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 |
|---|---|---|---|---|---|
| Cutler Group LP | 33 | $0 | 0.00% | −130−79.8% | Reduced |
| 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 |
| Stephens Consulting, LLC | 100 | $1.78K | 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 |
| Oliver Lagore Vanvalin Investment Group | 242 | $4.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 332 | $6.00K | 0.00% | +332 | New |
| Rockefeller Capital Management L.P. | 575 | $10.0K | 0.00% | +575 | New |
| Dark Forest Capital Management LP | 552 | $10.0K | 0.00% | +552 | New |
| 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 |
| FMR LLC | 1,067 | $19.0K | 0.00% | −13,924−92.9% | Reduced |
| Quantbot Technologies LP | 1,747 | $31.0K | 0.00% | −3,203−64.7% | Reduced |
| Advisor Group Holdings, Inc. | 5,686 | $101.0K | 0.00% | +2,966+109.0% | Added |
| Legal & General Group Plc | 8,655 | $154.0K | 0.00% | +8,655 | New |
| Credit Suisse AG | 8,967 | $160.0K | 0.00% | +8,967 | New |
| The PNC Financial Services Group, Inc. | 9,169 | $163.0K | 0.00% | +9,169 | New |
| California State Teachers Retirement System | 11,664 | $208.0K | 0.00% | +11,664 | New |
| Bamco Inc | 14,000 | $249.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 14,281 | $254.0K | 0.00% | +14,281 | New |
| Cubist Systematic Strategies, LLC | 18,188 | $324.0K | 0.00% | +18,188 | New |
| Wellington Management Group LLP | 18,864 | $336.0K | 0.00% | +18,864 | New |
| Bullseye Asset Management LLC | 20,998 | $374.0K | 0.21% | +20,998 | New |
| Northern Trust Corp | 22,828 | $406.0K | 0.00% | +6,558+40.3% | Added |
| Kadensa Capital Ltd | 26,247 | $467.0K | 0.18% | +26,247 | New |
| 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 |
| Morgan Stanley | 31,040 | $552.0K | 0.00% | +3,341+12.1% | Added |
| Swiss National Bank | 32,100 | $571.0K | 0.00% | +32,100 | New |
| Alpha Paradigm Partners, LLC | 42,767 | $761.0K | 0.31% | +42,767 | New |
| BIT Capital GmbH | 42,939 | $763.9K | 0.11% | +42,939 | New |
| GM Advisory Group, Inc. | 44,482 | $791.0K | 0.12% | +44,482 | New |
| Bank of America Corp | 44,586 | $793.0K | 0.00% | +43,239+3,210.0% | Added |
| Charles Schwab Investment Management Inc | 45,473 | $809.0K | 0.00% | −1,485−3.2% | Reduced |
| State Street Corp | 47,993 | $854.0K | 0.00% | +12,262+34.3% | Added |
| Goldman Sachs Group Inc | 65,746 | $1.17M | 0.00% | −7,245−9.9% | Reduced |
| D. E. Shaw & Co., Inc. | 73,889 | $1.31M | 0.00% | −15,347−17.2% | Reduced |
| Victory Capital Management Inc | 74,545 | $1.33M | 0.00% | −10.0% | Reduced |
| Renaissance Technologies LLC | 91,495 | $1.63M | 0.00% | −31,905−25.9% | Reduced |
| Russell Investments Group, Ltd. | 107,916 | $1.92M | 0.00% | +107,916 | New |
| Roubaix Capital, LLC | 121,294 | $2.16M | 1.86% | +121,294 | New |
| Geode Capital Management, LLC | 122,469 | $2.18M | 0.00% | −3,016−2.4% | Reduced |
| Ghisallo Capital Management LLC | 125,000 | $2.22M | 0.27% | −125,000−50.0% | Reduced |
| Woodline Partners LP | 133,802 | $2.38M | 0.04% | +15,806+13.4% | Added |
| Marshall Wace, LLP | 136,562 | $2.43M | 0.01% | +25,959+23.5% | Added |
| Optimus Prime Fund Management Co., Ltd. | 235,000 | $4.18M | 0.47% | 00.0% | Unchanged |
| Citadel Advisors LLC | 348,431 | $6.20M | 0.01% | −99,752−22.3% | Reduced |
| Security Benefit Life Insurance Co | 355,853 | $6.33M | 0.38% | +355,853 | New |
| Invesco Ltd. | 386,435 | $6.87M | 0.00% | +165,347+74.8% | Added |
| Pier Capital, LLC | 434,907 | $7.74M | 1.32% | +677+0.2% | Added |
| Ieq Capital, LLC | 583,576 | $10.4M | 0.31% | +583,576 | New |
| Ranger Investment Management, L.P. | 626,743 | $11.2M | 0.84% | +626,743 | New |
| Janus Henderson Group PLC | 703,902 | $12.5M | 0.01% | −1,872−0.3% | Reduced |
| BlackRock Inc. | 837,089 | $14.9M | 0.00% | +92,407+12.4% | Added |
| Massachusetts Financial Services Co | 1,076,054 | $19.1M | 0.01% | +117,357+12.2% | Added |
| Baillie Gifford & Co | 1,085,524 | $19.3M | 0.02% | −1,351−0.1% | Reduced |
| Light Street Capital Management, LLC | 1,952,461 | $34.7M | 5.06% | −150,299−7.1% | Reduced |
| Capital Research Global Investors | 2,120,087 | $37.7M | 0.01% | 00.0% | Unchanged |
| Hall Kathryn A. | 2,341,590 | $41.7M | 15.20% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,435,303 | $43.3M | 0.00% | +1,559,231+178.0% | Added |
| Durable Capital Partners LP | 2,652,266 | $47.2M | 0.54% | +582,637+28.2% | Added |
| Boston Private Wealth LLC | 3,061,230 | $54.5M | 0.84% | +3,061,230 | New |
| OpenView Management, LLC | 10,044,250 | $178.7M | 79.53% | 00.0% | Unchanged |
| 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 |