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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $1.76K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 163 | $2.00K | 0.00% | +163 | New |
| Oliver Lagore Vanvalin Investment Group | 242 | $4.00K | 0.00% | +242 | New |
| Money Concepts Capital Corp | 765 | $13.0K | 0.00% | +765 | New |
| UBS Group AG | 800 | $14.0K | 0.00% | +800 | 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 |
| Simplex Trading, LLC | 1,317 | $23.0K | 0.00% | +1,317 | New |
| Bank of America Corp | 1,347 | $24.0K | 0.00% | +1,041+340.2% | Added |
| Advisor Group Holdings, Inc. | 2,720 | $48.0K | 0.00% | −1,782−39.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,220 | $74.0K | 0.00% | +4,220 | New |
| Quantbot Technologies LP | 4,950 | $86.0K | 0.01% | +4,950 | New |
| Tudor Investment Corp Et Al | 11,025 | $194.0K | 0.01% | −25,175−69.5% | 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 |
| FMR LLC | 14,991 | $264.0K | 0.00% | −869,789−98.3% | Reduced |
| Northern Trust Corp | 16,270 | $286.0K | 0.00% | −366−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,708 | $329.0K | 0.00% | −39,438−67.8% | Reduced |
| Morgan Stanley | 27,699 | $486.0K | 0.00% | +3,164+12.9% | Added |
| Jane Street Group, LLC | 31,343 | $550.0K | 0.00% | +31,343 | New |
| State Street Corp | 35,731 | $627.0K | 0.00% | +29,831+505.6% | Added |
| Charles Schwab Investment Management Inc | 46,958 | $825.0K | 0.00% | +1,123+2.5% | Added |
| Victory Capital Management Inc | 74,546 | $1.12M | 0.00% | +3,748+5.3% | Added |
| Goldman Sachs Group Inc | 72,991 | $1.28M | 0.00% | +1,297+1.8% | Added |
| Adage Capital Partners GP, L.L.C. | 85,000 | $1.49M | 0.00% | −15,000−15.0% | Reduced |
| D. E. Shaw & Co., Inc. | 89,236 | $1.57M | 0.00% | +89,236 | New |
| Marshall Wace, LLP | 110,603 | $1.94M | 0.00% | +72,200+188.0% | Added |
| Woodline Partners LP | 117,996 | $2.07M | 0.03% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 123,400 | $2.17M | 0.00% | +123,400 | New |
| Geode Capital Management, LLC | 125,485 | $2.20M | 0.00% | −8,310−6.2% | Reduced |
| Bank of Montreal | 149,000 | $2.91M | 0.00% | +61,865+71.0% | Added |
| Invesco Ltd. | 221,088 | $3.88M | 0.00% | −78,420−26.2% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 235,000 | $4.13M | 0.39% | +105,000+80.8% | Added |
| Ghisallo Capital Management LLC | 250,000 | $4.39M | 0.48% | 00.0% | Unchanged |
| Pier Capital, LLC | 434,230 | $7.63M | 0.97% | +434,230 | New |
| Citadel Advisors LLC | 448,183 | $7.87M | 0.01% | +427,266+2,042.7% | Added |
| Janus Henderson Group PLC | 705,774 | $12.4M | 0.01% | −4,088−0.6% | Reduced |
| BlackRock Inc. | 744,682 | $13.1M | 0.00% | −211,332−22.1% | Reduced |
| Vanguard Group Inc | 876,072 | $15.4M | 0.00% | +20,964+2.5% | Added |
| Massachusetts Financial Services Co | 958,697 | $16.8M | 0.00% | +495,741+107.1% | Added |
| Baillie Gifford & Co | 1,086,875 | $19.1M | 0.01% | +186,875+20.8% | Added |
| Durable Capital Partners LP | 2,069,629 | $36.3M | 0.32% | +445,937+27.5% | Added |
| Light Street Capital Management, LLC | 2,102,760 | $36.9M | 2.88% | +538,163+34.4% | Added |
| Capital Research Global Investors | 2,120,087 | $37.2M | 0.01% | +455,026+27.3% | Added |
| Hall Kathryn A. | 2,341,590 | $41.1M | 12.40% | 00.0% | Unchanged |
| OpenView Management, LLC | 10,044,250 | $176.4M | 64.30% | 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 |