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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OpenView Management, LLC | 10,044,250 | $176.4M | 64.30% | 00.0% | Unchanged |
| Hall Kathryn A. | 2,341,590 | $41.1M | 12.40% | 00.0% | Unchanged |
| Capital Research Global Investors | 2,120,087 | $37.2M | 0.01% | +455,026+27.3% | Added |
| Light Street Capital Management, LLC | 2,102,760 | $36.9M | 2.88% | +538,163+34.4% | Added |
| Durable Capital Partners LP | 2,069,629 | $36.3M | 0.32% | +445,937+27.5% | Added |
| Baillie Gifford & Co | 1,086,875 | $19.1M | 0.01% | +186,875+20.8% | Added |
| Massachusetts Financial Services Co | 958,697 | $16.8M | 0.00% | +495,741+107.1% | Added |
| Vanguard Group Inc | 876,072 | $15.4M | 0.00% | +20,964+2.5% | Added |
| BlackRock Inc. | 744,682 | $13.1M | 0.00% | −211,332−22.1% | Reduced |
| Janus Henderson Group PLC | 705,774 | $12.4M | 0.01% | −4,088−0.6% | Reduced |
| Citadel Advisors LLC | 448,183 | $7.87M | 0.01% | +427,266+2,042.7% | Added |
| Pier Capital, LLC | 434,230 | $7.63M | 0.97% | +434,230 | New |
| Ghisallo Capital Management LLC | 250,000 | $4.39M | 0.48% | 00.0% | Unchanged |
| Optimus Prime Fund Management Co., Ltd. | 235,000 | $4.13M | 0.39% | +105,000+80.8% | Added |
| Invesco Ltd. | 221,088 | $3.88M | 0.00% | −78,420−26.2% | Reduced |
| Bank of Montreal | 149,000 | $2.91M | 0.00% | +61,865+71.0% | Added |
| Geode Capital Management, LLC | 125,485 | $2.20M | 0.00% | −8,310−6.2% | Reduced |
| Renaissance Technologies LLC | 123,400 | $2.17M | 0.00% | +123,400 | New |
| Woodline Partners LP | 117,996 | $2.07M | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 110,603 | $1.94M | 0.00% | +72,200+188.0% | Added |
| D. E. Shaw & Co., Inc. | 89,236 | $1.57M | 0.00% | +89,236 | New |
| Adage Capital Partners GP, L.L.C. | 85,000 | $1.49M | 0.00% | −15,000−15.0% | Reduced |
| Goldman Sachs Group Inc | 72,991 | $1.28M | 0.00% | +1,297+1.8% | Added |
| Victory Capital Management Inc | 74,546 | $1.12M | 0.00% | +3,748+5.3% | Added |
| Charles Schwab Investment Management Inc | 46,958 | $825.0K | 0.00% | +1,123+2.5% | Added |
| State Street Corp | 35,731 | $627.0K | 0.00% | +29,831+505.6% | Added |
| Jane Street Group, LLC | 31,343 | $550.0K | 0.00% | +31,343 | New |
| Morgan Stanley | 27,699 | $486.0K | 0.00% | +3,164+12.9% | Added |
| Schonfeld Strategic Advisors LLC | 18,708 | $329.0K | 0.00% | −39,438−67.8% | Reduced |
| Northern Trust Corp | 16,270 | $286.0K | 0.00% | −366−2.2% | Reduced |
| FMR LLC | 14,991 | $264.0K | 0.00% | −869,789−98.3% | Reduced |
| Bamco Inc | 14,000 | $246.0K | 0.00% | −3,000−17.6% | Reduced |
| Alyeska Investment Group, L.P. | 13,994 | $246.0K | 0.00% | +13,994 | New |
| Tudor Investment Corp Et Al | 11,025 | $194.0K | 0.01% | −25,175−69.5% | Reduced |
| Quantbot Technologies LP | 4,950 | $86.0K | 0.01% | +4,950 | New |
| Tower Research Capital LLC (TRC) | 4,220 | $74.0K | 0.00% | +4,220 | New |
| Advisor Group Holdings, Inc. | 2,720 | $48.0K | 0.00% | −1,782−39.6% | Reduced |
| Bank of America Corp | 1,347 | $24.0K | 0.00% | +1,041+340.2% | Added |
| Simplex Trading, LLC | 1,317 | $23.0K | 0.00% | +1,317 | New |
| Newbridge Financial Services Group, Inc. | 1,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,000 | $18.0K | 0.00% | +1,000 | New |
| UBS Group AG | 800 | $14.0K | 0.00% | +800 | New |
| Money Concepts Capital Corp | 765 | $13.0K | 0.00% | +765 | New |
| Oliver Lagore Vanvalin Investment Group | 242 | $4.00K | 0.00% | +242 | New |
| Brewin Dolphin Wealth Management Ltd | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 163 | $2.00K | 0.00% | +163 | New |
| Stephens Consulting, LLC | 100 | $1.76K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −78,771−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −61,578−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −51,790−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Crestwood Capital Management, L.P. | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,539−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −14,652−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −10,289−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −8,602−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −7,436−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −4,479−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −100−100.0% | Sold out |