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, Q4 2022
Institutional positions in Expensify, Inc. as of Dec 31, 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
- 75
- −7 vs. Q3 2022
- Shares held
- 33.4M
- +1.28M (+4.0%) vs. Q3 2022
- Total value
- $295.2M
- −$183.3M (−38.3%) vs. Q3 2022
- New holders
- 19
- 26 more added
- Sold out
- 26
- 15 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OpenView Management, LLC | 10,044,250 | $88.7M | 99.99% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,981,436 | $35.2M | 0.00% | +114,807+3.0% | Added |
| Boston Private Wealth LLC | 3,360,230 | $29.7M | 0.40% | +3,360,230 | New |
| Hall Kathryn A. | 2,341,590 | $20.7M | 8.49% | 00.0% | Unchanged |
| Durable Capital Partners LP | 1,599,905 | $14.1M | 0.15% | −949,926−37.3% | Reduced |
| Invenomic Capital Management LP | 1,436,358 | $12.7M | 0.92% | +1,436,358 | New |
| BlackRock Inc. | 1,396,557 | $12.3M | 0.00% | +46,840+3.5% | Added |
| Light Street Capital Management, LLC | 1,349,211 | $11.9M | 4.44% | −254,499−15.9% | Reduced |
| Baillie Gifford & Co | 1,098,385 | $9.70M | 0.01% | +11,465+1.1% | Added |
| Janus Henderson Group PLC | 704,112 | $6.22M | 0.00% | +2100.0% | Added |
| Millennium Management LLC | 702,507 | $6.20M | 0.01% | +263,482+60.0% | Added |
| Ieq Capital, LLC | 465,802 | $4.11M | 0.12% | 00.0% | Unchanged |
| Marshall Wace, LLP | 446,002 | $3.94M | 0.01% | −308,582−40.9% | Reduced |
| Geode Capital Management, LLC | 431,250 | $3.81M | 0.00% | +19,958+4.9% | Added |
| Security Benefit Life Insurance Co | 355,853 | $3.14M | 0.40% | 00.0% | Unchanged |
| State Street Corp | 283,105 | $2.50M | 0.00% | +68,110+31.7% | Added |
| Hamilton Lane Advisors LLC | 273,959 | $2.42M | 0.87% | 00.0% | Unchanged |
| Kadensa Capital Ltd | 261,064 | $2.31M | 0.69% | +98,530+60.6% | Added |
| D. E. Shaw & Co., Inc. | 251,886 | $2.22M | 0.00% | +208,986+487.1% | Added |
| Optimus Prime Fund Management Co., Ltd. | 235,000 | $2.08M | 0.26% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 229,756 | $2.03M | 0.00% | +5,684+2.5% | Added |
| Renaissance Technologies LLC | 220,600 | $1.95M | 0.00% | +36,800+20.0% | Added |
| Morling Financial Advisors, LLC | 167,652 | $1.48M | 1.89% | +167,652 | New |
| Coastline Trust Co | 150,678 | $1.33M | 0.20% | +54,792+57.1% | Added |
| Goldman Sachs Group Inc | 139,287 | $1.23M | 0.00% | +55,405+66.1% | Added |
| Woodline Partners LP | 127,910 | $1.13M | 0.02% | −9,988−7.2% | Reduced |
| Tudor Investment Corp Et Al | 117,797 | $1.04M | 0.03% | +117,797 | New |
| Stanley-Laman Group, Ltd. | 101,135 | $893.0K | 0.17% | −15,868−13.6% | Reduced |
| Northern Trust Corp | 90,957 | $803.1K | 0.00% | +9,996+12.3% | Added |
| AQR Capital Management LLC | 87,228 | $770.2K | 0.00% | +87,228 | New |
| Morgan Stanley | 77,346 | $683.0K | 0.00% | +22,601+41.3% | Added |
| Cubist Systematic Strategies, LLC | 76,758 | $677.8K | 0.01% | +58,736+325.9% | Added |
| Bank of New York Mellon Corp | 67,698 | $597.8K | 0.00% | +49,465+271.3% | Added |
| Trexquant Investment LP | 65,528 | $578.6K | 0.02% | +19,579+42.6% | Added |
| Schonfeld Strategic Advisors LLC | 56,017 | $494.6K | 0.00% | +38,152+213.6% | Added |
| Legal & General Group Plc | 54,506 | $481.3K | 0.00% | +50,995+1,452.4% | Added |
| Advisory Services Network, LLC | 54,373 | $480.1K | 0.01% | +54,373 | New |
| State of Wisconsin Investment Board | 47,782 | $421.9K | 0.00% | −847−1.7% | Reduced |
| GM Advisory Group, Inc. | 44,482 | $392.8K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 41,545 | $366.0K | 0.01% | +41,545 | New |
| Jump Financial, LLC | 34,100 | $301.1K | 0.02% | −15,500−31.3% | Reduced |
| Bank of America Corp | 33,955 | $299.8K | 0.00% | +16,475+94.3% | Added |
