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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.

13F holders, Q1 2022

Institutional positions in Expensify, Inc. as of Mar 31, 2022. 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
48
−7 vs. Q4 2021
Shares held
25.8M
+1.59M (+6.5%) vs. Q4 2021
Total value
$453.8M
−$613.1M (−57.5%) vs. Q4 2021
New holders
13
16 more added
Sold out
20
11 more reduced

Compare with Q4 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.

Institutional holdersQ1 2022: 48 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 55 institutionsQ1 2022: 48 institutionsQ2 2022: 65 institutionsQ3 2022: 83 institutionsQ4 2022: 75 institutionsQ1 2023: 97 institutionsQ2 2023: 97 institutionsQ3 2023: 104 institutionsQ4 2023: 100 institutionsQ1 2024: 88 institutionsQ2 2024: 80 institutionsQ3 2024: 77 institutionsQ4 2024: 90 institutionsQ1 2025: 98 institutionsQ2 2025: 97 institutionsQ3 2025: 105 institutionsQ4 2025: 109 institutionsQ1 2026: 104 institutionsQ2 2026: 100 institutions
Value heldQ1 2022: $453.8M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $1.07BQ1 2022: $453.8MQ2 2022: $585.4MQ3 2022: $478.5MQ4 2022: $295.2MQ1 2023: $276.8MQ2 2023: $289.5MQ3 2023: $101.5MQ4 2023: $82.2MQ1 2024: $56.2MQ2 2024: $39.5MQ3 2024: $51.8MQ4 2024: $100.2MQ1 2025: $96.7MQ2 2025: $88.2MQ3 2025: $59.1MQ4 2025: $45.0MQ1 2026: $26.4MQ2 2026: $45.9M
Institutions holding EXFY and their total value by quarter
QuarterHoldersValue
Q2 2026100$45.9M
Q1 2026104$26.4M
Q4 2025109$45.0M
Q3 2025105$59.1M
Q2 202597$88.2M
Q1 202598$96.7M
Q4 202490$100.2M
Q3 202477$51.8M
Q2 202480$39.5M
Q1 202488$56.2M
Q4 2023100$82.2M
Q3 2023104$101.5M
Q2 202397$289.5M
Q1 202397$276.8M
Q4 202275$295.2M
Q3 202283$478.5M
Q2 202265$585.4M
Q1 202248$453.8M
Q4 202155$1.07B
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q4 2021.

