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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.

Q4 2021 vs. Q3 2021

How the institutions holding Expensify, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of EXFY: Q3 2021 compared with Q4 2021
MeasureQ3 2021Q4 2021Change
Holders055+55
Shares024.3M+24.3M
Value$0$1.07B+$1.07B

New holders (55)

Institutions that held Expensify, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to EXFY in Q4 2021
InstitutionSharesValue% of portfolio
OpenView Management, LLC10,044,250$441.9M85.14%
Hall Kathryn A.2,341,590$103.0M23.77%
Capital Research Global Investors1,665,061$73.3M0.02%
Durable Capital Partners LP1,623,692$71.4M0.56%
Light Street Capital Management, LLC1,564,597$68.8M4.11%
BlackRock Inc.956,014$42.1M0.00%
Baillie Gifford & Co900,000$39.6M0.02%
FMR LLC884,780$38.9M0.00%
Vanguard Group Inc855,108$37.6M0.00%
Janus Henderson Group PLC709,862$31.2M0.01%
Massachusetts Financial Services Co462,956$20.4M0.01%
Invesco Ltd.299,508$13.2M0.00%
Tiger Global Management LLCSuperinvestorTiger Global Management250,000$11.0M0.02%
Ghisallo Capital Management LLC250,000$11.0M0.55%
Geode Capital Management, LLC133,795$5.89M0.00%
Optimus Prime Fund Management Co., Ltd.130,000$5.72M0.35%
Woodline Partners LP117,996$5.19M0.08%
Adage Capital Partners GP, L.L.C.100,000$4.40M0.01%
Bank of Montreal87,135$3.72M0.00%
Caas Capital Management LP78,771$3.47M0.32%
Goldman Sachs Group Inc71,694$3.15M0.00%
Victory Capital Management Inc70,798$3.12M0.00%
Balyasny Asset Management LLC61,578$2.71M0.01%
Schonfeld Strategic Advisors LLC58,146$2.56M0.02%
Steadfast Capital Management LP51,790$2.28M0.04%
HBK Investments L P50,000$2.20M0.05%
Charles Schwab Investment Management Inc45,835$2.02M0.00%
Crestwood Capital Management, L.P.45,000$1.98M0.89%
Marshall Wace, LLP38,403$1.69M0.00%
Tudor Investment Corp Et Al36,200$1.59M0.03%
Davidson Kempner Capital Management LP26,000$1.14M0.02%
Squarepoint Ops LLC25,000$1.10M0.01%
Morgan Stanley24,535$1.08M0.00%
Rokos Capital Management LLP25,000$1.06M0.21%
Citadel Advisors LLC20,917$920.0K0.00%
Millennium Management LLC18,539$816.0K0.00%
Laurion Capital Management LP17,300$761.0K0.01%
Bamco Inc17,000$748.0K0.00%
Northern Trust Corp16,636$732.0K0.00%
Legal & General Group Plc15,000$659.0K0.00%
Pinz Capital Management, LP14,652$645.0K0.25%
Two Sigma Investments, LP10,289$453.0K0.00%
Atom Investors LP8,602$378.0K0.10%
Cubist Systematic Strategies, LLC7,436$327.0K0.00%
State Street Corp5,900$260.0K0.00%
JPMorgan Chase & Co4,479$197.0K0.00%
Advisor Group Holdings, Inc.4,502$197.0K0.00%
The PNC Financial Services Group, Inc.2,000$88.0K0.00%
West Branch Capital LLC1,000$44.0K0.02%
Newbridge Financial Services Group, Inc.1,000$44.0K0.02%
Bank of America Corp306$13.0K0.00%
Brewin Dolphin Wealth Management Ltd125$6.00K0.00%
Stephens Consulting, LLC100$4.40K0.00%
Resolute Partners Group100$4.00K0.00%
Wells Fargo & Company58$3.00K0.00%

Sold out (0)

Institutions that held Expensify, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

None.