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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 58 | $3.00K | 0.00% | +58 | New |
| Resolute Partners Group | 100 | $4.00K | 0.00% | +100 | New |
| Stephens Consulting, LLC | 100 | $4.40K | 0.00% | +100 | New |
| Brewin Dolphin Wealth Management Ltd | 125 | $6.00K | 0.00% | +125 | New |
| Bank of America Corp | 306 | $13.0K | 0.00% | +306 | 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 |
| The PNC Financial Services Group, Inc. | 2,000 | $88.0K | 0.00% | +2,000 | 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 |
| State Street Corp | 5,900 | $260.0K | 0.00% | +5,900 | New |
| Cubist Systematic Strategies, LLC | 7,436 | $327.0K | 0.00% | +7,436 | New |
| Atom Investors LP | 8,602 | $378.0K | 0.10% | +8,602 | New |
| Two Sigma Investments, LP | 10,289 | $453.0K | 0.00% | +10,289 | New |
| Pinz Capital Management, LP | 14,652 | $645.0K | 0.25% | +14,652 | New |
| Legal & General Group Plc | 15,000 | $659.0K | 0.00% | +15,000 | New |
| Northern Trust Corp | 16,636 | $732.0K | 0.00% | +16,636 | New |
| Bamco Inc | 17,000 | $748.0K | 0.00% | +17,000 | New |
| Laurion Capital Management LP | 17,300 | $761.0K | 0.01% | +17,300 | New |
| Millennium Management LLC | 18,539 | $816.0K | 0.00% | +18,539 | New |
| Citadel Advisors LLC | 20,917 | $920.0K | 0.00% | +20,917 | New |
| Rokos Capital Management LLP | 25,000 | $1.06M | 0.21% | +25,000 | New |
| Morgan Stanley | 24,535 | $1.08M | 0.00% | +24,535 | New |
| Squarepoint Ops LLC | 25,000 | $1.10M | 0.01% | +25,000 | New |
| Davidson Kempner Capital Management LP | 26,000 | $1.14M | 0.02% | +26,000 | New |
| Tudor Investment Corp Et Al | 36,200 | $1.59M | 0.03% | +36,200 | New |
| Marshall Wace, LLP | 38,403 | $1.69M | 0.00% | +38,403 | New |
| Crestwood Capital Management, L.P. | 45,000 | $1.98M | 0.89% | +45,000 | New |
| Charles Schwab Investment Management Inc | 45,835 | $2.02M | 0.00% | +45,835 | New |
| HBK Investments L P | 50,000 | $2.20M | 0.05% | +50,000 | New |
| Steadfast Capital Management LP | 51,790 | $2.28M | 0.04% | +51,790 | New |
| Schonfeld Strategic Advisors LLC | 58,146 | $2.56M | 0.02% | +58,146 | New |
| Balyasny Asset Management LLC | 61,578 | $2.71M | 0.01% | +61,578 | New |
| Victory Capital Management Inc | 70,798 | $3.12M | 0.00% | +70,798 | New |
| Goldman Sachs Group Inc | 71,694 | $3.15M | 0.00% | +71,694 | New |
| Caas Capital Management LP | 78,771 | $3.47M | 0.32% | +78,771 | New |
| Bank of Montreal | 87,135 | $3.72M | 0.00% | +87,135 | New |
| Adage Capital Partners GP, L.L.C. | 100,000 | $4.40M | 0.01% | +100,000 | New |
| Woodline Partners LP | 117,996 | $5.19M | 0.08% | +117,996 | New |
| Optimus Prime Fund Management Co., Ltd. | 130,000 | $5.72M | 0.35% | +130,000 | New |
| Geode Capital Management, LLC | 133,795 | $5.89M | 0.00% | +133,795 | 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 |
| Invesco Ltd. | 299,508 | $13.2M | 0.00% | +299,508 | New |
| Massachusetts Financial Services Co | 462,956 | $20.4M | 0.01% | +462,956 | New |
| Janus Henderson Group PLC | 709,862 | $31.2M | 0.01% | +709,862 | New |
| Vanguard Group Inc | 855,108 | $37.6M | 0.00% | +855,108 | New |
| FMR LLC | 884,780 | $38.9M | 0.00% | +884,780 | New |
| Baillie Gifford & Co | 900,000 | $39.6M | 0.02% | +900,000 | New |
| BlackRock Inc. | 956,014 | $42.1M | 0.00% | +956,014 | New |
| Light Street Capital Management, LLC | 1,564,597 | $68.8M | 4.11% | +1,564,597 | New |
| Durable Capital Partners LP | 1,623,692 | $71.4M | 0.56% | +1,623,692 | New |
| Capital Research Global Investors | 1,665,061 | $73.3M | 0.02% | +1,665,061 | New |
| Hall Kathryn A. | 2,341,590 | $103.0M | 23.77% | +2,341,590 | New |
| OpenView Management, LLC | 10,044,250 | $441.9M | 85.14% | +10,044,250 | New |