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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 113 | $0 | 0.00% | +113 | New |
| FMR LLC | 4 | $34 | 0.00% | −230−98.3% | Reduced |
| GWM Advisors LLC | 5 | $44 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 100 | $883 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 125 | $1.10K | 0.00% | +125 | New |
| UBS Group AG | 283 | $2.50K | 0.00% | −3,491−92.5% | Reduced |
| Tower Research Capital LLC (TRC) | 349 | $3.00K | 0.00% | −7,071−95.3% | Reduced |
| Citigroup Inc | 341 | $3.01K | 0.00% | −164−32.5% | Reduced |
| Citadel Advisors LLC | 365 | $3.22K | 0.00% | −135,051−99.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 450 | $3.97K | 0.00% | +450 | New |
| Quantbot Technologies LP | 479 | $4.23K | 0.00% | −3,671−88.5% | Reduced |
| Rockefeller Capital Management L.P. | 575 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 813 | $7.18K | 0.00% | −522−39.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,000 | $8.83K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,183 | $19.0K | 0.00% | +5+0.2% | Added |
| Advisor Group Holdings, Inc. | 3,001 | $26.2K | 0.00% | −2,329−43.7% | Reduced |
| State of Wyoming | 8,596 | $75.9K | 0.03% | +8,596 | New |
| Credit Suisse AG | 9,097 | $80.3K | 0.00% | +126+1.4% | Added |
| Engineers Gate Manager LP | 10,331 | $91.2K | 0.01% | +10,331 | New |
| California State Teachers Retirement System | 11,862 | $104.7K | 0.00% | +152+1.3% | Added |
| Landscape Capital Management, L.L.C. | 12,039 | $106.3K | 0.02% | +12,039 | New |
| Virginia Retirement Systems Et Al | 12,800 | $113.0K | 0.00% | +2,800+28.0% | Added |
| Balyasny Asset Management LLC | 13,373 | $118.1K | 0.00% | +13,373 | New |
| Jane Street Group, LLC | 15,947 | $140.8K | 0.00% | +15,947 | New |
| Bamco Inc | 16,000 | $141.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 19,522 | $172.0K | 0.00% | +19,461+31,903.3% | Added |
| Bullseye Asset Management LLC | 20,779 | $183.0K | 0.10% | 00.0% | Unchanged |
| LMR Partners LLP | 22,500 | $198.7K | 0.00% | +22,500 | New |
| Susquehanna Fundamental Investments, LLC | 27,162 | $239.8K | 0.00% | +27,162 | New |
| Sand Hill Global Advisors, LLC | 27,189 | $240.1K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 27,396 | $241.9K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 30,000 | $264.9K | 0.00% | +30,000 | New |
| Swiss National Bank | 32,100 | $283.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 33,955 | $299.8K | 0.00% | +16,475+94.3% | Added |
| Jump Financial, LLC | 34,100 | $301.1K | 0.02% | −15,500−31.3% | Reduced |
| HRT Financial LP | 41,545 | $366.0K | 0.01% | +41,545 | New |
| GM Advisory Group, Inc. | 44,482 | $392.8K | 0.04% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 47,782 | $421.9K | 0.00% | −847−1.7% | Reduced |
| Advisory Services Network, LLC | 54,373 | $480.1K | 0.01% | +54,373 | New |
| Legal & General Group Plc | 54,506 | $481.3K | 0.00% | +50,995+1,452.4% | Added |
| Schonfeld Strategic Advisors LLC | 56,017 | $494.6K | 0.00% | +38,152+213.6% | Added |
| Trexquant Investment LP | 65,528 | $578.6K | 0.02% | +19,579+42.6% | Added |
| Bank of New York Mellon Corp | 67,698 | $597.8K | 0.00% | +49,465+271.3% | Added |
| Cubist Systematic Strategies, LLC | 76,758 | $677.8K | 0.01% | +58,736+325.9% | Added |
| Morgan Stanley | 77,346 | $683.0K | 0.00% | +22,601+41.3% | Added |
| AQR Capital Management LLC | 87,228 | $770.2K | 0.00% | +87,228 | New |
| Northern Trust Corp | 90,957 | $803.1K | 0.00% | +9,996+12.3% | Added |
| Stanley-Laman Group, Ltd. | 101,135 | $893.0K | 0.17% | −15,868−13.6% | Reduced |
| Tudor Investment Corp Et Al | 117,797 | $1.04M | 0.03% | +117,797 | New |
| Woodline Partners LP | 127,910 | $1.13M | 0.02% | −9,988−7.2% | Reduced |
| Goldman Sachs Group Inc | 139,287 | $1.23M | 0.00% | +55,405+66.1% | Added |
| Coastline Trust Co | 150,678 | $1.33M | 0.20% | +54,792+57.1% | Added |
| Morling Financial Advisors, LLC | 167,652 | $1.48M | 1.89% | +167,652 | New |
| Renaissance Technologies LLC | 220,600 | $1.95M | 0.00% | +36,800+20.0% | Added |
| Charles Schwab Investment Management Inc | 229,756 | $2.03M | 0.00% | +5,684+2.5% | Added |
| Optimus Prime Fund Management Co., Ltd. | 235,000 | $2.08M | 0.26% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 251,886 | $2.22M | 0.00% | +208,986+487.1% | Added |
| Kadensa Capital Ltd | 261,064 | $2.31M | 0.69% | +98,530+60.6% | Added |
| Hamilton Lane Advisors LLC | 273,959 | $2.42M | 0.87% | 00.0% | Unchanged |
| State Street Corp | 283,105 | $2.50M | 0.00% | +68,110+31.7% | Added |
| Security Benefit Life Insurance Co | 355,853 | $3.14M | 0.40% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 431,250 | $3.81M | 0.00% | +19,958+4.9% | Added |
| Marshall Wace, LLP | 446,002 | $3.94M | 0.01% | −308,582−40.9% | Reduced |
| Ieq Capital, LLC | 465,802 | $4.11M | 0.12% | 00.0% | Unchanged |
| Millennium Management LLC | 702,507 | $6.20M | 0.01% | +263,482+60.0% | Added |
| Janus Henderson Group PLC | 704,112 | $6.22M | 0.00% | +2100.0% | Added |
| Baillie Gifford & Co | 1,098,385 | $9.70M | 0.01% | +11,465+1.1% | Added |
| Light Street Capital Management, LLC | 1,349,211 | $11.9M | 4.44% | −254,499−15.9% | Reduced |
| BlackRock Inc. | 1,396,557 | $12.3M | 0.00% | +46,840+3.5% | Added |
| Invenomic Capital Management LP | 1,436,358 | $12.7M | 0.92% | +1,436,358 | New |
| Durable Capital Partners LP | 1,599,905 | $14.1M | 0.15% | −949,926−37.3% | Reduced |
| Hall Kathryn A. | 2,341,590 | $20.7M | 8.49% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,360,230 | $29.7M | 0.40% | +3,360,230 | New |
| Vanguard Group Inc | 3,981,436 | $35.2M | 0.00% | +114,807+3.0% | Added |
| OpenView Management, LLC | 10,044,250 | $88.7M | 99.99% | 00.0% | Unchanged |
| 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 |