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, Q3 2022
Institutional positions in Expensify, Inc. as of Sep 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
- 83
- +19 vs. Q2 2022
- Shares held
- 32.2M
- −750.3K (−2.3%) vs. Q2 2022
- Total value
- $478.5M
- −$106.9M (−18.3%) vs. Q2 2022
- New holders
- 29
- 27 more added
- Sold out
- 10
- 13 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OpenView Management, LLC | 10,044,250 | $149.5M | 80.63% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,866,629 | $57.5M | 0.00% | +1,431,326+58.8% | Added |
| Durable Capital Partners LP | 2,549,831 | $37.9M | 0.42% | −102,435−3.9% | Reduced |
| Hall Kathryn A. | 2,341,590 | $34.8M | 14.44% | 00.0% | Unchanged |
| Light Street Capital Management, LLC | 1,603,710 | $23.9M | 6.07% | −348,751−17.9% | Reduced |
| BlackRock Inc. | 1,349,717 | $20.1M | 0.00% | +512,628+61.2% | Added |
| Massachusetts Financial Services Co | 1,155,490 | $17.2M | 0.01% | +79,436+7.4% | Added |
| Baillie Gifford & Co | 1,086,920 | $16.2M | 0.02% | +1,396+0.1% | Added |
| Marshall Wace, LLP | 754,584 | $11.2M | 0.03% | +618,022+452.6% | Added |
| Janus Henderson Group PLC | 703,902 | $10.5M | 0.01% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 653,351 | $9.72M | 0.76% | +26,608+4.2% | Added |
| Ieq Capital, LLC | 465,802 | $6.93M | 0.19% | −117,774−20.2% | Reduced |
| Pier Capital, LLC | 444,170 | $6.61M | 1.14% | +9,263+2.1% | Added |
| Millennium Management LLC | 439,025 | $6.53M | 0.01% | +439,025 | New |
| Geode Capital Management, LLC | 411,292 | $6.12M | 0.00% | +288,823+235.8% | Added |
| Amica Mutual Insurance Co | 408,115 | $6.07M | 0.86% | +408,115 | New |
| Security Benefit Life Insurance Co | 355,853 | $5.29M | 0.50% | 00.0% | Unchanged |
| North Reef Capital Management LP | 336,591 | $5.01M | 1.25% | +336,591 | New |
| Hamilton Lane Advisors LLC | 273,959 | $4.08M | 1.49% | +273,959 | New |
| Optimus Prime Fund Management Co., Ltd. | 235,000 | $3.50M | 0.45% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 224,072 | $3.33M | 0.00% | +178,599+392.8% | Added |
| State Street Corp | 214,995 | $3.20M | 0.00% | +167,002+348.0% | Added |
| Allspring Global Investments Holdings, LLC | 189,140 | $2.81M | 0.00% | +189,140 | New |
| Renaissance Technologies LLC | 183,800 | $2.73M | 0.00% | +92,305+100.9% | Added |
| Kadensa Capital Ltd | 162,534 | $2.42M | 0.79% | +136,287+519.2% | Added |
| Woodline Partners LP | 137,898 | $2.05M | 0.03% | +4,096+3.1% | Added |
| Citadel Advisors LLC | 135,416 | $2.02M | 0.00% | −213,015−61.1% | Reduced |
| Stanley-Laman Group, Ltd. | 117,003 | $1.74M | 0.33% | +117,003 | New |
| Russell Investments Group, Ltd. | 107,698 | $1.60M | 0.00% | −218−0.2% | Reduced |
| Coastline Trust Co | 95,886 | $1.43M | 0.23% | +95,886 | New |
| Goldman Sachs Group Inc | 83,882 | $1.25M | 0.00% | +18,136+27.6% | Added |
| Northern Trust Corp | 80,961 | $1.21M | 0.00% | +58,133+254.7% | Added |
| Victory Capital Management Inc | 73,646 | $1.10M | 0.00% | −899−1.2% | Reduced |
| Morgan Stanley | 54,745 | $815.0K | 0.00% | +23,705+76.4% | Added |
| Voloridge Investment Management, LLC | 53,498 | $796.0K | 0.00% | +53,498 | New |
| Jump Financial, LLC | 49,600 | $738.0K | 0.03% | +49,600 | New |
| State of Wisconsin Investment Board | 48,629 | $724.0K | 0.00% | +34,348+240.5% | Added |
| Trexquant Investment LP | 45,949 | $684.0K | 0.02% | +45,949 | New |
| SEI Investments Co | 44,674 | $665.0K | 0.00% | +44,674 | New |
| GM Advisory Group, Inc. | 44,482 | $662.0K | 0.08% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 42,900 | $638.0K | 0.00% | −30,989−41.9% | Reduced |