| Swiss National Bank | 32,100 | $283.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 30,000 | $264.9K | 0.00% | +30,000 | New |
| Parsons Capital Management Inc | 27,396 | $241.9K | 0.02% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 27,189 | $240.1K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 27,162 | $239.8K | 0.00% | +27,162 | New |
| LMR Partners LLP | 22,500 | $198.7K | 0.00% | +22,500 | New |
| Bullseye Asset Management LLC | 20,779 | $183.0K | 0.10% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 19,522 | $172.0K | 0.00% | +19,461+31,903.3% | Added |
| Bamco Inc | 16,000 | $141.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,947 | $140.8K | 0.00% | +15,947 | New |
| Balyasny Asset Management LLC | 13,373 | $118.1K | 0.00% | +13,373 | New |
| Virginia Retirement Systems Et Al | 12,800 | $113.0K | 0.00% | +2,800+28.0% | Added |
| Landscape Capital Management, L.L.C. | 12,039 | $106.3K | 0.02% | +12,039 | New |
| California State Teachers Retirement System | 11,862 | $104.7K | 0.00% | +152+1.3% | Added |
| Engineers Gate Manager LP | 10,331 | $91.2K | 0.01% | +10,331 | New |
| Credit Suisse AG | 9,097 | $80.3K | 0.00% | +126+1.4% | Added |
| State of Wyoming | 8,596 | $75.9K | 0.03% | +8,596 | New |
| Advisor Group Holdings, Inc. | 3,001 | $26.2K | 0.00% | −2,329−43.7% | Reduced |
| Royal Bank of Canada | 2,183 | $19.0K | 0.00% | +5+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $8.83K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 813 | $7.18K | 0.00% | −522−39.1% | Reduced |
| Rockefeller Capital Management L.P. | 575 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 479 | $4.23K | 0.00% | −3,671−88.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 450 | $3.97K | 0.00% | +450 | New |
| Citadel Advisors LLC | 365 | $3.22K | 0.00% | −135,051−99.7% | Reduced |
| Citigroup Inc | 341 | $3.01K | 0.00% | −164−32.5% | Reduced |
| Tower Research Capital LLC (TRC) | 349 | $3.00K | 0.00% | −7,071−95.3% | Reduced |
| UBS Group AG | 283 | $2.50K | 0.00% | −3,491−92.5% | Reduced |
| Money Concepts Capital Corp | 125 | $1.10K | 0.00% | +125 | New |
| Stephens Consulting, LLC | 100 | $883 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5 | $44 | 0.00% | +5 | New |
| FMR LLC | 4 | $34 | 0.00% | −230−98.3% | Reduced |
| Simplex Trading, LLC | 113 | $0 | 0.00% | +113 | New |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −1,155,490−100.0% | Sold out |
| Ranger Investment Management, L.P. | 0 | $0 | 0.00% | −653,351−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −444,170−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −408,115−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −336,591−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −189,140−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −107,698−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −73,646−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −53,498−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −44,674−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −40,244−100.0% | Sold out |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −36,117−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −32,970−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −27,084−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −19,413−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,281−100.0% | Sold out |
| Sensible Financial Planning & Management, LLC. | 0 | $0 | 0.00% | −13,698−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,937−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,831−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −9,858−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −13−100.0% | Sold out |