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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.

Q1 2022 vs. Q4 2021

How the institutions holding Expensify, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of EXFY: Q4 2021 compared with Q1 2022
MeasureQ4 2021Q1 2022Change
Holders5548−7
Shares24.3M25.8M+1.59M (+6.5%)
Value$1.07B$453.8M−$613.1M (−57.5%)

New holders (13)

Institutions that held Expensify, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to EXFY in Q1 2022
InstitutionSharesValue% of portfolio
Pier Capital, LLC434,230$7.63M0.97%
Renaissance Technologies LLC123,400$2.17M0.00%
D. E. Shaw & Co., Inc.89,236$1.57M0.00%
Jane Street Group, LLC31,343$550.0K0.00%
Alyeska Investment Group, L.P.13,994$246.0K0.00%
Quantbot Technologies LP4,950$86.0K0.01%
Tower Research Capital LLC (TRC)4,220$74.0K0.00%
Simplex Trading, LLC1,317$23.0K0.00%
Royal Bank of Canada1,000$18.0K0.00%
UBS Group AG800$14.0K0.00%
Money Concepts Capital Corp765$13.0K0.00%
Oliver Lagore Vanvalin Investment Group242$4.00K0.00%
Cutler Group LP163$2.00K0.00%

Sold out (20)

Institutions that held Expensify, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of EXFY in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Tiger Global Management LLCSuperinvestorTiger Global Management250,000$11.0M
Caas Capital Management LP78,771$3.47M
Balyasny Asset Management LLC61,578$2.71M
Steadfast Capital Management LP51,790$2.28M
HBK Investments L P50,000$2.20M
Crestwood Capital Management, L.P.45,000$1.98M
Davidson Kempner Capital Management LP26,000$1.14M
Squarepoint Ops LLC25,000$1.10M
Rokos Capital Management LLP25,000$1.06M
Millennium Management LLC18,539$816.0K
Laurion Capital Management LP17,300$761.0K
Legal & General Group Plc15,000$659.0K
Pinz Capital Management, LP14,652$645.0K
Two Sigma Investments, LP10,289$453.0K
Atom Investors LP8,602$378.0K
Cubist Systematic Strategies, LLC7,436$327.0K
JPMorgan Chase & Co4,479$197.0K
The PNC Financial Services Group, Inc.2,000$88.0K
West Branch Capital LLC1,000$44.0K
Resolute Partners Group100$4.00K