Skip to main content

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, Q1 2023

Institutional positions in Expensify, Inc. as of Mar 31, 2023. 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
97
+22 vs. Q4 2022
Shares held
34.0M
+534.0K (+1.6%) vs. Q4 2022
Total value
$276.8M
−$18.4M (−6.2%) vs. Q4 2022
New holders
30
28 more added
Sold out
8
25 more reduced

Compare with Q4 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.

Institutional holdersQ1 2023: 97 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 55 institutionsQ1 2022: 48 institutionsQ2 2022: 65 institutionsQ3 2022: 83 institutionsQ4 2022: 75 institutionsQ1 2023: 97 institutionsQ2 2023: 97 institutionsQ3 2023: 104 institutionsQ4 2023: 100 institutionsQ1 2024: 88 institutionsQ2 2024: 80 institutionsQ3 2024: 77 institutionsQ4 2024: 90 institutionsQ1 2025: 98 institutionsQ2 2025: 97 institutionsQ3 2025: 105 institutionsQ4 2025: 109 institutionsQ1 2026: 104 institutionsQ2 2026: 100 institutions
Value heldQ1 2023: $276.8M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $1.07BQ1 2022: $453.8MQ2 2022: $585.4MQ3 2022: $478.5MQ4 2022: $295.2MQ1 2023: $276.8MQ2 2023: $289.5MQ3 2023: $101.5MQ4 2023: $82.2MQ1 2024: $56.2MQ2 2024: $39.5MQ3 2024: $51.8MQ4 2024: $100.2MQ1 2025: $96.7MQ2 2025: $88.2MQ3 2025: $59.1MQ4 2025: $45.0MQ1 2026: $26.4MQ2 2026: $45.9M
Institutions holding EXFY and their total value by quarter
QuarterHoldersValue
Q2 2026100$45.9M
Q1 2026104$26.4M
Q4 2025109$45.0M
Q3 2025105$59.1M
Q2 202597$88.2M
Q1 202598$96.7M
Q4 202490$100.2M
Q3 202477$51.8M
Q2 202480$39.5M
Q1 202488$56.2M
Q4 2023100$82.2M
Q3 2023104$101.5M
Q2 202397$289.5M
Q1 202397$276.8M
Q4 202275$295.2M
Q3 202283$478.5M
Q2 202265$585.4M
Q1 202248$453.8M
Q4 202155$1.07B
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Expensify, Inc.; share changes are against Q4 2022.

