92.2% | Added |
| Susquehanna International Group, LLP | 38,712 | $69.3K | 0.00% | −58,838−60.3% | Reduced |
| Balyasny Asset Management LLC | 37,387 | $66.9K | 0.00% | −12,593−25.2% | Reduced |
| SRS Capital Advisors, Inc. | 36,514 | $65.4K | 0.00% | +36,347+21,764.7% | Added |
| Captrust Financial Advisors | 33,529 | $60.0K | 0.00% | +33,529 | New |
| Russell Investments Group, Ltd. | 28,991 | $51.9K | 0.00% | +23,045+387.6% | Added |
| Point72 Asset Management, L.P. | 26,675 | $47.7K | 0.00% | +26,675 | New |
| Merit Financial Group, LLC | 23,170 | $41.5K | 0.00% | +10,990+90.2% | Added |
| Group One Trading, L.P. | 21,457 | $38.4K | 0.00% | +13,442+167.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 21,400 | $38.3K | 0.00% | +21,400 | New |
| Colony Group, LLC | 20,361 | $36.4K | 0.00% | +20,361 | New |
| Sand Hill Global Advisors, LLC | 20,314 | $36.4K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 20,064 | $35.9K | 0.00% | +20,064 | New |
| Lavelle Capital LP | 20,000 | $35.8K | 0.02% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 19,879 | $35.6K | 0.00% | +19,879 | New |
| R Squared Ltd | 19,587 | $35.1K | 0.02% | +19,587 | New |
| Vanguard Global Advisers, LLC | 17,042 | $30.5K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 25,542 | $28.0K | 0.00% | +25,542 | New |
| Two Sigma Securities, LLC | 14,041 | $25.1K | 0.00% | −4,975−26.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,658 | $24.4K | 0.00% | +13,658 | New |
| JPMorgan Chase & Co | 12,527 | $22.0K | 0.00% | −12,970−50.9% | Reduced |
| BNP Paribas Arbitrage, SA | 10,870 | $19.5K | 0.00% | −2,013−15.6% | Reduced |
| Mutual Advisors, LLC | 10,000 | $17.9K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 8,632 | $15.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,816 | $14.0K | 0.00% | −605−7.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,680 | $13.7K | 0.00% | −1,676−17.9% | Reduced |
| Simplex Trading, LLC | 4,823 | $8.63K | 0.00% | −17,310−78.2% | Reduced |
| Royal Bank of Canada | 4,555 | $8.00K | 0.00% | −2,034−30.9% | Reduced |
| EverSource Wealth Advisors, LLC | 4,251 | $7.61K | 0.00% | +2,351+123.7% | Added |
| Tower Research Capital LLC (TRC) | 3,956 | $7.08K | 0.00% | −15,463−79.6% | Reduced |
| Allworth Financial LP | 3,763 | $6.74K | 0.00% | +3,304+719.8% | Added |
| Essential Partners LLC | 2,723 | $4.87K | 0.00% | −1,903−41.1% | Reduced |
| UBS Asset Management Americas Inc | 1,921 | $3.44K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,432 | $2.56K | 0.00% | +88+6.5% | Added |
| Rothschild Investment LLC | 1,367 | $2.45K | 0.00% | +1,114+440.3% | Added |
| SBI Securities Co., Ltd. | 895 | $1.60K | 0.00% | +134+17.6% | Added |
| True Wealth Design, LLC | 752 | $1.35K | 0.00% | +718+2,111.8% | Added |
| Farther Finance Advisors, LLC | 701 | $1.25K | 0.00% | +701 | New |
| Purpose Unlimited Inc. | 650 | $1.18K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 500 | $1.00K | 0.00% | +500 | New |
| IFP Advisors, Inc | 486 | $870 | 0.00% | +204+72.3% | Added |
| Wells Fargo & Company | 202 | $362 | 0.00% | −23,280−99.1% | Reduced |
| Fortitude Family Office, LLC | 179 | $320 | 0.00% | +179 | New |
| Caitong International Asset Management Co., Ltd | 125 | $224 | 0.00% | +125 | New |
| Rhumbline Advisers | 100 | $179 | 0.00% | −42,857−99.8% | Reduced |
| SJS Investment Consulting Inc. | 97 | $174 | 0.00% | +75+340.9% | Added |
| Citigroup Inc | 33 | $59 | 0.00% | −2,937−98.9% | Reduced |
| Smartleaf Asset Management LLC | 25 | $44 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 16 | $29 | 0.00% | +16 | New |
| Clearstead Advisors, LLC | 6 | $11 | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 5 | $9 | 0.00% | +5 | New |
| Action Point Financial Planning, LLC | 5 | $9 | 0.00% | +5 | New |