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.
Q4 2022 vs. Q3 2022
How the institutions holding Expensify, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 83 | 1 | 75 | −7 |
| Shares | 32.2M | 26 | 33.4M | +1.28M (+4.0%) |
| Value | $478.5M | $387 | $295.2M | −$183.3M (−38.3%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Expensify, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Boston Private Wealth LLC | 3,360,230 | $29.7M | 0.40% |
| Invenomic Capital Management LP | 1,436,358 | $12.7M | 0.92% |
| Morling Financial Advisors, LLC | 167,652 | $1.48M | 1.89% |
| Tudor Investment Corp Et Al | 117,797 | $1.04M | 0.03% |
| AQR Capital Management LLC | 87,228 | $770.2K | 0.00% |
| Advisory Services Network, LLC | 54,373 | $480.1K | 0.01% |
| HRT Financial LP | 41,545 | $366.0K | 0.01% |
| Federated Hermes, Inc. | 30,000 | $264.9K | 0.00% |
| Susquehanna Fundamental Investments, LLC | 27,162 | $239.8K | 0.00% |
| LMR Partners LLP | 22,500 | $198.7K | 0.00% |
| Jane Street Group, LLC | 15,947 | $140.8K | 0.00% |
| Balyasny Asset Management LLC | 13,373 | $118.1K | 0.00% |
| Landscape Capital Management, L.L.C. | 12,039 | $106.3K | 0.02% |
| Engineers Gate Manager LP | 10,331 | $91.2K | 0.01% |
| State of Wyoming | 8,596 | $75.9K | 0.03% |
| Northwestern Mutual Wealth Management Co | 450 | $3.97K | 0.00% |
| Money Concepts Capital Corp | 125 | $1.10K | 0.00% |
| GWM Advisors LLC | 5 | $44 | 0.00% |
| Simplex Trading, LLC | 113 | $0 | 0.00% |
Sold out (26)
Institutions that held Expensify, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
Not filed for Q4 2022 yet (1)
Institutions that held Expensify, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 26 | $387 |