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.
Q3 2022 vs. Q2 2022
How the institutions holding Expensify, Inc. changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 65 | 1 | 83 | +19 |
| Shares | 32.9M | 125 | 32.2M | −750.3K (−2.3%) |
| Value | $585.4M | $2.00K | $478.5M | −$106.9M (−18.3%) |
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (29)
Institutions that held Expensify, Inc. at the end of Q3 2022 but not at the end of Q2 2022.
Sold out (10)
Institutions that held Expensify, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Boston Private Wealth LLC | 3,061,230 | $54.5M |
| Capital Research Global Investors | 2,120,087 | $37.7M |
| Invesco Ltd. | 386,435 | $6.87M |
| Ghisallo Capital Management LLC | 125,000 | $2.22M |
| Roubaix Capital, LLC | 121,294 | $2.16M |
| BIT Capital GmbH | 42,939 | $763.9K |
| Alpha Paradigm Partners, LLC | 42,767 | $761.0K |
| HighTower Advisors, LLC | 27,199 | $484.0K |
| Wellington Management Group LLP | 18,864 | $336.0K |
| Level Financial Advisors, Inc. | 100 | $2.00K |
Not filed for Q3 2022 yet (1)
Institutions that held Expensify, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Brewin Dolphin Wealth Management Ltd | 125 | $2.00K |