| Ameriprise Financial Inc | 40,244 | $599.0K | 0.00% | +40,244 | New |
| Amica Retiree Medical Trust | 36,117 | $537.0K | 0.67% | +36,117 | New |
| Qube Research & Technologies Ltd | 32,970 | $491.0K | 0.00% | +32,970 | New |
| Swiss National Bank | 32,100 | $478.0K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 27,396 | $408.0K | 0.04% | +27,396 | New |
| Sand Hill Global Advisors, LLC | 27,189 | $405.0K | 0.03% | 00.0% | Unchanged |
| Holocene Advisors, LP | 27,084 | $403.0K | 0.00% | +27,084 | New |
| Bullseye Asset Management LLC | 20,779 | $309.0K | 0.18% | −219−1.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 19,413 | $289.0K | 0.00% | +19,413 | New |
| ExodusPoint Capital Management, LP | 18,281 | $272.0K | 0.00% | +18,281 | New |
| Bank of New York Mellon Corp | 18,233 | $271.0K | 0.00% | +18,233 | New |
| Cubist Systematic Strategies, LLC | 18,022 | $268.0K | 0.00% | −166−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 17,865 | $266.0K | 0.00% | +17,865 | New |
| Bank of America Corp | 17,480 | $259.0K | 0.00% | −27,106−60.8% | Reduced |
| Bamco Inc | 16,000 | $238.0K | 0.00% | +2,000+14.3% | Added |
| Sensible Financial Planning & Management, LLC. | 13,698 | $204.0K | 0.05% | +13,698 | New |
| Susquehanna International Group, LLP | 11,937 | $178.0K | 0.00% | +11,937 | New |
| Dynamic Technology Lab Private Ltd | 11,831 | $176.0K | 0.02% | +11,831 | New |
| California State Teachers Retirement System | 11,710 | $174.0K | 0.00% | +46+0.4% | Added |
| Virginia Retirement Systems Et Al | 10,000 | $148.8K | 0.00% | +10,000 | New |
| The PNC Financial Services Group, Inc. | 9,858 | $147.0K | 0.00% | +689+7.5% | Added |
| Credit Suisse AG | 8,971 | $132.0K | 0.00% | +40.0% | Added |
| Tower Research Capital LLC (TRC) | 7,420 | $111.0K | 0.00% | +7,340+9,175.0% | Added |
| Ensign Peak Advisors, Inc | 5,950 | $89.0K | 0.00% | +5,950 | New |
| Advisor Group Holdings, Inc. | 5,330 | $79.0K | 0.00% | −356−6.3% | Reduced |
| Quantbot Technologies LP | 4,150 | $61.0K | 0.00% | +2,403+137.6% | Added |
| UBS Group AG | 3,774 | $56.0K | 0.00% | +3,774 | New |
| Legal & General Group Plc | 3,511 | $52.0K | 0.00% | −5,144−59.4% | Reduced |
| Royal Bank of Canada | 2,178 | $33.0K | 0.00% | +1,178+117.8% | Added |
| Wells Fargo & Company | 1,335 | $20.0K | 0.00% | +1,271+1,985.9% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 575 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 563 | $8.00K | 0.00% | +11+2.0% | Added |
| Citigroup Inc | 505 | $8.00K | 0.00% | +173+52.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 242 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 234 | $3.00K | 0.00% | −833−78.1% | Reduced |
| Stephens Consulting, LLC | 100 | $1.49K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 61 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 26 | $387 | 0.00% | +26 | New |
| Cutler Group LP | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 13 | $0 | 0.00% | +13 | New |
| Bogart Wealth, LLC | 25 | $0 | 0.00% | +25 | New |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,061,230−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −2,120,087−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −386,435−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −121,294−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −42,939−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −42,767−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −27,199−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −18,864−100.0% | Sold out |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Brewin Dolphin Wealth Management Ltd | – | – | – | – | Not filed |