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 |
|---|---|---|---|---|---|
| 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 |
| American Portfolios Advisors | 26 | $387 | 0.00% | +26 | New |
| JPMorgan Chase & Co | 61 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $1.49K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 234 | $3.00K | 0.00% | −833−78.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 242 | $4.00K | 0.00% | 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 |
| Newbridge Financial Services Group, Inc. | 1,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,335 | $20.0K | 0.00% | +1,271+1,985.9% | Added |
| Royal Bank of Canada | 2,178 | $33.0K | 0.00% | +1,178+117.8% | Added |
| Legal & General Group Plc | 3,511 | $52.0K | 0.00% | −5,144−59.4% | Reduced |
| UBS Group AG | 3,774 | $56.0K | 0.00% | +3,774 | New |
| Quantbot Technologies LP | 4,150 | $61.0K | 0.00% | +2,403+137.6% | Added |
| Advisor Group Holdings, Inc. | 5,330 | $79.0K | 0.00% | −356−6.3% | Reduced |
| Ensign Peak Advisors, Inc | 5,950 | $89.0K | 0.00% | +5,950 | New |
| Tower Research Capital LLC (TRC) | 7,420 | $111.0K | 0.00% | +7,340+9,175.0% | Added |
| Credit Suisse AG | 8,971 | $132.0K | 0.00% | +40.0% | Added |
| The PNC Financial Services Group, Inc. | 9,858 | $147.0K | 0.00% | +689+7.5% | Added |
| Virginia Retirement Systems Et Al | 10,000 | $148.8K | 0.00% | +10,000 | New |
| California State Teachers Retirement System | 11,710 | $174.0K | 0.00% | +46+0.4% | Added |
| Dynamic Technology Lab Private Ltd | 11,831 | $176.0K | 0.02% | +11,831 | New |
| Susquehanna International Group, LLP | 11,937 | $178.0K | 0.00% | +11,937 | New |
| Sensible Financial Planning & Management, LLC. | 13,698 | $204.0K | 0.05% | +13,698 | New |
| Bamco Inc | 16,000 | $238.0K | 0.00% | +2,000+14.3% | Added |
| Bank of America Corp | 17,480 | $259.0K | 0.00% | −27,106−60.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 17,865 | $266.0K | 0.00% | +17,865 | New |
| Cubist Systematic Strategies, LLC | 18,022 | $268.0K | 0.00% | −166−0.9% | Reduced |
| Bank of New York Mellon Corp | 18,233 | $271.0K | 0.00% | +18,233 | New |
| ExodusPoint Capital Management, LP | 18,281 | $272.0K | 0.00% | +18,281 | New |
| Jacobs Levy Equity Management, Inc | 19,413 | $289.0K | 0.00% | +19,413 | New |
| Bullseye Asset Management LLC | 20,779 | $309.0K | 0.18% | −219−1.0% | Reduced |
| Holocene Advisors, LP | 27,084 | $403.0K | 0.00% | +27,084 | New |
| Sand Hill Global Advisors, LLC | 27,189 | $405.0K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 27,396 | $408.0K | 0.04% | +27,396 | New |
| Swiss National Bank | 32,100 | $478.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 32,970 | $491.0K | 0.00% | +32,970 | New |
| Amica Retiree Medical Trust | 36,117 | $537.0K | 0.67% | +36,117 | New |
| Ameriprise Financial Inc | 40,244 | $599.0K | 0.00% | +40,244 | New |
| D. E. Shaw & Co., Inc. | 42,900 | $638.0K | 0.00% | −30,989−41.9% | Reduced |
| GM Advisory Group, Inc. | 44,482 | $662.0K | 0.08% | 00.0% | Unchanged |
| SEI Investments Co | 44,674 | $665.0K | 0.00% | +44,674 | New |
