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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.

Q2 2022 vs. Q1 2022

How the institutions holding Expensify, Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of EXFY: Q1 2022 compared with Q2 2022
MeasureQ1 2022Q2 2022Change
Holders4865+17
Shares25.8M32.9M+7.07M (+27.4%)
Value$453.8M$585.4M+$131.6M (+29.0%)

New holders (26)

Institutions that held Expensify, Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to EXFY in Q2 2022
InstitutionSharesValue% of portfolio
Boston Private Wealth LLC3,061,230$54.5M0.84%
Ranger Investment Management, L.P.626,743$11.2M0.84%
Ieq Capital, LLC583,576$10.4M0.31%
Security Benefit Life Insurance Co355,853$6.33M0.38%
Roubaix Capital, LLC121,294$2.16M1.86%
Russell Investments Group, Ltd.107,916$1.92M0.00%
GM Advisory Group, Inc.44,482$791.0K0.12%
BIT Capital GmbH42,939$763.9K0.11%
Alpha Paradigm Partners, LLC42,767$761.0K0.31%
Swiss National Bank32,100$571.0K0.00%
Sand Hill Global Advisors, LLC27,189$484.0K0.03%
HighTower Advisors, LLC27,199$484.0K0.00%
Kadensa Capital Ltd26,247$467.0K0.18%
Bullseye Asset Management LLC20,998$374.0K0.21%
Wellington Management Group LLP18,864$336.0K0.00%
Cubist Systematic Strategies, LLC18,188$324.0K0.00%
State of Wisconsin Investment Board14,281$254.0K0.00%
California State Teachers Retirement System11,664$208.0K0.00%
The PNC Financial Services Group, Inc.9,169$163.0K0.00%
Credit Suisse AG8,967$160.0K0.00%
Legal & General Group Plc8,655$154.0K0.00%
Rockefeller Capital Management L.P.575$10.0K0.00%
Dark Forest Capital Management LP552$10.0K0.00%
Citigroup Inc332$6.00K0.00%
Level Financial Advisors, Inc.100$2.00K0.00%
JPMorgan Chase & Co61$1.00K0.00%

Sold out (9)

Institutions that held Expensify, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of EXFY in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Bank of Montreal149,000$2.91M
Adage Capital Partners GP, L.L.C.85,000$1.49M
Jane Street Group, LLC31,343$550.0K
Schonfeld Strategic Advisors LLC18,708$329.0K
Alyeska Investment Group, L.P.13,994$246.0K
Tudor Investment Corp Et Al11,025$194.0K
Simplex Trading, LLC1,317$23.0K
UBS Group AG800$14.0K
Money Concepts Capital Corp765$13.0K