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 $45.9M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Expensify, Inc. as of Dec 31, 2021. 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
- 55
- +55 vs. Q3 2021
- Shares held
- 24.3M
- +24.3M vs. Q3 2021
- Total value
- $1.07B
- +$1.07B vs. Q3 2021
- New holders
- 55
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q3 2021: 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 | $45.9M |
| Q1 2026 | 104 | $26.4M |
| Q4 2025 | 109 | $45.0M |
| Q3 2025 | 105 | $59.1M |
| Q2 2025 | 97 | $88.2M |
| Q1 2025 | 98 | $96.7M |
| Q4 2024 | 90 | $100.2M |
| Q3 2024 | 77 | $51.8M |
| Q2 2024 | 80 | $39.5M |
| Q1 2024 | 88 | $56.2M |
| Q4 2023 | 100 | $82.2M |
| Q3 2023 | 104 | $101.5M |
| Q2 2023 | 97 | $289.5M |
| Q1 2023 | 97 | $276.8M |
| Q4 2022 | 75 | $295.2M |
| Q3 2022 | 83 | $478.5M |
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OpenView Management, LLC | 10,044,250 | $441.9M | 85.14% | +10,044,250 | New |
| Hall Kathryn A. | 2,341,590 | $103.0M | 23.77% | +2,341,590 | New |
| Capital Research Global Investors | 1,665,061 | $73.3M | 0.02% | +1,665,061 | New |
| Durable Capital Partners LP | 1,623,692 | $71.4M | 0.56% | +1,623,692 | New |
| Light Street Capital Management, LLC | 1,564,597 | $68.8M | 4.11% | +1,564,597 | New |
| BlackRock Inc. | 956,014 | $42.1M | 0.00% | +956,014 | New |
| Baillie Gifford & Co | 900,000 | $39.6M | 0.02% | +900,000 | New |
| FMR LLC | 884,780 | $38.9M | 0.00% | +884,780 | New |
| Vanguard Group Inc | 855,108 | $37.6M | 0.00% | +855,108 | New |
| Janus Henderson Group PLC | 709,862 | $31.2M | 0.01% | +709,862 | New |
| Massachusetts Financial Services Co | 462,956 | $20.4M | 0.01% | +462,956 | New |
| Invesco Ltd. | 299,508 | $13.2M | 0.00% | +299,508 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 250,000 | $11.0M | 0.02% | +250,000 | New |
| Ghisallo Capital Management LLC | 250,000 | $11.0M | 0.55% | +250,000 | New |
| Geode Capital Management, LLC | 133,795 | $5.89M | 0.00% | +133,795 | New |
| Optimus Prime Fund Management Co., Ltd. | 130,000 | $5.72M | 0.35% | +130,000 | New |
| Woodline Partners LP | 117,996 | $5.19M | 0.08% | +117,996 | New |
| Adage Capital Partners GP, L.L.C. | 100,000 | $4.40M | 0.01% | +100,000 | New |
| Bank of Montreal | 87,135 | $3.72M | 0.00% | +87,135 | New |
| Caas Capital Management LP | 78,771 | $3.47M | 0.32% | +78,771 | New |
| Goldman Sachs Group Inc | 71,694 | $3.15M | 0.00% | +71,694 | New |
| Victory Capital Management Inc | 70,798 | $3.12M | 0.00% | +70,798 | New |
| Balyasny Asset Management LLC | 61,578 | $2.71M | 0.01% | +61,578 | New |
| Schonfeld Strategic Advisors LLC | 58,146 | $2.56M | 0.02% | +58,146 | New |
| Steadfast Capital Management LP | 51,790 | $2.28M | 0.04% | +51,790 | New |
| HBK Investments L P | 50,000 | $2.20M | 0.05% | +50,000 | New |
| Charles Schwab Investment Management Inc | 45,835 | $2.02M | 0.00% | +45,835 | New |
| Crestwood Capital Management, L.P. | 45,000 | $1.98M | 0.89% | +45,000 | New |
| Marshall Wace, LLP | 38,403 | $1.69M | 0.00% | +38,403 | New |
| Tudor Investment Corp Et Al | 36,200 | $1.59M | 0.03% | +36,200 | New |
| Davidson Kempner Capital Management LP | 26,000 | $1.14M | 0.02% | +26,000 | New |
| Squarepoint Ops LLC | 25,000 | $1.10M | 0.01% | +25,000 | New |
| Morgan Stanley | 24,535 | $1.08M | 0.00% | +24,535 | New |
| Rokos Capital Management LLP | 25,000 | $1.06M | 0.21% | +25,000 | New |
| Citadel Advisors LLC | 20,917 | $920.0K | 0.00% | +20,917 | New |
| Millennium Management LLC | 18,539 | $816.0K | 0.00% | +18,539 | New |
| Laurion Capital Management LP | 17,300 | $761.0K | 0.01% | +17,300 | New |
| Bamco Inc | 17,000 | $748.0K | 0.00% | +17,000 | New |
| Northern Trust Corp | 16,636 | $732.0K | 0.00% | +16,636 | New |
| Legal & General Group Plc | 15,000 | $659.0K | 0.00% | +15,000 | New |
| Pinz Capital Management, LP | 14,652 | $645.0K | 0.25% | +14,652 | New |
| Two Sigma Investments, LP | 10,289 | $453.0K | 0.00% | +10,289 | New |
| Atom Investors LP | 8,602 | $378.0K | 0.10% | +8,602 | New |
| Cubist Systematic Strategies, LLC | 7,436 | $327.0K | 0.00% | +7,436 | New |
| State Street Corp | 5,900 | $260.0K | 0.00% | +5,900 | New |
| JPMorgan Chase & Co | 4,479 | $197.0K | 0.00% | +4,479 | New |
| Advisor Group Holdings, Inc. | 4,502 | $197.0K | 0.00% | +4,502 | New |
| The PNC Financial Services Group, Inc. | 2,000 | $88.0K | 0.00% | +2,000 | New |
| West Branch Capital LLC | 1,000 | $44.0K | 0.02% | +1,000 | New |
| Newbridge Financial Services Group, Inc. | 1,000 | $44.0K | 0.02% | +1,000 | New |
| Bank of America Corp | 306 | $13.0K | 0.00% | +306 | New |
| Brewin Dolphin Wealth Management Ltd | 125 | $6.00K | 0.00% | +125 | New |
| Stephens Consulting, LLC | 100 | $4.40K | 0.00% | +100 | New |
| Resolute Partners Group | 100 | $4.00K | 0.00% | +100 | New |
| Wells Fargo & Company | 58 | $3.00K | 0.00% | +58 | New |