| Trexquant Investment LP | 45,949 | $684.0K | 0.02% | +45,949 | New |
| State of Wisconsin Investment Board | 48,629 | $724.0K | 0.00% | +34,348+240.5% | Added |
| Jump Financial, LLC | 49,600 | $738.0K | 0.03% | +49,600 | New |
| Voloridge Investment Management, LLC | 53,498 | $796.0K | 0.00% | +53,498 | New |
| Morgan Stanley | 54,745 | $815.0K | 0.00% | +23,705+76.4% | Added |
| Victory Capital Management Inc | 73,646 | $1.10M | 0.00% | −899−1.2% | Reduced |
| Northern Trust Corp | 80,961 | $1.21M | 0.00% | +58,133+254.7% | Added |
| Goldman Sachs Group Inc | 83,882 | $1.25M | 0.00% | +18,136+27.6% | Added |
| Coastline Trust Co | 95,886 | $1.43M | 0.23% | +95,886 | New |
| Russell Investments Group, Ltd. | 107,698 | $1.60M | 0.00% | −218−0.2% | Reduced |
| Stanley-Laman Group, Ltd. | 117,003 | $1.74M | 0.33% | +117,003 | New |
| Citadel Advisors LLC | 135,416 | $2.02M | 0.00% | −213,015−61.1% | Reduced |
| Woodline Partners LP | 137,898 | $2.05M | 0.03% | +4,096+3.1% | Added |
| Kadensa Capital Ltd | 162,534 | $2.42M | 0.79% | +136,287+519.2% | Added |
| Renaissance Technologies LLC | 183,800 | $2.73M | 0.00% | +92,305+100.9% | Added |
| Allspring Global Investments Holdings, LLC | 189,140 | $2.81M | 0.00% | +189,140 | New |
| State Street Corp | 214,995 | $3.20M | 0.00% | +167,002+348.0% | Added |
| Charles Schwab Investment Management Inc | 224,072 | $3.33M | 0.00% | +178,599+392.8% | Added |
| Optimus Prime Fund Management Co., Ltd. | 235,000 | $3.50M | 0.45% | 00.0% | Unchanged |
| Hamilton Lane Advisors LLC | 273,959 | $4.08M | 1.49% | +273,959 | New |
| North Reef Capital Management LP | 336,591 | $5.01M | 1.25% | +336,591 | New |
| Security Benefit Life Insurance Co | 355,853 | $5.29M | 0.50% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 408,115 | $6.07M | 0.86% | +408,115 | New |
| Geode Capital Management, LLC | 411,292 | $6.12M | 0.00% | +288,823+235.8% | Added |
| Millennium Management LLC | 439,025 | $6.53M | 0.01% | +439,025 | New |
| Pier Capital, LLC | 444,170 | $6.61M | 1.14% | +9,263+2.1% | Added |
| Ieq Capital, LLC | 465,802 | $6.93M | 0.19% | −117,774−20.2% | Reduced |
| Ranger Investment Management, L.P. | 653,351 | $9.72M | 0.76% | +26,608+4.2% | Added |
| Janus Henderson Group PLC | 703,902 | $10.5M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 754,584 | $11.2M | 0.03% | +618,022+452.6% | Added |
| Baillie Gifford & Co | 1,086,920 | $16.2M | 0.02% | +1,396+0.1% | Added |
| Massachusetts Financial Services Co | 1,155,490 | $17.2M | 0.01% | +79,436+7.4% | Added |
| BlackRock Inc. | 1,349,717 | $20.1M | 0.00% | +512,628+61.2% | Added |
| Light Street Capital Management, LLC | 1,603,710 | $23.9M | 6.07% | −348,751−17.9% | Reduced |
| Hall Kathryn A. | 2,341,590 | $34.8M | 14.44% | 00.0% | Unchanged |
| Durable Capital Partners LP | 2,549,831 | $37.9M | 0.42% | −102,435−3.9% | Reduced |
| Vanguard Group Inc | 3,866,629 | $57.5M | 0.00% | +1,431,326+58.8% | Added |
| OpenView Management, LLC | 10,044,250 | $149.5M | 80.63% | 00.0% | Unchanged |
| 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 |