Institutions holding EXFY in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
OpenView Management, LLC10,044,250$81.9M99.99%00.0%Unchanged
Vanguard Group Inc3,815,480$31.1M0.00%−165,956−4.2%Reduced
Boston Private Wealth LLC3,360,230$27.4M0.38%00.0%Unchanged
Hall Kathryn A.1,977,136$16.1M4.72%−364,454−15.6%Reduced
Invenomic Capital Management LP1,472,401$12.0M0.68%+36,043+2.5%Added
Janus Henderson Group PLC1,194,007$9.73M0.01%+489,895+69.6%Added
Baillie Gifford & Co1,097,896$8.95M0.01%−4890.0%Reduced
BlackRock Inc.1,062,688$8.66M0.00%−333,869−23.9%Reduced
Millennium Management LLC946,779$7.72M0.01%+244,272+34.8%Added
Light Street Capital Management, LLC842,678$6.87M1.68%−506,533−37.5%Reduced
Durable Capital Partners LP547,526$4.46M0.04%−1,052,379−65.8%Reduced
Ieq Capital, LLC465,802$3.80M0.09%00.0%Unchanged
Kadensa Capital Ltd464,464$3.79M0.76%+203,400+77.9%Added
Marshall Wace, LLP438,894$3.58M0.01%−7,108−1.6%Reduced
Geode Capital Management, LLC431,250$3.51M0.00%00.0%Unchanged
Security Benefit Life Insurance Co355,853$2.90M0.33%00.0%Unchanged
D. E. Shaw & Co., Inc.343,469$2.80M0.00%+91,583+36.4%Added
State Street Corp317,538$2.59M0.00%+34,433+12.2%Added
Susquehanna International Group, LLP274,690$2.24M0.00%+274,690New
Hamilton Lane Advisors LLC273,959$2.23M0.75%00.0%Unchanged
Morgan Stanley229,066$1.87M0.00%+151,720+196.2%Added
Charles Schwab Investment Management Inc226,462$1.85M0.00%−3,294−1.4%Reduced
HRT Financial LP202,930$1.65M0.02%+161,385+388.5%Added
Formula Growth Ltd180,000$1.47M0.47%+180,000New
Goldman Sachs Group Inc171,214$1.40M0.00%+31,927+22.9%Added
Morling Financial Advisors, LLC167,652$1.37M1.48%00.0%Unchanged
Optimus Prime Fund Management Co., Ltd.160,000$1.30M0.18%−75,000−31.9%Reduced
AQR Capital Management LLC144,591$1.18M0.00%+57,363+65.8%Added
LGL Partners, LLC133,445$1.09M0.19%+133,445New
Algert Global LLC132,550$1.08M0.05%+132,550New
Woodline Partners LP128,289$1.05M0.01%+379+0.3%Added
Bank of America Corp128,137$1.04M0.00%+94,182+277.4%Added
Renaissance Technologies LLC123,800$1.01M0.00%−96,800−43.9%Reduced
Alyeska Investment Group, L.P.121,379$989.2K0.01%+121,379New
Royce & Associates LP94,600$771.0K0.01%+94,600New
Northern Trust Corp91,617$746.7K0.00%+660+0.7%Added
Jane Street Group, LLC86,774$707.2K0.00%+70,827+444.1%Added
Coastline Trust Co86,236$702.8K0.10%−64,442−42.8%Reduced
Qube Research & Technologies Ltd82,494$672.3K0.00%+82,494New
Stanley-Laman Group, Ltd.75,692$616.9K0.11%−25,443−25.2%Reduced
JPMorgan Chase & Co74,543$607.0K0.00%+55,021+281.8%Added
CastleKnight Management LP73,100$595.8K0.15%+73,100New
Cubist Systematic Strategies, LLC70,897$577.8K0.01%−5,861−7.6%Reduced
Bank of New York Mellon Corp63,463$517.2K0.00%−4,235−6.3%Reduced
Trexquant Investment LP62,546$509.8K0.01%−2,982−4.6%Reduced
Legal & General Group Plc62,463$509.1K0.00%+7,957+14.6%Added
Acadian Asset Management LLC61,760$503.0K0.00%+61,760New
Balyasny Asset Management LLC55,105$449.1K0.00%+41,732+312.1%Added
Advisory Services Network, LLC54,343$442.9K0.01%−30−0.1%Reduced
GM Advisory Group, Inc.44,482$362.5K0.03%00.0%Unchanged
Schonfeld Strategic Advisors LLC43,339$353.2K0.00%−12,678−22.6%Reduced
State of Wisconsin Investment Board42,421$345.7K0.00%−5,361−11.2%Reduced
PDT Partners, LLC40,980$334.0K0.05%+40,980New
Federated Hermes, Inc.40,000$326.0K0.00%+10,000+33.3%Added
HSBC Holdings PLC40,230$321.0K0.00%+40,230New
Verition Fund Management LLC34,032$277.4K0.00%+34,032New
Jump Financial, LLC32,200$262.4K0.01%−1,900−5.6%Reduced
Dynamic Technology Lab Private Ltd30,055$245.0K0.02%+30,055New
Swiss National Bank29,600$241.2K0.00%−2,500−7.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.28,560$232.8K0.00%+28,560New
Sand Hill Global Advisors, LLC27,189$221.6K0.01%00.0%Unchanged
Susquehanna Fundamental Investments, LLC27,162$221.4K0.01%00.0%Unchanged
LMR Partners LLP22,783$185.7K0.00%+283+1.3%Added
Prelude Capital Management, LLC22,470$183.1K0.01%+22,470New
Citadel Advisors LLC21,633$176.3K0.00%+21,268+5,826.8%Added
Alamar Capital Management, LLC21,000$171.2K0.14%+21,000New
Bullseye Asset Management LLC20,779$170.0K0.09%00.0%Unchanged
Point72 Asset Management, L.P.20,062$163.5K0.00%+20,062New
Cornerstone Investment Partners, LLC19,516$159.1K0.01%+19,516New
Azora Capital LP19,356$157.8K0.02%+19,356New
ExodusPoint Capital Management, LP19,110$156.0K0.00%+19,110New
Petrus Trust Company, LTA19,000$154.8K0.02%+19,000New
Squarepoint Ops LLC18,987$154.7K0.00%+18,987New
Virginia Retirement Systems Et Al18,700$152.4K0.00%+5,900+46.1%Added
Bamco Inc16,000$130.4K0.00%00.0%Unchanged
Keebeck Alpha, LP15,668$127.7K0.15%+15,668New
Diametric Capital, LP14,945$121.8K0.06%+14,945New
Gsa Capital Partners LLP14,618$119.0K0.01%+14,618New
Fox Run Management, L.L.C.14,479$118.0K0.04%+14,479New
Quantbot Technologies LP14,149$115.3K0.01%+13,670+2,853.9%Added
Y-Intercept (Hong Kong) Ltd13,817$112.6K0.01%+13,817New
California State Teachers Retirement System12,030$98.0K0.00%+168+1.4%Added
Simplex Trading, LLC11,871$96.0K0.00%+11,758+10,405.3%Added
Parsons Capital Management Inc10,958$89.3K0.01%−16,438−60.0%Reduced
Atom Investors LP10,841$88.4K0.05%+10,841New
Engineers Gate Manager LP10,115$82.4K0.00%−216−2.1%Reduced
Barclays PLC9,314$75.9K0.00%+9,314New
State of Wyoming6,770$55.2K0.02%−1,826−21.2%Reduced
Tower Research Capital LLC (TRC)2,790$23.0K0.00%+2,441+699.4%Added
Royal Bank of Canada2,766$22.0K0.00%+583+26.7%Added
Advisor Group Holdings, Inc.2,691$21.9K0.00%−310−10.3%Reduced
Quarry LP2,543$20.7K0.01%+2,543New
UBS Group AG2,084$17.0K0.00%+1,801+636.4%Added
Newbridge Financial Services Group, Inc.1,000$8.15K0.00%00.0%Unchanged
Wells Fargo & Company711$5.79K0.00%−102−12.5%Reduced
Citigroup Inc345$2.81K0.00%+4+1.2%Added
Stephens Consulting, LLC100$8150.00%00.0%Unchanged
Tudor Investment Corp Et Al0$00.00%−117,797−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−12,039−100.0%Sold out
Credit Suisse AG0$00.00%−9,097−100.0%Sold out