Institutions holding EXFY in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
OpenView Management, LLC10,044,250$176.4M64.30%00.0%Unchanged
Hall Kathryn A.2,341,590$41.1M12.40%00.0%Unchanged
Capital Research Global Investors2,120,087$37.2M0.01%+455,026+27.3%Added
Light Street Capital Management, LLC2,102,760$36.9M2.88%+538,163+34.4%Added
Durable Capital Partners LP2,069,629$36.3M0.32%+445,937+27.5%Added
Baillie Gifford & Co1,086,875$19.1M0.01%+186,875+20.8%Added
Massachusetts Financial Services Co958,697$16.8M0.00%+495,741+107.1%Added
Vanguard Group Inc876,072$15.4M0.00%+20,964+2.5%Added
BlackRock Inc.744,682$13.1M0.00%−211,332−22.1%Reduced
Janus Henderson Group PLC705,774$12.4M0.01%−4,088−0.6%Reduced
Citadel Advisors LLC448,183$7.87M0.01%+427,266+2,042.7%Added
Pier Capital, LLC434,230$7.63M0.97%+434,230New
Ghisallo Capital Management LLC250,000$4.39M0.48%00.0%Unchanged
Optimus Prime Fund Management Co., Ltd.235,000$4.13M0.39%+105,000+80.8%Added
Invesco Ltd.221,088$3.88M0.00%−78,420−26.2%Reduced
Bank of Montreal149,000$2.91M0.00%+61,865+71.0%Added
Geode Capital Management, LLC125,485$2.20M0.00%−8,310−6.2%Reduced
Renaissance Technologies LLC123,400$2.17M0.00%+123,400New
Woodline Partners LP117,996$2.07M0.03%00.0%Unchanged
Marshall Wace, LLP110,603$1.94M0.00%+72,200+188.0%Added
D. E. Shaw & Co., Inc.89,236$1.57M0.00%+89,236New
Adage Capital Partners GP, L.L.C.85,000$1.49M0.00%−15,000−15.0%Reduced
Goldman Sachs Group Inc72,991$1.28M0.00%+1,297+1.8%Added
Victory Capital Management Inc74,546$1.12M0.00%+3,748+5.3%Added
Charles Schwab Investment Management Inc46,958$825.0K0.00%+1,123+2.5%Added
State Street Corp35,731$627.0K0.00%+29,831+505.6%Added
Jane Street Group, LLC31,343$550.0K0.00%+31,343New
Morgan Stanley27,699$486.0K0.00%+3,164+12.9%Added
Schonfeld Strategic Advisors LLC18,708$329.0K0.00%−39,438−67.8%Reduced
Northern Trust Corp16,270$286.0K0.00%−366−2.2%Reduced
FMR LLC14,991$264.0K0.00%−869,789−98.3%Reduced
Bamco Inc14,000$246.0K0.00%−3,000−17.6%Reduced
Alyeska Investment Group, L.P.13,994$246.0K0.00%+13,994New
Tudor Investment Corp Et Al11,025$194.0K0.01%−25,175−69.5%Reduced
Quantbot Technologies LP4,950$86.0K0.01%+4,950New
Tower Research Capital LLC (TRC)4,220$74.0K0.00%+4,220New
Advisor Group Holdings, Inc.2,720$48.0K0.00%−1,782−39.6%Reduced
Bank of America Corp1,347$24.0K0.00%+1,041+340.2%Added
Simplex Trading, LLC1,317$23.0K0.00%+1,317New
Newbridge Financial Services Group, Inc.1,000$18.0K0.01%00.0%Unchanged
Royal Bank of Canada1,000$18.0K0.00%+1,000New
UBS Group AG800$14.0K0.00%+800New
Money Concepts Capital Corp765$13.0K0.00%+765New
Oliver Lagore Vanvalin Investment Group242$4.00K0.00%+242New
Brewin Dolphin Wealth Management Ltd125$2.00K0.00%00.0%Unchanged
Cutler Group LP163$2.00K0.00%+163New
Stephens Consulting, LLC100$1.76K0.00%00.0%Unchanged
Wells Fargo & Company58$1.00K0.00%00.0%Unchanged
Tiger Global Management LLCSuperinvestorTiger Global Management0$00.00%−250,000−100.0%Sold out
Caas Capital Management LP0$00.00%−78,771−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−61,578−100.0%Sold out
Steadfast Capital Management LP0$00.00%−51,790−100.0%Sold out
HBK Investments L P0$00.00%−50,000−100.0%Sold out
Crestwood Capital Management, L.P.0$00.00%−45,000−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−26,000−100.0%Sold out
Squarepoint Ops LLC0$00.00%−25,000−100.0%Sold out
Rokos Capital Management LLP0$00.00%−25,000−100.0%Sold out
Millennium Management LLC0$00.00%−18,539−100.0%Sold out
Laurion Capital Management LP0$00.00%−17,300−100.0%Sold out
Legal & General Group Plc0$00.00%−15,000−100.0%Sold out
Pinz Capital Management, LP0$00.00%−14,652−100.0%Sold out
Two Sigma Investments, LP0$00.00%−10,289−100.0%Sold out
Atom Investors LP0$00.00%−8,602−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−7,436−100.0%Sold out
JPMorgan Chase & Co0$00.00%−4,479−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−2,000−100.0%Sold out
West Branch Capital LLC0$00.00%−1,000−100.0%Sold out
Resolute Partners Group0$00.00%−100−100.0%Sold out