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, Q2 2022
Institutional positions in Expensify, Inc. as of Jun 30, 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
- 65
- +17 vs. Q1 2022
- Shares held
- 32.9M
- +7.07M (+27.4%) vs. Q1 2022
- Total value
- $585.4M
- +$131.6M (+29.0%) vs. Q1 2022
- New holders
- 26
- 14 more added
- Sold out
- 9
- 15 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OpenView Management, LLC | 10,044,250 | $178.7M | 79.53% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,061,230 | $54.5M | 0.84% | +3,061,230 | New |
| Durable Capital Partners LP | 2,652,266 | $47.2M | 0.54% | +582,637+28.2% | Added |
| Vanguard Group Inc | 2,435,303 | $43.3M | 0.00% | +1,559,231+178.0% | Added |
| Hall Kathryn A. | 2,341,590 | $41.7M | 15.20% | 00.0% | Unchanged |
| Capital Research Global Investors | 2,120,087 | $37.7M | 0.01% | 00.0% | Unchanged |
| Light Street Capital Management, LLC | 1,952,461 | $34.7M | 5.06% | −150,299−7.1% | Reduced |
| Baillie Gifford & Co | 1,085,524 | $19.3M | 0.02% | −1,351−0.1% | Reduced |
| Massachusetts Financial Services Co | 1,076,054 | $19.1M | 0.01% | +117,357+12.2% | Added |
| BlackRock Inc. | 837,089 | $14.9M | 0.00% | +92,407+12.4% | Added |
| Janus Henderson Group PLC | 703,902 | $12.5M | 0.01% | −1,872−0.3% | Reduced |
| Ranger Investment Management, L.P. | 626,743 | $11.2M | 0.84% | +626,743 | New |
| Ieq Capital, LLC | 583,576 | $10.4M | 0.31% | +583,576 | New |
| Pier Capital, LLC | 434,907 | $7.74M | 1.32% | +677+0.2% | Added |
| Invesco Ltd. | 386,435 | $6.87M | 0.00% | +165,347+74.8% | Added |
| Security Benefit Life Insurance Co | 355,853 | $6.33M | 0.38% | +355,853 | New |
| Citadel Advisors LLC | 348,431 | $6.20M | 0.01% | −99,752−22.3% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 235,000 | $4.18M | 0.47% | 00.0% | Unchanged |
| Marshall Wace, LLP | 136,562 | $2.43M | 0.01% | +25,959+23.5% | Added |
| Woodline Partners LP | 133,802 | $2.38M | 0.04% | +15,806+13.4% | Added |
| Ghisallo Capital Management LLC | 125,000 | $2.22M | 0.27% | −125,000−50.0% | Reduced |
| Geode Capital Management, LLC | 122,469 | $2.18M | 0.00% | −3,016−2.4% | Reduced |
| Roubaix Capital, LLC | 121,294 | $2.16M | 1.86% | +121,294 | New |
| Russell Investments Group, Ltd. | 107,916 | $1.92M | 0.00% | +107,916 | New |
| Renaissance Technologies LLC | 91,495 | $1.63M | 0.00% | −31,905−25.9% | Reduced |
| Victory Capital Management Inc | 74,545 | $1.33M | 0.00% | −10.0% | Reduced |
| D. E. Shaw & Co., Inc. | 73,889 | $1.31M | 0.00% | −15,347−17.2% | Reduced |
| Goldman Sachs Group Inc | 65,746 | $1.17M | 0.00% | −7,245−9.9% | Reduced |
| State Street Corp | 47,993 | $854.0K | 0.00% | +12,262+34.3% | Added |
| Charles Schwab Investment Management Inc | 45,473 | $809.0K | 0.00% | −1,485−3.2% | Reduced |
| Bank of America Corp | 44,586 | $793.0K | 0.00% | +43,239+3,210.0% | Added |
| GM Advisory Group, Inc. | 44,482 | $791.0K | 0.12% | +44,482 | New |
| BIT Capital GmbH | 42,939 | $763.9K | 0.11% | +42,939 | New |
| Alpha Paradigm Partners, LLC | 42,767 | $761.0K | 0.31% | +42,767 | New |
| Swiss National Bank | 32,100 | $571.0K | 0.00% | +32,100 | New |
| Morgan Stanley | 31,040 | $552.0K | 0.00% | +3,341+12.1% | Added |
| Sand Hill Global Advisors, LLC | 27,189 | $484.0K | 0.03% | +27,189 | New |
| HighTower Advisors, LLC | 27,199 | $484.0K | 0.00% | +27,199 | New |
| Kadensa Capital Ltd | 26,247 | $467.0K | 0.18% | +26,247 | New |
| Northern Trust Corp | 22,828 | $406.0K | 0.00% | +6,558+40.3% | Added |
| Bullseye Asset Management LLC | 20,998 | $374.0K | 0.21% | +20,998 | New |
| Wellington Management Group LLP | 18,864 | $336.0K | 0.00% | +18,864 | New |
| Cubist Systematic Strategies, LLC | 18,188 | $324.0K | 0.00% | +18,188 | New |
| State of Wisconsin Investment Board | 14,281 | $254.0K | 0.00% | +14,281 | New |
| Bamco Inc | 14,000 | $249.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 11,664 | $208.0K | 0.00% | +11,664 | New |
| The PNC Financial Services Group, Inc. | 9,169 | $163.0K | 0.00% | +9,169 | New |
| Credit Suisse AG | 8,967 | $160.0K | 0.00% | +8,967 | New |
| Legal & General Group Plc | 8,655 | $154.0K | 0.00% | +8,655 | New |
| Advisor Group Holdings, Inc. | 5,686 | $101.0K | 0.00% | +2,966+109.0% | Added |
| Quantbot Technologies LP | 1,747 | $31.0K | 0.00% | −3,203−64.7% | Reduced |
| FMR LLC | 1,067 | $19.0K | 0.00% | −13,924−92.9% | Reduced |
| Royal Bank of Canada | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 575 | $10.0K | 0.00% | +575 | New |
| Dark Forest Capital Management LP | 552 | $10.0K | 0.00% | +552 | New |
| Citigroup Inc | 332 | $6.00K | 0.00% | +332 | New |
| Oliver Lagore Vanvalin Investment Group | 242 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 100 | $2.00K | 0.00% | +100 | New |
| Stephens Consulting, LLC | 100 | $1.78K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 80 | $1.00K | 0.00% | −4,140−98.1% | Reduced |
| Wells Fargo & Company | 64 | $1.00K | 0.00% | +6+10.3% | Added |
| JPMorgan Chase & Co | 61 | $1.00K | 0.00% | +61 | New |
| Cutler Group LP | 33 | $0 | 0.00% | −130−79.8% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −149,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,343−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −18,708−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −13,994−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,025−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −765−100.0% | Sold out |